YTD Formula

Option 1:

if
datediff('year', [Order Date], [date]) =0  and
month([Order Date]) <= month([date]) and
date( [Order Date]) <= date([date]) then [Sales] 
end

Here date is the parameter

Option 2:

if [Order Date] <= [date]

and DATEPART('year',DATEADD('month',12,[Order Date])) = DATEPART('year',DATEADD('month',12,[date]))
then [Sales]
end

Option 3: 

sum(if year([Order Date]) = year([dateinput]) and [Order Date] <= [date] then [Sales] END)

Color formatting along with text , color , KPI and shape for more than one measure

Say you have 7 or more measures and you need to show the KPI indicators along with the text values. This is a kind of challenge we faced

In order to successfully implement this scenario.

Here are the steps we followed in order to achieve it. We chose Dual axis method for this scenario.

For the time being i am showing it for one measure, you can do it for all of them in the same way.

1. Create two  calculated fields name it as ‘Color’ and ‘Color text’ respectively with value as 1.

2. Drag Color and Color text fields to Column shelf

3. By default it will be aggregated as SUM. So, Change it to Attribute.

4. Right Click on Color Text and make it as Dual Axis.(if you want you can also chose the               shapes instead of the default Abc text.

5. Now Create one more calculated field  say KPI-Sales to define the KPI values for each               measure.(Green > 50k, Red <10k, Yellow <30, like that).

6. When you see marks shelf you will notice the columns ATTR(Color) and ATTR(Color text).

7. Click on the Color Text 

8. Drag the calculated field KPI-Sales to the color shelf and assign/map the colors              

        accordingly.

9. Drag the measure (Sales) to the label shelf.

10. You will be able to see the Color and text for the Measure in your view.

11. Now you need to do the formatting of the name, fonts, column colors etc..

12. That’s all guys .. 

Enjoy :)

How to set the filter value default to none ..

Sometimes we may have a requirement to show the blank sheet in the dashboard.

User will have to give the inputs in the filter and then accordingly display the reports in the dashboard.

These are the steps you need to follow..

1.Click on the filter

2.select customize 

3.deselect the show ALL option

4.change the filter to single drop down mode

5.you will see the default value present in the filter

6.Now Edit the filter

7. In the general tab you see all the values 

8.you will also see ALL , NONE tabs..

9.click on None tab and

10.click on OK

11.Now your filter shows the default value as None.

Enjoy..:)

Tableau Starter Kit

1. Download the Tableau Software and Install it in your computer.
2. Access the Starter Kit Workbook  from the link http://www.tableau.com/learn/starter-kit
3. And  enjoy learning Tableau Desktop Tool within 20 days.
Source : Tableau Digital Team 

Data Blending -Key points

Important notes in Tableau Desktop

Important notes in Tableau Desktop

• Multidimensional data sources do not support aggregations and binned data.
• Multidimensional data sources supports only in windows.
• You can use tableau to aggregate measures only with relational data sources, multidimensional data sources contain aggregated data only.
• Null values are ignored in median, count, sum, avg and countD.
• Median does not work on live connection.
• Median was not there before 8.2 version.
• Percentile required extract data. Percentile works with only extracts.
• When all measures are disaggregated you see a mark for each row in the view, you can't select marks to keep only, exclude or create a set when all measures are disaggregated.
• A dimension can be aggregated as a measure using minimum, maximum, count and count (distinct)
• Count (Distinct) is not support for Microsoft Access, Microsoft Excel and text files data sources. These data sources requires extract to work with CountD
• Dis-aggregating the data can result in a performance degradation.
• When you are writing formulas, any part that displays in bold indicates that it will be computed locally with in tableau on the aggregated results. Any normal weight text will be computed at the database level.
• Functions are displayed in Blue color while creating calculation field.
• Data window fields are displayed in Orange color while creating calculation field.
• Operators are displayed as Blank color while creating calculation field.
• Parameters are displayed as Purple color while creating calculation field.
• Comments are colored as Green color while creating calculation field.
• Grand Totals cannot be applied to continuous dimensions.
• The view must have at least one header to apply Grand Totals.
• If row headers are displayed you can calculate Grand Total for row, If column headers are displayed you can calculate Grand Total for column.
• Forecasting is not supported for multidimensional data sources.
• Forecasting doesn’t work if the view contains:
  (a) Table calculations
  (b) Disaggregated measures
  (c) Percent calculations
  (d) Grand Totals or Sub Totals
  (e) Date values with aggregation set to exact date
  (f) A time series contains null values also imposes constraints.
• The smaller the p-value, the more significant the model.
• If your data contains negative values tableau cannot plot them on a logarithmic scale. All values with a negative value will be displayed at 1 on the axis.
• The pattern match is not case sensitive in filters wild card match.
• If we are using multidimensional data source wild card match option is only available when filtering single level hierarchies and attributes.
• Filters cannot be applied across multiple data sources.
• In previous versions of tableau desktop, the All using this data source option was called make global and the only this worksheet option was make local.
• Sorted fields are identified by a sort icon on the right side of the field.
• You cannot nest inner joins within left or right joins. These joins will cause a "join expression not supported" error.

Source : Suresh Reddy NallapaReddy

Some Findings While Working on Tableau

Observations

• More than 16 dimensions is not possible in table layout
• Side by side bar with line chart is not possible
• Exporting all dashboards or all sheets in a single dashboard in to single excel file is not possible
• When title as header session it is not showing all values as list, it is showing it as 5 more
• There is no multiple selection in parameters
• If we use data base column in parameters list that list is not refreshing dynamically.
• Dynamic pagination is not there.
• Session is not there (like SAP BO)
• Automatic text wrapping is not there
• Selected prompt values deselecting multiple values is not there like other reporting tools.
• Sort icon is not working as other reporting tools
• Tableau taking much time to sort the filter values.
• CountD, Median, percentile functions does not work when we use data blending.
• Adding subtotals and totals is not possible when we add measures in between dimension columns in discrete mode.
• In cross tab report Coloring to entire row based on KPI is not possible in tableau
• Zero value issues in Pie, Bar chart and Bubble chart with Marks labels

Source : Suresh Reddy Nallapa Reddy