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I need ideas.
We have parent/child accounts in Salesforce. In a child account --
1) the "member status" is flown down from the parent account, which is a formula field to display yes/no.
2) There is another field in account to calculate # of days until membership expires. However, in child account, that number is not valid or no number.
3) there is no related membership records with the child account, only on parent account.
Now in Tableau. We use Tableau Cloud and/or desktop, connecting to Salesforce. In Tableau, formula fields are not coming over, so I can't use "member status" field. I use that "# of days until membership expires" field >= 1 to filter members only. But all the child accounts got excluded since the number is not valid.
I need ideas to include child accounts that are members in Tableau. really not sure how.
5 answers
You will need to re-create the data structures and formulas in Tableau, starting by relating child to parent accounts like this:
Alternatively you can create a Salesforce report and export that to Excel or CSV but that's hard to automate. You may also be able to use Salesforce Data Cloud, but that's expensive and a big project.
2 answers
This is very similar to an alternate thread: I want count singla id of First Date and Second Date. (tableau.com)
Closing
I want to create a view that looks like a table for measure values and a stacked bar chart.
Currently, I can create the following below, where I changed the Sales and %Diff measures to discrete, so that their values appear to be in a Table. But when I put Product in the color marks card, the bars split into side by side. I want the bars to Stack.
Regards,
Lenzy
4 answers
We hope you'll join us at the next Virtual Non-Profit Tableau User Group meeting hosted live at Compassion International!
The meeting will be held on Thursday, June 29th via Zoom Webinar from 10 am to 12 pm MT:
Join from a PC, Mac, iPad, iPhone or Android device:
Please click this URL to join. https://zoom.us/w/450509996?tk=AHW-exVnfjp41ZBa4Vmird0Xpwb-X9aP34k69Luy_-8.DQEAAAAAGto8rBY1UzNyT0dzZFNfeUtLcm9jOHNmdUZ3AA
Or join by phone: +1 408 638 0968 (US Toll) or +1 646 558 8656 (US Toll)
Webinar ID: 450 509 996
International numbers available: https://zoom.us/zoomconference?m=jdv9S87Q6fwRiXzO5BG-3hzd_wz8Dzq1
The agenda includes three NEW non-profit speakers and plenty of time for Q&A. (Please see below)
Contact Walt Ogilvie with any questions.
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Creating an Interactive Dashboard Experience James Gerberich - Statline
The general theme of the presentation is Using Calculated Fields and Dash-boarding to Create an Interactive Experience. I plan to demo the files from our Tableau Server.
Sheet Swapping and Object Popping Joe Oppelt - Focus on the Family
I will demonstrate ways to displays sheets and other objects conditionally on a dashboard. I’ll do a live demo of some of the techniques.
Mundane to Motivational: SSRS to Tableau Ramona Johnson - Focus on the Family
This presentation shows how to use the same MS-SQL stored procedures developed for SSRS reports as data sources for Tableau. Tips for shaping the data sources into dimensions and measures which will serve both presentation tools are reviewed. Several examples of both SSRS reports and their equivalent Tableau dashboards will be shown. A review of the advantages of this method as well as lessons learned will be presented. The advantages of the visual presentation of the Tableau as well as the ability to drill down to the cross tabs of numbers as in the SSRS reports are shown.
2 answers
As soon as Tableau sets up and communicates the Zoom event, we will post here and forward to you. Thanks for your interest.
📺 Tableau Non-Profits user group | Videos
1 comment
Hello Ciara,
Looks like all of these are from 2021. Are any of these Non-profit TUGs still active?
-Scott
I know non-profits can purchase Tableau Desktop via TechSoup
What is the deal with a Cloud Subscription?
It would make so much sense to purchase a desktop license and get 5 viewer licenses?
I heard about Tableau Cloud coming to P10??
➡️ Accelerators available on Tableau Exchange that may be of interest
https://exchange.tableau.com/accelerators?version=2021.2&category=Non-for-Profit
Check out the Trailhead module - 'Tableau basics for non profits'
➡️ https://trailhead.salesforce.com/en/content/learn/modules/tableau-basics-for-nonprofits
For those that don't already have a Salesforce Trailhead account, you can create a free account at trailhead.salesforce.com