Totals in Tableau are notoriously rigid. You can’t add two totals lines; one for summarized values and one for averaged values, in the same worksheet. You can have one, the other, or allow Tableau to use a field’s default aggregation for totals.
Imagine you are working on a project where you want to allow users to only see data that’s applicable to them. A simple example of this is a restaurant chain. You might create a sales report where you want a General Manager to only see the data for their store but not others.
Showing the relationship between two values over a variety of categories or time periods is always a challenge.
When using Tableau, you might occasionally create a worksheet that uses dimensions only. Imagine you created a worksheet displaying an organizational hierarchy that looks like this:
When embarking on a data communication project, you might not always have all the data you need to create a prototype in a timely manner. I often generate realistic, placeholder data sources so I can design a dashboard and get feedback, even if the actual data isn’t ready for display yet.
If you're familiar with Level of Detail expressions in Tableau, you probably know that the FIXED function gets all the love. However, there are some great reasons to consider using the other two as well. Check out the above video to learn when to use the EXCLUDE function.
Here's an interesting challenges; how do you compare this year's values to the average of the previous 3 years in Tableau? The complex solution requires the use of the FIXED level of detail function. Watch the above video to follow along and learn how to perform this calculation.
Imagine you have a busy worksheet in Tableau that looks like this:
Each line represents a single facility and displays that facility’s overtime hours. Imagine you want to filter to only keep the trends for the 3 facilities with the highest overtime hours from the most recent date BUT you also want that filter to be dynamic so when you update the data there might be a new top 3.
If you have a data set that updates irregularly, figuring out how to filter to show only the latest data is difficult. Relative Date Filters are great but only work well if you have a set time you are filtering to like “today” or “yesterday”. If your latest data could be today, yesterday, or two days ago depending on the refresh schedule, things get trickier.
Yes, you can! Check out the image below for an example.