Misunderstandings happen all over the place and Tableau and it's Forums are no exception to that rule. Specifically when referring to my last blog entry on the above matter, the provided data was so simplified that my resulting understanding turned out to be wrong. What the user wanted was not - as I had deduced … Continue reading Diagonal running sums in a table – 2nd edition (and why it is actually window sums)
Month: October 2021
Diagonal running sums in a table
Hi there. In today's episode of "everything table calc" we will be having a look at how to compute a diagonal running_sum in a table in Tableau. Though in honesty the use case isn't really clear to me the fact that someone on the Tableau forums asked precisely this question is an indication that their … Continue reading Diagonal running sums in a table
Summing profit & loss whilst maintaining stock value for balance sheet with a single day slider filter
Being a finance guy by background, this question from the forums got me straight away. The request was to find a solution where a single value slider (this is important) filter could be used on a daily basis but when the "All" function was used, it should only sum up the values for the profit … Continue reading Summing profit & loss whilst maintaining stock value for balance sheet with a single day slider filter
Rapid Dashboarding: 5 step process to dashboard success
Sometimes the best you can do is quote someone who did it all so well.
So here we go, a great blog post from Julie Laux on fast (or rapid) dashboarding. 100% worth a read.
July 2021
The Back Story
Five years ago, I decided to change my career and go into analytics. The first thing I did was hop on a plane to sunny California and attend the Storytelling with Data Workshop, led by Cole Nussbaumer Knaflic. I learned all about data visualization, how to choose the best graph types, and do’s and don’ts of dashboard design.
I came home and taught myself Tableau and Alteryx and I was well on my way to starting my new analytics career.
Then one day I got an email from one of our Sales VPs, and it said:
“Hey Julie, I was wondering if you can help us build a dashboard to show these three metrics on monthly basis. Seeing this data will really help us improve our sales team performance. “
Wow, my first dashboard request! I had just learned everything there was to know about…
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Filling the gaps – three levels of difficulty
Forums are most fun when a question really makes you think. For today’s blog post, we will be revisiting a question that asked how a table with missing values, i.e. nulls, could be filled not with the preceeding value but with the following value. Also, there can be multiple instances of null values in succession. For this exercise, however, we will be going through three levels of difficulty to gradually evolve our understanding.
Tableau Adventurer 