Good Morning All,
I need some help! I am using 2018.1.
The purpose of my viz is to compare a Fund 2018 Values to a Fund 2019 Values.
I created a parameter to control the Fund 1 values that way one can select if they want to see 2018 or 2019 values. I created a 2nd parameter to bring in the opposite values. If you can see 2019 in Fund 1 then Fund 2 should be 2018 or Null.
To normalize the dates (Thanks Ryan Sleeper), I brought them all forward to the current fund year, so 2018 dates are normalized to 2019 by added 1 to the year or like this:
DATE(IF [Fund]='Fund 2018' THEN DATEADD('year',1,[Date])
ELSEIF [Fund]='Fund 2019' THEN DATEADD('year',0,[Date])
END)
In the attached workbook – I put this issue in the first sheet – “Tooltip Issue”
My issue is this: I am trying to show in my tooltip when hovering over either mark to show the Fund 2018 and Fund 2019 Values. The problem why I can’t get both values to show is because of the logic used to separate the funds which is:
IF [Fund]='Fund 2018' THEN [Amt] END
OR
IF [Fund]='Fund 2019' THEN [Amt] END
So the marks for FUND 2018 only contain those values and vice versa.
Can you think of a way to build this view and bring the both values forward when hovering over a 2018 Mark?
Hey Scott—
I believe the root of your problem is you want Tableau to assign two different values to [Date] to lookup the value. We can get around this by creating two LOD equations:
Fund 1 LOD
{fixed DATETRUNC('month', [Normalized Date]):SUM([c. Fund 1 Value])}
Fund 2 LOD
{fixed DATETRUNC('month', [Normalized Date]):SUM([c. Fund 2 Values])}
Reference these in your viz, including ToolTip, and I think you’ll be just fine. Let me know if this works!
