Tableau offers some "out of the box" forecasting options. And while these will not be as great as advanced machine learning approaches, they still can offer some guidance on how - for example - your sales might develop. Adding a forecast is simple: as long as you have a decently filled timeline (notice: I will... Continue Reading →
How To select preceding periods with broken time ranges or cross year using sets.
Assume you have been tasked with creating an option for your users to freely select any (monthly) time period. This period shall be compared not to the previous year but to the preceding months. Example: Your user select Jan, Feb and March 2024, then your preceding periods would be Oct, Nov and Dec 2023. The... Continue Reading →
Quickie: how often do our sales staff need more days than the allowed threshold between sales?
Heavens, time is flying by, isn't it? Already time for a new blog post. Since I am somewhat short on time these days, I just have a quick one to share. Assume your task is to provide your sales management with an overview that allows them to easily figure out how often it takes a... Continue Reading →
Creating a filterable year-over-year Waterfall Chart with multiple measures using internal data densification
For today I have something hopefully interesting for many. A Waterfall chart is a quite common type of chart whenever we look at financial data but obviously can be used in many regards. In any case, it always does the same: it explains how we come from a starting reference to an end value by... Continue Reading →
Quartlery year over year comparison when one QRT isn’t fully done yet
Month on Month, Quarter on Quarter or Year on Year comparisons are an absolute standard in many analysis and/or dashboards. Recently the question came up how to do a quarter on quarter analysis on a yearly basis (that is, compare Q1 to Q1) when the current quarter is not yet finished. Understandably, the user wanted... Continue Reading →
Transferring results of a table calculation as a fixed value into another sheet at the example of a Top N ranking
A returning question on the forums is when users want to take the results of filtered table calculation(s) as a fixed value or value set to another sheet which actually is not possible. In this blog post, we will see three option to do the undoable.
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