I'm simply amazed. This is one of the best dashboards I've seen so far in my tableau learning journey, and it comes with a tutorial? Sharing this with my teammates. Incredible work Samuel. There's so much to learn from this tutorial. Thank you so much for making this!
This is the most advanced tutorial on building views in Tableau I've ever seen. It's amazing how you could combine so many non-standard ways to build a viz into a single sheet that works just perfectly. Each tip you share here is a gold. Thank you so much for sharing this!
Perfect video, extremely helpful, well paced, and the extra detail with timestamped sections really helped. One thing I will mention to those replicating this, if you run into an issue with the y axis sizing with the spark-lines (either too little movement or off the graph) you can normalize the data. To do this I took: (SUM([Metric]) - WINDOW_MIN(SUM([Metric]))/ (WINDOW_MAX(SUM([Metric]))- WINDOW_MIN(SUM([Metric]))) *[Metric] being just any field you are using.* This ensures it takes the window max and min of each cell so it can properly normalize the data between 0 and 1. Then, same as the video, you can add your SUM([Metric]) onto text to give it the value on the line. Hope this helps! All credit to the Wizard Samuel Parsons for discovering this was even possible. (シ_ _ )シ
This is like, revolutionary. Top 5 tableau discovery/video/tutorial Ive ever seen. This concept is what Ive ALWAYS wanted to do in Tableau but could never get it to work. The idea of creating those Min 0.0 axis' then throwing all the data into the side pane.. Its just.. GREAT. I have a dashboard that has like 135 sheets on one view. Using this for some of it could reduce that down exponentially.
Amazing. Thank you for the feedback. I thought similar - I hadn't seen it done before. Ideally though, we would love Tableau to make this more of an in-built feature, rather than us needing to create solutions such as this.
@@sparsonsdataviz I remember when I realised (with some help from Simon Beaumont) that it was possible to have more than one mark per row, but this really is next-level
Hi Sam! This is a BRILLIANT tutorial. I did want to point out that you need to have the Y-Axis pill calc in place on the pane before you can set the sizing of the mini bar chart. If you don't, you won't get to set the manual or fixed sizing options in the bar chart pill - instead you will have just the normal Tableau sizing slider :) Also I note, trying to replicate this with some other data that that when I try use 'bar' it tries to plot the bar vertically rather than horizontally. Only Gantt Bar will work for horizontal. Not sure why that is occurring.
Hey Darragh. The Bar Chart should be plotting vertically. The trick is to the use the Size to actually plot the length of the bar and then Fix the bar Size to the Left.
Thanks a lot. This is a wonderful video, and really advanced. I also learned a lot from your others dashboards. Only thing is the volume😀. I raised the PC volume to the maximum, but it was somewhat difficult to hear your speech. Thank you.
Yeah, someone else pointed this out to me. I'll definitely pay more attention to that on my next video. It's all a learning process! Thanks for pointing it out and watching this video. 🙂
Hi Sam! I'm enjoying your video so far. I would like to do this but in line with your caveat at the start, do you have any code / ETL process notes you can share on your dataset? I want to ensure I've got my table set up as required to make use of your tableau expertise! Thank you! & hello from EDI :)
Great video! I tried to reverse engineer this for what I am doing but running into an issue. I only want to create a pie chart and then a bar graph by day for volume of errors within controls we are building. I have 60 days worth of data so I am having trouble figuring out the 4 vertical bars you have and converting it to essentially 60 bars with varying volume each day.
This is amazing and super helpful for newer Tableau users trying grow their knowledge and creative ideas for data visualization. Is there any chance you will upload more video like this, showing step by step how to build dashboard from data sets ? Thank you! 🙌
Hi Raul, yes this is the plan, I will definitely be uploading more videos like this and some that will build dashboards. There has been a little break because I have been ill and now I am preparing for my presentation for the Tableau Conference at the start of May. I will look to add another video or 2 before then.
@@sparsonsdataviz oh I’m sorry to hear that you are I’ll. I wish you a speedy recovery. Good luck at the conference. Thanks you again for your contribution to the community .
Might be a simple question, but how do you manage to apply the same color to both the shape and text in the KPI column without using Dual Axis? Thanks for the video, it's mindblowing!
On the Marks Card for the KPI, under Label and then Font, I have clicked "Match Mark Colour" So the text picks up the colour you have applied to the shape.
Hey Sam, this is amazing! I am stuck on the vertical bars....the bars on my end are all the same height! For the vertical bar - size calc, i used a custom formula instead of -sum(sales) as you used in your report. Any thoughts?
Is it possible to render the Vertical Bars such that x-axis position 1 is always for 2019, position 2 for 2020, and so on, for all States/Provinces, regardless if they are missing data on certain years? Currently, the Vertical Bars show the first available year for the State/Province on x-axis position 1, the second on x-axis position 2, and so on. With this change, the bars would render as below: 1. South Dakota: from [2019] [2022] [blank] [blank] to [2019] [blank] [blank] [2022] 2. West Virginia and North Dakota: from [2022] [blank] [blank] [blank] to [blank] [blank] [blank] [2022] 3. Vermont: from [2020] [2021] [2022] [blank] to [blank] [2020] [2021] [2022] Thanks for taking the time to showcase this. Saw this on Tableau Public and was blown away by it.
Hi, thank you for the feedback. What you ask for should be relatively straightforward. You could change the Axis calculation for the Vertical Bars to a CASE Statement. Something like: CASE YEAR([Order Date]) WHEN 2019 THEN 1 WHEN 2020 THEN 2 WHEN 2021 THEN 3 WHEN 2022 THEN 4 END Then put this onto Columns, to replace the old Index calculation. I say it is "relatively straightforward" because you will also need to adjust the Table Calculations on the 'Sales or Profit or Position' pill on Rows, to take into account this new calculation / pill. Let me know if it works!
