Tableau - auto-mate/CheatSheetWiki GitHub Wiki

TABLEAU

Case Examples
CHEAT SHEET
Data Filters
Datetime To Date
Graph Creation
IF
Linking Data Fields
Makedate Examples
New Field
Parameters
Table Creation
Tableau graphs Example

Tableau graphs Example

Create a combination line bar graph

Using Example Data

Date Time	        Type	Forc    Forc MC	Forc LB	Act	Act MC	Act LB	HPH
01/07/2021 00:00	DATA	26	12	14	31	18	13	30
02/07/2021 00:00	DATA	52	24	28	52	36	16	30
03/07/2021 00:00	DATA	78	36	42	73	54	19	30
04/07/2021 00:00	DATA	104	48	56	94	72	22	30
05/07/2021 00:00	DATA	130	60	70	115	90	25	30
06/07/2021 00:00	DATA	156	72	84	136	108	28	30
07/07/2021 00:00	DATA	182	84	98	157	126	31	30
08/07/2021 00:00	DATA	208	96	112	178	144	34	30
09/07/2021 00:00	DATA	234	108	126	199	162	37	30
10/07/2021 00:00	DATA	260	120	140	220	180	40	30
11/07/2021 00:00	DATA	286	132	154	241	198	43	30
12/07/2021 00:00	DATA	312	144	168	262	216	46	30
13/07/2021 00:00	DATA	338	156	182	283	234	49	30
14/07/2021 00:00	DATA	364	168	196	304	252	52	30
15/07/2021 00:00	DATA	390	180	210	325	270	55	30
16/07/2021 00:00	DATA	416	192	224	346	288	58	30
17/07/2021 00:00	DATA	442	204	238	367	306	61	30
18/07/2021 00:00	DATA	468	216	252	388	324	64	30
19/07/2021 00:00	DATA	494	228	266	409	342	67	30
20/07/2021 00:00	DATA	520	240	280	430	360	70	30
21/07/2021 00:00	DATA	546	252	294	451	378	73	30
22/07/2021 00:00	DATA	572	264	308	472	396	76	30
23/07/2021 00:00	DATA	598	276	322	493	414	79	30
24/07/2021 00:00	DATA	624	288	336	514	432	82	30
25/07/2021 00:00	DATA	650	300	350	535	450	85	30
26/07/2021 00:00	DATA	676	312	364				
27/07/2021 00:00	DATA	702	324	378				
28/07/2021 00:00	DATA	728	336	392				
29/07/2021 00:00	DATA	754	348	406				
30/07/2021 00:00	DATA	780	360	420				
31/07/2021 00:00	DATA	806	372	434				
03/07/2021 00:00	WEEKEND_MARKER						600
04/07/2021 00:00	WEEKEND_MARKER						600
10/07/2021 00:00	WEEKEND_MARKER						600
11/07/2021 00:00	WEEKEND_MARKER						600
17/07/2021 00:00	WEEKEND_MARKER						600
18/07/2021 00:00	WEEKEND_MARKER						600
24/07/2021 00:00	WEEKEND_MARKER						600
25/07/2021 00:00	WEEKEND_MARKER						600
31/07/2021 00:00	WEEKEND_MARKER						600

Add Data Data / New Data Source/ Connect To Data etc…

  1. [Date Time] field to “||| columns” shelf
  2. Click on new [Date Time] item in “||| columns” tray and select “Exact Date” from Drop Down
  3. Add value for [HPH] (Hours per head) to “Rows” shelf
  4. Change to “Bar” in “Marks” Pane
  5. Drop [Type] Field onto “colour” in “marks” pane (All stacked values are from the same field split by other fields value)
  6. On [Type] Field in “marks” pane select sort/manual and move to required [position
  7. in “Marks” Pane click labels button and select layout
  8. Adding Lines ----
  9. Drag first of line items “Actual” to become item 2 in “rows” shelf
  10. Select “Actual” in “Marks” pane and change to “line” graph
  11. Select “Actual” in “Rows” Shelf and select dual analysis
  12. Drag additional line fields to right axis until two green bars visible and drop

NB Float legend - only in Dashboard

New Field

Can be made in Data area or worksheet Example Right Click in "Measures" on worksheet and select "Create"/"Calculated Field" In Data Click an header and do the same Example For a field called Yesterday

//Change name From Calculation1 to Yesterday then add   
MAKEDATE(DATEPART('year',NOW() -1),DATEPART('month',NOW() -1),DATEPART('day',NOW() -1))

MAKEDATE Examples

//Code For: Yesterday
MAKEDATE(DATEPART('year',NOW() -1),DATEPART('month',NOW() -1),DATEPART('day',NOW() -1))  

//Code For: First Day Of Month  
MAKEDATE(DATEPART('year',NOW() -1),DATEPART('month',NOW() -1),1)

Case Examples

CASE MID(TRIM([<SOME_FIELD>]),12,3)  
WHEN '<SOME_VAL_1>' THEN '<SOME_NEW_VAL_1>'  
WHEN '<SOME_VAL_1>' THEN '<SOME_NEW_VAL_2>'  
ELSE  
'NA'  
END

Datetime To Date

DATE([<SOME_DATETIME>])

Data Filters

Filters on Incoming Data can include formulas e.g.

    MAX([<SOME_DATE_FIELD>]) <  [Yesterday] 
AND MIN([<SOME_DATE_FIELD>]) >= [FirstDayOfMonth]

Where some criteria are calculated fields

Linking Data Fields

Use Data/Edit Relationships, Select Primary and Secondary Tables and Add Links as required. NB You can change the data in a field by making a calculated field and use the calculated field to make the join.

