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Hey 🛑 Tableau and Salesforce users - Want to level-up your mapping game or not certain which chat type to use with your data?

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I'm trying to build a chart in Tableau that combines a side-by-side bar chart with a line chart.

Currently, my view shows Sales as side-by-side bars:

  • Current Year Sales
  • Previous Year Sales

I would like to add a line that represents the Year-over-Year (YoY) % difference for each month, calculated as:

(Current Year Sales - Previous Year Sales) / Previous Year Sales

For example:

  • January: Compare January CY vs January PY and plot the YoY %
  • February: Compare February CY vs February PY and plot the YoY %
  • ...and so on for each month.

My goal is to build this as a Dual Axis chart, where:

  • The bars represent Current Year and Previous Year Sales.
  • The line represents the monthly YoY % difference.

However, I'm running into an issue when calculating the YoY %. The values displayed in the line chart don't seem to be correct, and I suspect it's related to the level of detail or the table calculation, but I haven't been able to figure it out.

Has anyone built a similar visualization before? Is there a recommended approach for calculating the monthly YoY % correctly in a dual-axis side-by-side bar chart? Any guidance or example workbook would be greatly appreciated. 

 

#Tableau Desktop & Web Authoring  #Tableau Cloud  #Tableau Public

3 respostas
  1. 5 de ago., 09:06

    Hi @Wiwit Setyaningsih

    I'll reiterate both yours and @Gohar Clients thoughts on the compute by - definitely on the right track. Here's where I can take things by working on that and a small tweak and additional calc: Hi I'll reiterate both yours and thoughts on the compute by - definitely on the right track.Workbook re-attached.

     

    First thing you'll see is a new calc: YoY (Latest Year  Only)

    IF LAST()=0THEN [YoY]END

    (NB: I also renamed your "Calculation 3" to YoY). 

    The new calc just says "only return a value for the last year* in the view". We do have to tell Tableau that we care about the year for this part of the calc. And what we end up with is a nested table calc where the compute by for one part is different to the other! 

    Right click and edit the table calculation pill on Rows:

    image.png

    First up I'm working on the "Latest Year Only" calc as you can see in the top drop down. And I tell it to compute by specific dimensions and year only. So the latest year should be the last (LAST()=0) in the window. 

    Now I change the drop down to the "YoY" calc and tell this to compute by specific dimensions again, but this time Year and Month (in that order)

    image.png

    NB: Show calculation assistance is quite handy here as I can check that I am indeed seeing values 13-24 in the window. Now you might be thinking "hang on, how did my lookup -1 work in that case?!?"  and you'd be right! I also changed the lookup to be a lookup by -12 so now we're looking back to the month 12 months ago. 

    The lack of an ELSE in the second calc is what supresses the previous year from showing ... it's still available to the calc as we've "filtered" using a table calc so that happens late in the order of operations ... and those are the "nulls" shown by the >12 nulls indicator. 

    Finally I CTRL+click and drag the pill from Rows onto Mark Text too so that I don't need to repeat the nested compute by there. 

    Let me know if this helps!  

    Compute by is often fiendish enough without (a) nesting; and (b) your great workaround for side-by-side without a discreet pill on Columns! 

    Ta, Steve

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Hi Team,

Requirement 1:   When the dashboard is opened, it should display Category-wise Sales for only the following two categories by default:

  • Furniture
  • Office Supplies

Requirement 2:   When the user selects the tick box (checkbox), the dashboard should switch to display Category-wise Profit for the following three categories:

  • Furniture
  • Office Supplies
  • Technology

Note: The above requirement can be achieved using a parameter; however, the business requirement is to use a tick box (checkbox) instead of a parameter.   

I have attached the Tableau workbook for reference.  Regards,  Venkat    

1 resposta
  1. 31 de jul., 11:05

    Hi, 

    Are you looking for something like the attachment? Please take a look. 

