#Tableau Desktop & Web Authoring176 人正在讨论

I have a complicated issue due to how the shareholders want the data displayed and the calculations involved. 

What I am trying to do is simply get for Month 1 for the [Projected Carry From Prior Month] to be  

Month 0 ([Shipments Calc] + Month 0 [LOD Actual Demand]) -  Month 0 [Forecast) resulting in 24,422 ((14,490 + 111,872)-101,940). 

I kept the Old Formula for the [Projected Carry From Prior Month] metric in the workbook as it is made up of three calculations. The issue is when i bring in [LOD Actual Demand] I get the error of cannot mix aggregate and non-aggregate. No matter what I try I cant get the error to fix unless I break the [LOD Actual Demand] by taking off the additional SUM in the formula which results in the wrong answer. Any help would be greatly appreciated. Tried multiple  

Expected End Result of formula: 

Month 0 is 0 by default since there is no carryover. So for  

Month 0 the calc should show 0,  

Month 1 the calc should show 24,422 

Month 2 the calc should show 12,844 

Month 3 the calc should show 13,756 

 resources before asking here and they could not figure this out 

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#Tableau Desktop & Web Authoring  #LOD  #Formulas  #Tableau

Hi everyone,

I’m trying to solve a Tableau issue involving FIXED LOD calculations, a Max Run Date context filter, row-level highlighting, and a blended data source.

Background

I have a dashboard with two sheets/tabs.

Sheet 1 – New Prescribers

This sheet identifies New Prescribers at the HCP level.

The sheet has the following filters:

•  Max Run Date Flag = True — in context
•  Trial = True 
•  User Filter = True 
•  Several territory/region dimensional filters 

My Avg Patients calculation is:

{ FIXED [NPI], [Month] :
    AVG([unique_patients_yutrepia_winrevair_zinc_cvs])
}

My New Prescriber calculation is:

ZN([Avg Patients]) > 0
AND
{ FIXED [HCP] :
    MAX(
        IF [Run Date] < { MAX([Run Date]) }
        AND ZN([Avg Patients]) > 0
        THEN 1
        ELSE 0
        END
    )
} = 0
Sheet 2 – Summary/Output Table
The second sheet is an output table that is being rendered through a SuperTable extension.
The row dimensions are approximately:
HCP
Institution
CPS Region
ALD Region
NPI
CPS Territory
ALD Territory
NPI Specialty
State
ZIP
...
The table also contains monthly patient measures such as:
Jun Est Pts
Jul Est Pts
Aug Est Pts
I am not displaying the New Prescriber field as a column.
Instead, I need to use New Prescriber only to highlight the entire row of the 5 New Prescribers in SuperTable.
The problem
Initially, I did not have Max Run Date Flag in context on Sheet 2.
I placed the New Prescriber field on Detail so that SuperTable could use it for row highlighting.
This worked correctly:
The table had the correct number of rows.
The 5 New Prescribers could be identified/highlighted.
However, I also have a ratio calculation involving two data sources:
Yutrepia Patients → Primary data source
Shipment Patients → Secondary/blended data source
Without Max Run Date Flag in context, the ratio does not return the expected values.
When I add Max Run Date Flag to Context
The ratio/counts become correct.
However, once Max Run Date Flag is in context, putting the New Prescriber field on Detail causes the table to split/increase rows.
For example, an HCP that should appear as one row can effectively get split because of the New Prescriber value at the underlying record level.
I don't want New Prescriber to change the existing row grain. I only want it to act as a highlighting flag.
So I currently have this conflict:
Setup	Result
Max Run Date NOT in context	Correct row count + New Prescriber highlighting works, but ratio is incorrect
Max Run Date IN context	Ratio is correct, but New Prescriber on Detail causes additional/split rows
What I am trying to achieve
I need all of the following simultaneously:
Keep Max Run Date Flag as a context filter because it currently makes the blended ratio calculate correctly.
Identify the same 5 New Prescribers as Sheet 1.
Use the New Prescriber result only for row highlighting in SuperTable.
Do not add New Prescriber to the dimensional grain or create additional rows.
Keep the Yutrepia Patients / Shipment Patients ratio accurate.
Maintain the existing HCP/NPI/institution/etc. row structure.
My questions
1. Why does adding Max Run Date Flag to context cause the New Prescriber field on Detail to split/increase the rows?
I understand Tableau's order of operations, but I'm not clear on exactly how the context filter is interacting with my FIXED [HCP] calculation and the existing row grain.
2. Is there a way to calculate the New Prescriber flag at the HCP level and expose it to SuperTable without making it part of the mark's dimensionality?
For example, should I be using an aggregated version such as:
MIN([New Prescriber Flag])
or
ATTR([New Prescriber Flag])
instead of placing the dimension directly on Detail?
3. Is my current New Prescriber LOD logically correct when Max Run Date Flag is a context filter?
The calculation needs historical Run Dates because it checks:
[Run Date] < { MAX([Run Date]) }
But the context filter may be restricting the data before the FIXED LOD is evaluated.
Could this be the reason for the unexpected behavior?
4. Most importantly, how can I solve the ratio and highlighting requirements without increasing the row grain?
Would the recommended solution be to:
change the LOD,
create a separate HCP-level flag,
use a separate data source/relationship,
use a table calculation,
use an aggregated field on Detail,
or handle the Max Run Date differently?
One additional detail
The Avg Patients calculation is:
{ FIXED [NPI], [Month] :
    AVG([unique_patients_yutrepia_winrevair_zinc_cvs])
}
while the New Prescriber logic is fixed at [HCP].
The output table itself contains several dimensions below/alongside HCP.
So I suspect there may be a grain mismatch between [NPI] + [Month], [HCP], and the output-table grain, but I'm not sure whether that is the actual root cause.
What would be the recommended Tableau approach to achieve this without duplicating/splitting the rows?
this is from databricks sourc and i don;t have access to those sources so couldn't share the .TWBX file part of confidential.
Thanks!

