Tableau How-Tos

How to Compare This Year to the Average of the Previous 3 Years in Tableau

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.

Tableau - How to Keep Only the Historical Trends of the Highest Current Values

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.

Using Tableau to Only Display Data from the Latest Date

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.