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 – 3 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.

Top N and Bottom N in Tableau - 4 Methods

What should a report convey? What is the end user interested in? Should we present only the best data points (strength of the data) so that the end uses are happy customers? Should we show only the weakest data points which gives room for improvement and further investigation?

How about we show the good points and bad points together? This can be done in many ways. We can show Rank charts or build Highlight tables or Heat maps or KPI shapes etc.

To keep it simple, for this blog, we are going with a simple Top N and Bottom N Bar chart. The number of values N can be static or controlled by a Parameter.

Automate PDF or Image Download from Tableau Server or Tableau Online

Businesses users still trust using image in power point as a method of presentation. Tableau Server has a feature of downloading dashboard in PDF and Image(PNG) format. But the situation becomes a little difficult to download PDF files based on different filter values in the dashboard.

In this blog, tabcmd command-line utility which is used to automate site administration tasks on Tableau Server will help automatically downloads separate files for separate filters without having to manually do it repeatedly,

KPI shapes on the left of Bar Chart in Tableau

KPIs (Key Performance Indicators) drive a lot of business decisions. Showing bold and big font numbers on a Dashboard are good practices for visualization. But color coding them will take it to the next level because colors appeal to the end users more by adding the “wow” factor. Using shapes to represent the KPI will seal the deal making the best approach. Scientifically, human brain is tuned to understand and react to shapes and color pretty fast. Showing them together will make it a deadly combo.

Percent of Total on Stacked Bar in Tableau - 2 Methods

Parts of Whole or Breakdowns of Whole are widely used concepts in Data Visualization.

Stacked Bar is one such very widely used chart in Tableau and elsewhere.

Though the Police or Cops of Best practices frown upon developers who use Stacked bar, it is still a very popular chart for Media companies, Finance teams, Govt agencies, Supply chain etc.

In most cases, if not all, Stacked Bar charts are used to represent Percent of Total contribution.