Creating Calendar Views in Tableau

Data

Creating Calendar Views in Tableau

On the walls, in our emails, or on our desks, the calendar is everywhere.  We use calendars to book events or meetings, remember birthdays, verify bandwidth for client coverage, etc…  Making something that looks like a calendar in Tableau is as simple as putting the right pieces on the correct shelves. 

If you have a Date field in a format that Tableau automatically recognizes, you have the ability to choose any level of the date hierarchy and place on the shelf of your choice.

1) To start a Calendar view, we will Right-Click Drag our Date field to the Column Shelf and Select Month/Year as our discrete format.

2) Next Right Click Drag another instance of the Date field to the Column shelf and Select Weekday as the discrete format.

3) Next, Right-Click Drag the Date field to the Rows shelf and select Week as the discrete format.

4) To Finish, filter your view to a single month, and you should see this:

 

To get the calendar to look like a calendar do the following:

1)      Change your view to a Square on the Marks Card

2)      Right-Click Drag your Date field to the label Shelf and Select Day for your discrete format.

3)      Edit the Label to be Centered and Bolded.

4)      Color your dates by anything of your choice. Edit colors to a lighter shade so the dates show through

5)      Adjust your view so your Shapes aren’t so close together. Rotate Labels, manually size columns, etc.

6) *I would Hide the Week Numbers from view, but am showing them here for reference*

You now should see this:

Your Calendar is now linked to your data, so this could become very useful in a Dashboarding Environment with Action Filters.

 

 

More About the Author

Dustin Wyers

Assist Lead
Advance with Assist: Tableau Server License Renewal Refresh  Question: I renewed my subscriptions in Tableau Server, but my licenses no longer show on the server following the old key expiring. ...
Tableau Conference 2020: Highlights from Devs at Desks Devs on Stage is probably my favorite keynote every Tableau Conference. With the move to virtual, it was reimagined to be Devs at ...

See more from this author →

Subscribe to our newsletter

  • I understand that InterWorks will use the data provided for the purpose of communication and the administration my request. InterWorks will never disclose or sell any personal data except where required to do so by law. Finally, I understand that future communications related topics and events may be sent from InterWorks, but I can opt-out at any time.
  • This field is for validation purposes and should be left unchanged.

InterWorks uses cookies to allow us to better understand how the site is used. By continuing to use this site, you consent to this policy. Review Policy OK

×

Interworks GmbH
Ratinger Straße 9
40213 Düsseldorf
Germany
Geschäftsführer: Mel Stephenson

Kontaktaufnahme: markus@interworks.eu
Telefon: +49 (0)211 5408 5301

Amtsgericht Düsseldorf HRB 79752
UstldNr: DE 313 353 072