     

    The idea is to create parameters with ON/OFF values and then set up corresponding fields that switch OFF/ON in response, allowing you to control visibility through parameter actions. A dedicated sheet is prepared for the checkbox, where ON and OFF are represented using shapes. Please see the details below. 

      

    This was implemented using only standard features. The display switching is handled by configuring a DZV. 

     

    <sample>Hi, Are you looking for something like the attachment? Please take a look.image.png

     

     <parameter>image.png

     

    <calc>image.pngimage.pngimage.png

     

    <dashboard action>image.png

     

     <check box sheet settings> 

    Using the “off‑on” field from the checkbox sheet, the display switching is achieved through a parameter action. 

     

    -Configuration for the checked state. Please pay attention to the shape and color.

     

    *Sorry if the square shape is a bit confusing, but the checkbox frame itself is represented using borders.”

    image.png

     

    -Configuration for the unchecked state. Please pay attention to the shape and color.

    image.png

     

    <Dashboard DZV settings>image.png

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Hello,

I am experiencing a technical issue with Tableau Public that I have not been able to resolve.

I was working on a project with several completed dashboards. At some point, the Data Source tab became completely greyed out, which prevented me from modifying the data source, creating new joins, or adding calculations.

However, the dashboards themselves were still accessible and editable, so I continued working using the data already present in the visualizations.

The problem occurred when saving the project:

  • an Internal Error appears when activating the extract
  • I cannot export the project as a .twbx file
  • I cannot reconnect to the data source
  • after closing Tableau and reopening the file, the dashboards disappear and the project cannot be accessed

Important details:

  • the data files were never moved or renamed
  • they still open normally outside Tableau
  • the dashboards were working before the error occurred

What I have already tried:

  • reloading the data files
  • removing and reconnecting the data source
  • restarting Tableau
  • several other attempts, but the Data Source tab remains greyed out

Has anyone encountered this issue before or knows what could cause it?

Thank you very much for your help. 

 

#Tableau Public

3 respostas
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Hi Team, 

Requirement: Display data dynamically based on the selected Period Type parameter

  • Day
    • When the user selects Day in the Period Type parameter, the Order Date parameter should display all available dates.
    • The most recent available date should be selected by default.
  • Week
    • When the user selects Week, the Order Date parameter should display only the Monday date of each available week (e.g., 27-Jul-2026, 20-Jul-2026, 13-Jul-2026).
    • Upon selecting a week, the report should display data for the entire Monday-to-Sunday period corresponding to that week.
  • Month
    • When the user selects Month, the Order Date parameter should display all available months.
    • The latest available month (e.g., Jul-2026) should be selected by default.
  • Quarter
    • When the user selects Quarter, the Order Date parameter should display all available quarters.
    • The latest available quarter (e.g., 2026-Q3) should be selected by default.
  • Custom Dates
    • When the user selects Custom Dates, the following parameters should be displayed: 
      • Start Date
      • End Date
    • Report data should be filtered based on the chosen date range.
  • Lifetime
    • When the user selects Lifetime, all available data should be displayed without applying any date filters.
  • #Tableau Agent

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5 respostas
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I am looking to visualize a Pass Matrix for a Soccer/football game. I wonder if it is possible to use coordinates to plot on a line graph to show passes between players. I have managed to plot the different positions with a soccer field background so they are arranged in formation and wish to plot lines between all the different players. I will then use the number of passes between players to adjust the size of the line representing passing relationships. I am stuck on how to plot the lines between the different positions even though I have Start + End Coordinates for each position. Any help here would be much appreciated!

7 respostas
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Hi Team, 

Below is the requirement. 

