Tableau Calculations

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.

How to Create a Trimester Field in Tableau

I have worked with a number of educational institutions, What I’ve found about those institutions, and many other organizations, is that many of them customize the way they track data over time. With a school it might be by trimester, with a restaurant chain it might be by period (there are 13 per year). These types of date fields require customized calculations.

How do you calculate headcount with only a start date and end date in Tableau?

“How do you calculate a headcount at a moment in time when you only have a start and end date?” I’ve gotten this question several times. My answer used to be “Ideally, you’d want a row of data for an individual for every possible date unit you’d want to count them at.”