NB links show a red chain symbol when in use.

Table Creation

Drag Analysis Fields to Row And Columns and drop value field in Marks and set value to Text (and Marks to Text if required).

If you want to use most of the measures Drag Required Fields into Rows And Cols if desired then drag "Measure Names" into Rows or Columns as desired then drop "Measure Values" into Marks. Set Type to Text and remove non required items. NB this can be done in the filter which will appear.

IF

IF [<SOME_FIELD_1>] = '<SOME_STRING>' AND [<SOME_FIELD_2>] = [<SOME_DATE>] THEN  
    [<SOME_FIELD_X>] * 100
ELSE  
    0  
END

Graph Creation

For example with Date as X/base parameter:

Drag Date into Columns. Change to (Exact Date) Drag "Measure Values" into Rows
Remove unwanted items in Filters Card.

To Color: Click icon next to Measure Names in Marks Card and choose color, click large color button in Marks to change colors.

To Mark End of Line with data value right clik on node and select Mark Label/Always Show

Click Header To Change

Axis: Right click on Axis and Edit Axis

Include a second Axis: Drag Data For Second Axis to Rows, Click on its tab in the rows just created and select Dual Axis. Change Axis scale/color etc to suit.

Parameters

Right click in Measures Area (bottom left) and click Create Parameter. Name New Parameter in Pop Up Select Type. etc Use LIST or RANGE if required and ADD Data Direct From Field or Paste in Right click on new parameter and Show Parameter Control

If using for selection drag the selection field into the Filters and select Condition/By Formula and enter [Field Name]=[Parameter Name] (You may need to do this twice for both joined fields where there is a join)

CHEAT SHEET

RC = Right Click, LC = Left Click etc.

• Show Me - Select Fields with ctrl + (click on field) then select show me

• Devise Specific - Toggle on/off with Device Preview
	○ Select Phone/Tablet etc. click "Add <Device> Layout"
	○ Format - once added wont change other views
	○ Use initial dashboard as a template as only items on here can be used in device dashboards

• Dual Axis Graph 
	○ Two Fields
		§ Drag field to cols (X axis)
		§ Drag two fields to rows
		§ Right click on rows and select dual axis
		§ Right click on axis and select Synchronise
	○ Multiple 
		• Drag field to cols for (X axis)
		• Drag Field to rows for line/bar etc.
		• Drag Field to left of graph till two bars || sign visible and drop 
		• Continue for as many lines/bars as required
		• Drag Field to rows for new graph type (e.g. line if bar) or vice versa etc.
		• Change new field to desired graph type
		• Right click on left axis of bottom graph and choose dual axis
		• Swap item positions in row shelves to move forward or back like z-index
		• Set axis as desired

	


• Table means the same as crosstab or pivot
	○ Use measure names and drag to centre.

• Hierarchy - for auto levels +/- ( duplicate a field in the hierarcy to use without the drill down option )

• Formatting can Copy from a Worksheet tab to another Worksheet tab (only copies formats for items in format Tab (Pane on Left) )

• Tooltip  
	○ Show Graph/Table in tooltip -  Insert Sheet into tooltip to show mini graph etc.
		§ Option use entire view if to big or change default size from 300*300
	○ <ATTR(Field1)><ATTR(Field2)>  If these strings <ATTR(Field1)> and <ATTR(Field2)> etc. are colored differently and are F1/F2 are calculations such that others evaluate to "" only the remaining one will display and be in the set color.  E.g. their could be three evaluating to Reg Green and Amber.


• Sorting - Use 
	○ Axis buttons or 
	○ Manual - drag to required position
	○ Click on pill in row/col shelf
	○ Nested sort use axis button 
• Groups - for a lot of small items they can be changed to just one category e.g. other 
	○ Right click dimension and Create/Group (creates new pill with the grouping in it)
	○ OR select multiple rows in result and  right click group
	○ Include Other Option - Right click on pill with group select "include other" - switches non grouped into one category - Other
• Sets - Use sets to highlight specific items, - 
	○ sets can be combined inclusive/exclusive etc. e.g. by dropping on color in marks card to show in/out (i.e. IN/OUT of set)
• Set Actions
	○ Select Field for Set RC
	○ Create/Set options
		§ Change Name and OK
	○ Worksheet menu/Actions /Add/Change Set Values
		§ Select Name/Where its applied and invoke method plus target set
	○ Use By dropping on say color in marks or adding to formula
	○ Actions in tooltips set by action not tooltip editor


• Level of Detail LOD - Select Fields with ctrl + (click on field) then create calculation (Not Available!!!!)

• Filters
	○ Use ALL (allows new items to be auto included in the filter!!)
	○ Different for Measure/Dimension
	○ Formula Like SQL Having Clause
	○ Dates have some presets
		§ Last X years etc
	○ Interactive
		§ Have option for where they are used click ^ (C^)
		§ Customise (include search/All etc)
		§ Only Relevant (pre filtered excluded) or all option 
	○ Individual Record Vs Category filtering
		§ Drag val e.g. profit to filters choose all to filter at record level or sum to filter at summary level
	○ Context filters - these are applied first - efficiency?
			
		

• Discrete will create chunks e.g. year/qtr , continuous would be datetime

• Parameters
	○ Use in formula e.g. Drilling on A crosstab example
	○ Use in 
	
• Dashboard containers (Objects Vert/Horiz) resize where there is less/more data to show
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