 

Display data based on the user's parameter selection: 

 

  • Day: When the user selects Period type Parameters Day, Order Data Set  paramters need display all available dates. By default, the latest date should be selected.
  • Week: When the user selects Period type Parameters Week, display only the Order Data Set  paramters Monday date of each week (e.g., 27-Jul-2026, 20-Jul-2026, 13-Jul-2026). When a week is selected, display data for all days within that Monday–Sunday period.
  • Month: When the user selects Period type Parameters Month, display all available months. By default, theOrder Data Set  paramters latest month should be selected (e.g., Jul-2026).
  • Quarter: When the user selects  Period type Parameters Quarter, display all available quarters. By default, the latest quarter should be selected (e.g., 2026-Q3).
  • Custom Dates:  When the user select Period type Parameters Display two parameters:
    • Start Date
    • End Date
  • The data should be filtered based on the selected date range.
  • Lifetime: When the user selects Lifetime, display all available data without any date restrictions.

I have attached the twbx file. 

Regards, 

Venkat​‌

 

 

 

#Tableau Desktop & Web Authoring  #Tableau Cloud  #Tableau Server  #Tableau Public  #Tableau  #Tableau Community Updates

6 respostas
  1. 29 de jul., 06:15

    Hi, 

    I hadn’t heard back from you after my previous reply — is it alright to consider that earlier question resolved? 

     

    If so, please close the previous thread (mark it as the Accepted Answer), and I’ll continue supporting you. 

     

    <Past article>  

    https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000jAN1c0AG

     

     

     

    Looking at your current requirements, it seems that when a date is selected, a list of dates should appear, and the latest date should already be selected. In this setup, will the date be a single‑select field? 

    Hi, I hadn’t heard back from you after my previous reply — is it alright to consider that earlier question resolved?

     

     

     

     

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I'm new to Tableau Public. After publishing my viz, the preview thumbnail shows some text fields as blank, but when I open the visualization, everything appears correctly. Has anyone experienced this issue or knows how to fix the thumbnail? Screenshots attached. 

Why does my Tableau Public preview thumbnail show blank text even though the visualization displays correctly when opened?

 

 

image.png

 

 

 

#Tableau Public

2 respostas
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Hi everyone,

I'm using Tableau Public and recently updated to the latest version. Since the update, I'm seeing XML validation errors when opening some workbooks downloaded from Tableau Public.

The error includes messages such as:

  • attribute 'extension-version'
  • attribute 'id'
  • no declaration found for element 'worksheet-extension'

This was not happening before the update.

A few details:

  • The issue occurs while opening workbooks downloaded from Tableau Public.
  • I recently updated Tableau Public and the problem started afterward.
  • I am not intentionally using any extensions in my own workbook.
  • Some workbooks open, while others produce these XML/extension-related errors.

Has anyone else experienced this after a recent Tableau Public update?

I'm trying to determine:

  1. Whether this is a known bug in the latest Tableau Public release.
  2. Whether the issue is related to dashboard/worksheet extensions.
  3. If there is a workaround other than reinstalling or downgrading Tableau Public.

Any help would be appreciated. Thanks! 

 

XML validation errors when opening Tableau Public workbooks after recent update

 

 

 

 

#Tableau Public

10 respostas
  1. 15 de jun., 16:47

    @Aparajita Katke

     

    Hi, Just to confirm, are you using the latest release 2026.2? 

     

    If this post resolves the question, would you be so kind to "Accept this Answer"?. This will help other users find the same answer/resolution and help community keep track of answered questions. Thank you. 

     

    Regards, 

     

    Diego Martinez 

    Tableau Visionary and Tableau Ambassador 

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Hi. When working on a visualization in Tableau Public, an error suddenly appeared. I closed the visualization I was working on and tried to reopen it. However, this error keeps popping up:Error After Trying to Open a Visualization

Is there anything I could do to fix this error? 

 

 

#Tableau Server  #Tableau Public  #Tableau

2 respostas
  1. 26 de jul., 04:53

    Hello @Etsuro Tabata.  

     

    I'm sorry, I should have commented on this before, but after a few hours, the error message stopped popping up, and I could edit my visualizations again. Also, I wasn't using Tableau Desktop, as I was using the Tableau Public website to make visualizations. Thank you for answering though! 

     

    Nicky

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