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Tableau Community Forums Member (Inactive) (Member of the Tableau Community Forums at Salesforce)
May 6, 2022, 10:49 AM
Can we create a graph like this in Tableau?

This Graph was made in Excel.

I have tried making in Tableau in the attached Workbook but was not able to achieve it.

Could anyone suggest regarding this?

 

Can we create a graph like this in Tableau? 

I was able to achieve in tableau is this:imageThank you!

⌗[Tableau Desktop]​  ⌗[Tableau Products]​ âŒ—[Advanced Charts]​ #Bar Chart​ 

Test (1).twbx
4 answers
  1. Steve Wood (RealNZ)
    May 6, 2022, 12:28 PM

    Hi @Shyam Mishra​ 

    The "standard" answer is no - as you can't have two lots of measure names/values for a dual axis, and you can't tell Tableau to show a connected line at the mid point between two categories for the bars.

    The "I won't take no for an answer" response is that you can usually force or hack Tableau to do what you want! One such option illustrated below and attached. Up to you if it's worth the effort and hacking around required in your case... sometimes going with the sort of chart Tableau would prefer as standard is better anyway ;-)

    Hi @Shyam Mishra​ TheWhat's happening above is that I've:

    • UNIONed your data back on itself so that you now have two rows wherever you previously had one
    • Using the new attribute [Table Name] that lets you differentiate the two sets of rows I've created some calcs
    • The first one determines a fake continuous axis for calendar week where one of the data points is midway (-0.5)
    • A measure that returns Quantity for one of the data points and Plan Quantity for the other
    • A label that is similar so that I can colour the bars
    • A bodged set of B Quantity measures that I really only want to return data at one of the data points
    • But if I do I don't get a joined up line...
    • so the bodge calculates a fake mid-point to fill in the gaps at the -0.5 points!

    Anyway, workbook attached so you dig in.

    Post back and let me know what you think and whether you decide to go with something like this or a more natural / standard Tableau chart.

    Ta, Steve.

    Test (1) (1).twbx
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Jean-Se Dorais (CEO at 21 Knots) posted in * Customer Success *
May 25, 2023, 9:24 PM

Create a URL-Driven Salesforce Activity Report!

This How-To will provide the foundation to generate any URL-driven report on any of your objects’ record pages. All this with the click of a button.

 

By implementing this feature, you can remove the Activities component from your Salesforce page layout, improving your record’s load time.

 

You can replicate what you will learn here in your contacts or your leads, and…given it’s a native Salesforce report, you can export it to Excel and send it to colleagues that don’t have access to your org.

 

Here's the Row-Level formula referenced in the video:

IF(ISBLANK(TASK_SUBTYPE), EVENT_SUBTYPE, TASK_SUBTYPE)

 

Watch it here: https://www.21knots.com/resources/url-driven-activity-report

Enjoy!

 

#Reports & Dashboards #URL #URL Hack #Account #Bar Chart

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Jean-Se Dorais (CEO at 21 Knots) posted in * Salesforce Administrators *
May 25, 2023, 9:22 PM

Create a URL-Driven Salesforce Activity Report!

This How-To will provide the foundation to generate any URL-driven report on any of your objects’ record pages. All this with the click of a button.

 

By implementing this feature, you can remove the Activities component from your Salesforce page layout, improving your record’s load time.

 

You can replicate what you will learn here in your contacts or your leads, and…given it’s a native Salesforce report, you can export it to Excel and send it to colleagues that don’t have access to your org.

 

Here's the Row-Level formula referenced in the video:

IF(ISBLANK(TASK_SUBTYPE), EVENT_SUBTYPE, TASK_SUBTYPE)

 

Watch it here: https://www.21knots.com/resources/url-driven-activity-report

Enjoy!

 

#Reports & Dashboards #URL Hack #Account #Bar Chart

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Jean-Se Dorais (CEO at 21 Knots) posted in * Sales Cloud - Best Practices *
May 25, 2023, 9:21 PM

Create a URL-Driven Salesforce Activity Report!

This How-To will provide the foundation to generate any URL-driven report on any of your objects’ record pages. All this with the click of a button.

 

By implementing this feature, you can remove the Activities component from your Salesforce page layout, improving your record’s load time.

 

You can replicate what you will learn here in your contacts or your leads, and…given it’s a native Salesforce report, you can export it to Excel and send it to colleagues that don’t have access to your org.

 

Here's the Row-Level formula referenced in the video:

IF(ISBLANK(TASK_SUBTYPE), EVENT_SUBTYPE, TASK_SUBTYPE)

 

Watch it here: https://www.21knots.com/resources/url-driven-activity-report

Enjoy!

 

#Reports & Dashboards #URL Hack #Account #Bar Chart

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Jean-Se Dorais (CEO at 21 Knots) posted in * Sales Cloud - Getting Started *
May 25, 2023, 9:19 PM

Create a URL-Driven Salesforce Activity Report!

This How-To will provide the foundation to generate any URL-driven report on any of your objects’ record pages. All this with the click of a button.

 

By implementing this feature, you can remove the Activities component from your Salesforce page layout, improving your record’s load time.

