Traditionally the set feature in Tableau is used to create a subset of predefined values. Those may be handpicked (i.e. How do these 5 products perform regionally?) or they may be chosen conditionally (i.e. Where are our top 100 customers by revenue located?). They are generally used to create predefined values you can filter on.
I was working with a client recently and needed to do find and replace in a Tableau calculation. While Tableau does have a native FIND() function, it just finds if a character string exists and tells you what position that string starts at. Not particularly helpful when it comes to replacing.
A client recently challenged me with the question, “How could I show a bar chart in Tableau that shows values for the top 10 displayed as 10 individual bars but group all the rest of the values into a single bar called “other”…
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.