This correctly identifies 5 HCPs as New Prescribers

on Sheet 1. 

Hello All,

I’m using Tableau Desktop 2025.3 on an Apple Silicon Mac and connecting to our Tableau Server at:

https://mytableau.nameoforg.org

Issue summary:

• I can sign in and browse workbooks on the server
• During sign-in, I see two login pages:
  1. https://fs.nameoforg.org
  2. https://mytableau.nameoforg.org
• After I select a workbook and click Open, Tableau prompts me again to connect to: 
  https://fs.nameoforg.org
• Then I get this error: 
  “Cannot connect to Tableau Server. Please check the server name and port and try again.”

Expected behavior:

• Tableau Desktop should authenticate via SSO if needed, but continue using https://mytableau.nameoforg.org as the Tableau Server
• The workbook should open without prompting me to connect to https://fs.nameoforg.org as if it were the Tableau Server

Observed behavior:

• fs.nameoforg.org appears to be treated as the Tableau Server during workbook open
• Connection fails at that step

Environment:

• Tableau Desktop: 2025.3
• Hardware: Apple Silicon Mac
• Tableau Server: https://mytableau.nameoforg.org

Repro steps:

1. Open Tableau Desktop
2. Sign in to Tableau Server at https://mytableau.nameoforg.org
3. Authenticate through the NYU login flow (https://fs.nameoforg.org)
4. Return to Tableau Server and view available workbooks
5. Select a workbook and click Open
6. Tableau prompts for server sign-in again, showing https://fs.nameoforg.org
7. Error appears: “Cannot connect to Tableau Server. Please check the server name and port and try again.”

I tried using agentforce to address this issue, and recommended using default browser to auth. I did the change and now this is the error that I'm getting:  

Unable to complete action 

Authentication failed. 

Error Code: 84223ADA 

Tableau received an OAuth error from your request.  Please see the error message for more information: Use JsonReader.setStrictness(Strictness.LENIENT) to accept malformed JSON at line 3 column 1 path $ 

See

. 

Can't seem to get tableau to work on macOS. I can use it on a VDI on windows but I rather use my own hardware since it is faster.  

As many other posts have done, I'm trying to figure out a way to make default values in a lower filter for cascading filters. If I have two, single select drop down quick filters (I can only use single select drop down with the all option turned off in the customize menu; I cannot do multiple values list) and one is "School Level" and the other is "School Name", I need to create a filter action that will set School Name to a default element based on the choice of School Level. For example, if I have my School Level set to "Middle Schools" and my School Name is set to "ABC Middle School", then change my School Level to "Elementary Schools", I need School Name to change to an element within "Elementary Schools", say "XYZ Elementary School." I work to make school data more accessible than how it is currently reported and many of the families who use the dashboards I work on will struggle to access this tool if changing your school level makes the view go blank because the school you were looking at is not in the new level.

Someone recommended creating a reset button, but that doesn't actually solve the problem. If by default when you open the visualization my School Level is set to "Elementary Schools" and the School Name is set to "ABC Elementary School" (because the filters have to be set to something when you start and it can't be the all option), once you change your School Level to "Middle Schools," the problem is the first thing you encounter because the School Name filter is set to "ABC Elementary School" which is not a Middle School. Now, because you are confused, you press the reset button and are sent back to where you were before.

I've also seen this webpage titled How to dynamically set default values for quick filters and I've tried to recreate his steps, but I assume Tableau has changed how the filter action works since 2015 when the page came out. I've attached the workbook file below to see what I've tried there. His example used a field in the original Sample Superstore called Order Priority, but that no longer is included. To replicate the issue here, I used Sub-Category to act as the sub-filter for the action to affect, then limited it to 2021 and a few manufacturers since the data set is so big. When you click "Same Day" as the Ship Mode in the dashboard and set the Sub-Category to copiers, the Profit Per State view will go blank. It's likely I just don't know how to use filter actions correctly since I'm newer to Tableau, but any help would be appreciated.

I also found the setting default filter selections post, but it is based on the post mentioned above and I'm struggling to figure out how to parse out the issue I'm having.

Any help is greatly appreciated!

Hi everyone, I’m looking for some help with a Tableau dashboard I’m building. I’ve attached screenshots of my current worksheets and the dashboard layout.

I have

For each statistic, I want the athlete’s

• 🟢 Green = above their selected position’s League Avg/Q
• 🟡 Yellow = equal to the League Avg/Q
• 🔴 Red = below the League Avg/Q

The main issue is that the athlete AVG/Q and League Avg/Q are on separate worksheets. I need the position selection to change the League Avg/Q benchmark, but I don’t want it to filter the athlete’s own statistics, as their AVG/Q should remain their total for the match.

I also need each athlete’s position selection to work

I need this to work across multiple stats such as CPR/Q, Feeds/Q, Assists/Q, Gains/Q, etc.

What would be the best way to set this up in Tableau so the conditional colouring works correctly?

Thanks for any help!