 

You can replicate what you will learn here in your contacts or your leads, and…given it’s a native Salesforce report, you can export it to Excel and send it to colleagues that don’t have access to your org.

 

Here's the Row-Level formula referenced in the video:

IF(ISBLANK(TASK_SUBTYPE), EVENT_SUBTYPE, TASK_SUBTYPE)

 

Watch it here: https://www.21knots.com/resources/url-driven-activity-report

 

Enjoy!

 

#Reports & Dashboards #URL Hack #Account #Bar Chart

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Gagab Mishra (Future Thinker) asked in #Line Chart
Dec 2, 2022, 3:10 PM
How can we combine these two graphs (Bar and Line) together? Line graph has four different measure and Bar graph has two different measure.

Hello,

there are 3 different dates and with these datasets 2 different graphs has been created.

Bar graph:

How can we combine these two graphs (Bar and Line) together? Line graph has four different measure and Bar graph has two different measure.Line Graph:

image 

The requirement is to merge these graphs and have only one final graph with all these values.

The output should look like this:

image 

I have tried combining but I always leave out one or two measure.

I am also attaching the tableau workbook for the reference.

 

If there is any idea or workaround, please let me know as it would of great help!

 

Thank you!

 

⌗[Using Tableau]​ âŒ—[Tableau Desktop]​ #Tableau Server​ âŒ—[Tableau Products]​ âŒ—[Query / Data Flow]​ âŒ—Community​ #Bar Chart​ #Line Chart​ 

Merge-Test-1.twbx
5 answers
  1. Michael Hesser (Oak Street Health)
    Dec 6, 2022, 1:36 AM

    Sorry @Param Sahu​ â€‹ -- it may be my new computer but I am unable to unzip your TWBX to get to the data sources. Can you send all three independently?

    Michael Hesser (Tableau Forum Ambassador)

    If this response has answered your question, kindly click "Best Answer"

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Aruna Anala (Salesforce Developer at GERENT) asked in #LWC
Jul 15, 2021, 2:57 PM
How to create horizontal bar chart using lwc

How to create horizontal bar chart using lwc

  #Salesforce

#LWC  #Chart  #Bar Chart  #Sales Cloud #TrailblazerCommunity #Salesforce #Salesforce Developer

1 answer
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Ramandeep Kaur (Wipro) posted in * CRM Analytics (fka Tableau CRM) *
Jun 5, 2020, 3:22 PM

Hi All,

 

If we create a stacked bar chart in Einstein Analytics, segments are sorted alphabetically.

Is it possible to sort it by Count?

For Example: in the attached screenshot, I want to sort segments by COUNT and not alphabetically.

Stacked Bar.jpg
5 comments
  1. haritha gopal (Wells Fargo)
    Jul 1, 2021, 8:27 PM

    Hello @Ed Mengel, I ended up creating separate bars to show count & % Activity for Top 5 HQ(Dimension) per user under each manager. So my bars grouping is Manager->User->HQ as shown in the attached image (names for blurred for security reason). I used Rank function to limit to Top 5 and also used it for sorting in Order By SAQL statement. Weirdly, grouping looks good in Lens/Chart mode (when I double click on the chart) but when I add it back to the dashboard, it's not retaining the manager/user group level display - it's repeating manager and user name for every bar that makes it look cluttered as shown in the attached image. Would you know why it does that and how I can fix it?

    Double_Bar_Chart_Grouping_DisplayIssue.png
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SivaKrishna Marri (Lead Consultant at Hcl Technology | 4x Certified at Salesforce) posted in * CRM Analytics (fka Tableau CRM) *
Oct 11, 2020, 5:00 PM

Having Issue with toggle  (Number / percentage)  

We have a bar chart that shows the number of booking increase every week. Is there a way, we can toggle between booking numbers and percentage of booking ?  . 

 

Where end user can select whether he wants to view the bookings by number or percentage.

 

here i used selection binding when I select number toggle  the bar shows in numbers  but when  I select percentage toggle its not giving (%) symbol with values..

What is the syntax or workaround for this?

 

@Peter Lyons @Midori Nakamura @Johan Yu 

2 comments
  1. Johan Yu (simplysfdc.com)
    Oct 12, 2020, 2:56 AM
    Hi Siva, if you make as 2 widgets, will that work? If yes, you should be able to use binding.
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Harry Borgenvik (Aveva) posted in * CRM Analytics (fka Tableau CRM) *
Aug 19, 2020, 9:09 AM

Hi All, 

 

A basic one i assume for you guys here - trying to bind a stacked bar chart. I know how to bind two standard charts but can't seem to manage 2 stacked bar charts. What's the right way to go about this?

Cheers!

 

Kind Regards,

4 comments
  1. Midori Nakamura
    Aug 22, 2020, 6:21 AM

    I am afraid to ask you from me, not Peter...

    Have you specified "split" under "columnMap" section in Query?

    Like,

    "columnMap": {

    "trellis": [],

    "plots": [

    "somethingMeasure"

    ],

    "dimensionAxis": [

    "date_Quarter"

    ],

    "split": [

    "Pipeline"

    ]

    }

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