Latest File Refresh from Shared folder in Tableau

Many companies and teams rely on using data from local files that are extracts generated from other traditional systems for Visual Reporting. This blog is one of the use case examples where Tableau reads data files from Shared locations for timely refresh of reports.

Finding Business Age in Alteryx

Age calculation in one of the most widely used features in reports. All tools by default provide Calendar Age between a Start Date and an End Date through Date Difference or Time Difference type of functions. But end users in many cases request for the difference between two dates in Business days. This blog aims at calculating this value in Alteryx. The idea is to eliminate the Saturdays and Sundays in the calculation..

Nested Ranks for Multiple Dimensions in Tableau

Rank is a very powerful concept in Tableau and one of the widely used Table Calculations. It can be used in many situations along with other Helper functions like Index(), First(), Last() and Size(). It can also be very effectively leveraged for Pagination.

In this blog, we will focus on the Top Ranks using multiple Dimensions within the same visualization for the same measure.

Population Pyramid in Tableau - 2 Methods

Population pyramid is a histogram type of graphical representation that shows population by gender where values are stacked top to bottom from high to low or low to high values. Some analysts call it a step chart because it looks like a flight of stairs. From a broader view, it represents a triangle or a pyramid structure.

In this blog, we shall be discussing two methods of creating this chart in Tableau. The first method is a crude method which has multiple pieces assembled on a Dashboard. The second method is a more powerful one where all changes are done in the same visualization.

Custom Color for Bullet Charts in Tableau - 2 Methods

Bullet chart was introduced by the data visualization pioneer Stephen Few to overcome some of the older visualization techniques and charts like Gauges, Speedometers and Thermometers.

Bullet chart is one of the best charts to show progress of a metric with respect to an existing standard. This blog aims at creating a Bullet Chart with customized color segments for the defined ranges.

Split String fields based on delimiters in Tableau – 2 Methods

Split function introduced in Tableau 9 was a very good addition to the existing automatic functions available in Tableau in other lower versions. The split function has two features. One is an Auto split which identifies a common delimiter and creates only two new columns. The second one is a custom split where the Tableau developer specifies the delimiter and the number of columns required.

Deficit Analysis Chart in Tableau (Pie Chart)

Deficit/Surplus Analysis is a very interesting concept in data analytics. It has deep impact on a company’s growth and progress. The word Deficit can be used as the noun form of Deficient (Deficiency) meaning less nourishment which is not restricted to food.

The common way of representing Deficit or Surplus would be a simple Percent Change calculation. In the previous blog, we used a modified waterfall chart. In this blog, we will build a special Deficit Donut chart (a slightly modified Pie Chart).

Split file into equal outputs using Alteryx – 4 Methods

Data staging is a very important phase during database upgrades or database migration or for use in parallel processing. Some architects take the dump of entire data either as JSON format or Text format. Then the file is cut into multiple pieces so that the new data warehouse can be populated in small incremental steps. This helps in identifying errors and is also easy for debugging if the process fails at any stage. In this blog, we will be discussing different methods to split a sample file into equal pieces.

One Click PDF download from Tableau server

PDF download is among the common features requested by end users and Tableau has a good built-in feature for this. But sometimes users might get lost in navigation.

Leveraging simple HTML & JavaScript code would allow users to download a PDF link by a single click.

Deficit Analysis Chart in Tableau (Bar Chart)

Deficit/Surplus Analysis is a very important concept in the financial world. It has deep impact on a company’s growth and progress.

Though Deficit and Surplus go hand in hand, analysts in general refer to it as Deficit Analysis. The concept is very simple and straight forward. We usually have a Start Value or the Threshold and an End Value or the Actual. We are interested in finding the difference between these values.

Deficit Analysis can be used for a lot of situations. The most common are Calorie Intake and Nutrition Deficit, Revenue and Expenditure, Imports and Exports – Trade Deficit, Budget Deficit, Stock Volume – Break Value, Profit and Loss, Income and Expenses, Equity – Assets – Liabilities and list goes on.

Finding Leap Years in Tableau - 3 Methods

We know that leap year occurs once every 4 years. For some firms, accounting the extra day can have its own positive and negative impact. There are few companies that allocate budget on a day to day basis. For them, the extra day can become an issue. For some financial companies, it works well as it generates an extra day of revenue.

When it comes to reporting, we find inconsistency in comparison values involving a Leap year. We don’t realize it in the beginning. When we do some investigation with the data, we find the leap.

In this blog, we will discuss 3 very simple methods to identify if a year is a Leap year.

