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# calculations Tag

## Tenure Calculations in Tableau

For those businesses that have a portfolio of clients, or a variety of members or students, a frequently asked question is, "For how long have I worked with my clients? For how long have these people associated with my business or service?" In order words,...

## Webinar Replay: Essential Tips to Optimize Your Tableau Calculations

We don’t have to re-invent the wheel when it comes to making improvements. It’s about taking what we have done and making minor improvements to improve efficiency. With Tableau to make these minor improvements it often means doing the work in advance. So why is performance...

## Advance with Assist: A Shortcut for Duplicating Calculations

Question: I’m needing to split Sales out for each member of a dimension to have separate measures. What’s the best way to go about that? This question comes up from time to time when someone has a dimension that separates out a single measure, but the...

## Hiding Data in Tableau with Table Calculations and Level of Detail Calculations

Have you ever wanted to hide some of your data but not filter it? In this article, I will demonstrate how to hide certain pieces of data without filtering them out of the calculation results. I’ll be using a method that involves level of detail...

## How to Calculate XIRR in Tableau with Python

Me: “I’ll take Python for \$200, Trebek.” Trebek: “The time it takes for you to create a hand-coded XIRR calculation in Python for use in Tableau’s TabPy?” Me: “What is ‘a long time’?” Trebek: “Correct!” That’s right—you can now calculate XIRR in Tableau!  But it’s not going to be...

## Tableau Dashboard Tip: Creating a Dynamic Colour Legend

While attending the Tableau Conference in London, we received many interesting questions. I want to share one of them here. We want to see sales performance over time. What if we sometimes want to compare different sub-categories separately and just want to see the development...

## Building Filters in Alteryx for Tableau, Part 2

This post continues from Building Filters in Alteryx for Tableau, Part 1. In this, the foundation filter calculations were built. I advise going through Part 1 before looking at this section. If you would like to follow on with the workflow, it is possible to...

## Building Filters in Alteryx for Tableau, Part 1

Recently, I was required to prepare data in Alteryx and output it into a .Hyper file to create a Tableau workbook. The data that was being utilised looked at past sales and potential future sales. The dataset was a very large dataset, over 20 million...

## Advance with Assist: Creating a Sankey Diagram from Survey Data

Question: "I want to build a Sankey diagram with my survey data, but I don’t know how to even start this. I want to be able to see someone’s response before exposure and after exposure to the test object we are surveying on. Could we hop...

## Questions from Tableau Training: Down the Aggregation Rabbit Hole

Every single day, I get emails from former students asking for help with everything from visual best practices to calculated fields. Sometimes the questions are quick while others require more thought. Some may be deceptively simple questions that turn into something more complicated than first thought. What...

## Tableau Tip: Default to Current Week and Allow Week Selection

The idea behind this blog post is to document a novel approach I have come up with to allow for date selection in a report that defaults to the most recent time frame. There are multiple ways this sort of problem can be solved. My...

## Questions from Tableau Training: How Can I Draw a 45-Degree Angle?

"How can I draw a 45-degree angle in Tableau, starting from the lower left-hand corner of my view and ending in the top-right corner?" This question came from Ece during a Desktop III class in Atlanta, as well as Christa and Erik from a Visual Analytics class in Boston....

## Building a Tableau Dashboard Navigation Pane Using Calculations and Actions

Recently, I’ve found myself setting up dashboards with navigation panes for one reason or another. Whilst this could be accomplished with a parameter-based drop-down or by navigating to different dashboards, if speed isn’t a concern, then it can be a great boost to the user...

## Compare Incomplete Month to Same Days of Previous Month in Tableau

Ah, the month-on-month comparison. I’m not going to bore you with a sermon on the ins and outs of monthly comparisons, but I do want to explain what this particular variation accomplishes. In my previous post on comparing an incomplete week to the same days of...

## Compare Incomplete Week to Same Days of Previous Week in Tableau

For the past few months, I’ve been working with a client for whom tracking performance is a matter of life and death. Okay, maybe it’s not that dramatic … but they care a lot about player engagement and revenue streams for the video games they...

## Tableau’s INCLUDE Level of Detail Scope

This week, I gave a talk on level of detail expressions at the Atlanta Tableau User Group. Preparing for that talk, I watched lots of video. The speech by Ian Coe and Adam Kamor, Pick Your Poison, LOD Expression or Table Calc, inspired this dashboard....

## Tableau Deep Dive: LOD – LOD Calculations vs. Table Calculations

At first glance, it could appear as if there is redundancy between level of detail calculations and table calculations. In fact, you might wonder if you could use table calculations to accomplish much of the functionality for LODs. Let’s consider a simple use case for...

## Tableau Deep Dive: LOD – The Fixed Calculation

In Part 4 of our Tableau Deep Dive on level of detail, we’re going to examine the last of the three LOD calculation types – Fixed. Remember: This series is building upon each article, and I highly recommend that you start with Part 1 and go...

## Tableau Deep Dive: LOD – The Exclude Calculation

This is the third article in our Tableau Deep Dive on level of detail. Part 1 reviewed the idea of detail. Part 2 introduced level of detail calculations and examined the Include LOD calculation. Let’s now jump into Exclude. A Use Case For our examples in this article, we’ll...

## Tableau Deep Dive: LOD – The Include Calculation

In the previous article of this Deep Dive on LODs, we talked about Detail in general for Tableau Desktop. In Part 2, we’ll explore the Include level of detail calculation. Start With the Data Before I go into Tableau Desktop, I always think it’s foundationally important to...

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