Formatting Numbers to Required Units in Tableau - 2 Methods

Number formats are very important for reporting, especially when representing huge numbers like population, stock volume, balances, manufacturing units etc.. Also, formatting is a feature of best practices since end users are not interested in every units and tens place. They are more worried about the Billions and Millions and Thousands. Also, this does not inundate the end users with a bunch of numbers.

Showing Min & Max and Start & End in Tableau – 2 Methods

End Users are very keen to understand the time trend of the business. Chronological progression in time reveals a lot about the journey. If the time series has a lot of fluctuations, it is easier to read only the crests and troughs. But some end users just want to look at the highest value (may be the best value) and lowest value (may be the weakest value). At the same time, there will be requests to show what the start value was and what the end value is. Showing all the four values – Start, High, Low and End depicts a very good journey of data.

In this example, we will show the labels for all the 4 above mentioned data points on a Time Series on Tableau. There are different ways to achieve this. In this blog, we shall discuss 2 different methods.

Converting JSON data into flat structure using Alteryx

JSON or JavaScript Object Notation is an open-standard text-based storage format derived from JavaScript. The data is stored in Name-Value pairs. Some architects and developers prefer data in JOSN format because of its simple syntax.

But sometimes to analyze the data or do some testing or manipulation, we might need this data in a tidy Two – Dimensional flat structure where the column headers are on the top followed row level values like a standard Excel or CSV format. IN this blog, we will discuss about using Alteryx to convert the JSON file into a flat structure.

Custom Territories with Aggregate Values in Tableau - 3 Methods

With Tableau 10.0 a new feature called Geographic grouping was introduced. It is an extension of the existing group feature by providing an automatic Geographic Role (Groups are manual and static buckets or segments created using existing Dimension members). Now this group acts as a parent and can be used on a Geo map without the support of the child field.

Dual Axis Chart in Tableau - 3 Methods

Comparison charts are very common and most important charts for any data. Tableau also can create some very special comparison charts. One such widely used and popular chart in excel and other BI tools is a Dual Axis Chart or referred to as Combo Chart (Involves the combination of 2 charts).

We focus on 2 measures where one measure is superimposed over another measure. Many of us assume that the second measure is placed above the first measure. It is not above, it is on (One behind another).

Any other comparison chart that we build in Tableau needs the same scale for comparison. But Dual Axis (The word itself is very intuitive – 2 Axes: one for each measure) allows for the use of different measures. In many cases, Dual Axis is used for Time Series.

YTD - CY vs PY in Tableau – 2 Methods

Some of the C-level suite people or VP/Managerial level people ask these questions: How did we perform this year compared to the last year? How much have we grown as a business from when we started the venture? Where do we stand against our own values with respect to the previous quarter or previous month or previous week?

In this blog, we will be comparing values from this year vs last year until today (including today). In simple terms, we want to evaluate the YTD (Year to Date) for the CY (Current Year) vs the PY (Previous Year).

Extracting Latitude and Longitude from a KML file using Alteryx

With Tableau’s instant geocoding, it is very easy to build visually rich interactive maps for fields that have a specified geographic role. For most of the developers, Geo Spatial data for geo mapping is big requirement. With Tableau 10.2, a new native spatial data connector was introduced. Tableau at this point (10.5) will not be able to represent Points and Lines and Polygons together. We may expect them in the near future. To show points and lines and polygons together, we need to extract the Latitude and Longitude.


Filter across Data Sources in Tableau - 3 Methods

With Tableau, Blends have been one of most important and difficult concepts to understand and execute. Tableau does a great job in providing color and visual cues in identifying the Main Source (Primary) and Dependent Sources (Secondary) after fields from both data sources come into the view.

Many of us after using blends in variety of cases, still have issues with them and constantly try to resolve them with hacks and tricks. One such case is or was ‘Filtering across data sources’ and it is a huge necessity for most organizations. With Tableau as a tool constantly evolving and adding more features for every new version and release, Blends and Cross Data Filters have found significant improvements.

Creating a KML spatial file using Google maps for Tableau

With Tableau’s instant geocoding, it is very easy to build visually rich interactive maps for fields that have a specified geographic role.

For most of the developers, Spatial data for geo mapping is big requirement. Spatial data sets offer something that regular fields on Tableau cannot offer. For example – Lines and Polygons. These cannot be automatically shown on Tableau with the support of Point Oder, Path Information and Polygon data.

With Tableau 10.2, a new native spatial data connector was introduced. Most of the developers had a big sigh of relief as it made their jobs a little easy. The Spatial connector can be used to access KPI files, ESRI Shape files, Map-Info tables and GeoJSON files.