Hi Samuel, thanks for sharing this video, exactly what im looking for. 👍 Im trying to work on websites (domains) as my dimension, im not so sure how to get the logic of "first letter", im not getting 1,0 as my y-axis. hope to get some clues. thanks again!
Hi Samuel, I learn a lot from the video and workbook you shared. Just want to know an issue, which if I have more than 2 lines want to have the same view as the sales and profit you sharing, in years. I.e. Sales per year, Profit per year, Unit per year, Cost per year, etc. In that case, I tried to use the method that you showed in the workbook but it is not working. Can I have some suggestions on that issue? Thanks.
Hi Cheah ZY, If you are looking to change the workbook in its current set up to show Year sparklines rather than Month sparklines, then you will get a conflict in the Y-Axis calculation. The reason for this is because changing the Month Sparklines to Years, will result in the SIZE() calc return "4", just as it does in the Vertical Bar section. So the Y-Axis calc will look to utilise the part of the calculation that it is using for the Vertical Bars. You can of course alter that part of the calculation to (SUM([Sales]) / WIN_MAX(SUM([Sales]))) - so you normalise the sales (between 0 and 1). This would work. Note that changing the Months to Years, will mean you need to update the Table Calculations and also alter the date axis range (currently it was fixed) to automatic (to show all the years). Your other option if you wanted to keep the vertical bar calculation is to make use of putting the State First Letter onto Detail as part of that Year Sparkline marks card - then you could add the a new part of the Y-Axis calculation that stated IF the Size() = 4 and [Dimension Test] = 1, that would identify the Sparkline for Years, instead of the Vertical Bars for years. Lastly, if you wanted 3 different sparklines with different measures, then this becomes more problematic, because you will need to identify each individually, so potentially need two versions of the [Dimension Test] calculation. Sorry there isn't an easier explanation of this, but this really advanced stuff, so not easy to explain in a comment reply. Hopefully you find it helpful though.
@@sparsonsdataviz Hi Samuel, Thanks for the suggestion, for my problem, the 1st scenario is to create a line chart with 4 different lines for a range of years. (I.e. 2020 to 2023) but it seems to be very complicated when I try to get the 1st letter as details. In my workbook, I tested out with the calculation, it still showing me True although I do not plug in the details (i.e. 1st letter). Lastly I just do 4 different line chart and minimize the column header, placed in the dashboard to let it to have a 4 lines view for the same category as a temporary solution. For future workbook, your idea is really great to let me have these sparklines inside a table. Thank you!
Yeah, it is not necessarily a full proof solution. It is a good spot, because if you look at my workbook and scroll to South Dakota, the years 2019 and 2022 are placed next to each other, which isn't necessarily correct.
Brilliant! Never really under the constrain option and how manually resizing affected it. I'm glad its so long as there's alot to work through. Is there a way of adding Std Dev lines to the sparklines?
Hi Dilesh, thanks for the feedback. To answer your question about Standard Dev lines to the sparklines, my initial reaction would be 'no'. Reason being, if you tried doing it via reference lines, those reference lines would appear on every column of the table, not just the sparkline you need it for. If you tried to add the lines via a Dual Axis, then you would need to some how control the position of those STD Dev lines via the Y-Axis Measure and identify when it Y-Axis measure needs to calculate the STD Dev values and when it needs to calculate the Sparkline value - I think that would be one level of complexity too far.
Great work! Very helpful. I found it very difficult to hear you speaking at full volume. It's unfortunate that it's 2023 and tableau is still so reliant on the user tricking it to do basic things outside its capabilities. Something as simple as individually sized columns defined by the user is a no brainer. Imho, It's quickly becoming obsolete to the likes of PBI. It desperately needs an architectural and functional revamp if it's going to stay relevant. Doubt that will happen with Salesforce at the helm which is a shame because they have built such an awesome community :(
Is there any way I could make my axis wider for my text? It does not fit and the text is cut but when I try to grab the header and make it wider all of my axis get wider and that's not what I want. I want to independently resize only my axis where I have my text. If anyone has any tips let me know please ! thank you, it is a masterpiece video!
when i tried to replicate the vertical bars design, all my table calculations were defaulting to reading down, not across, so the results were not 1 and 4. I've been looking at this all day and comparing to your original tableau file. I'm super stuck can't figure it out.
Hey Dan. If you have checked your calculations and cannot see any issues with them, then the next step would be to double check ALL of the Table Calculations set up, both on the Vertical Bars - Colour pill and the Vertical Bars - Axis pill. If that is not the issue, then check you have the pills all set up the same (Discrete or Continuous, Dimensions or Measures). Lastly, double check you have the Mark Type set to Gantt Bar and not a standard Bar.
Oh this is awkward... I didn't realize that all the nested table calculations can be configured directly on the Sales or Profit or Position pill... who knew? : - )
This was probably the greatest learning experience I've had with tableau. Mr. Parsons, you sir are a genius! This design is going to be my go-to in the future. Thank you thank you thank you!
I can't thank you enough for the video. I hope god blesses you with everything you want in life.
I'm simply amazed. This is one of the best dashboards I've seen so far in my tableau learning journey, and it comes with a tutorial? Sharing this with my teammates. Incredible work Samuel. There's so much to learn from this tutorial. Thank you so much for making this!
This is the most advanced tutorial on building views in Tableau I've ever seen. It's amazing how you could combine so many non-standard ways to build a viz into a single sheet that works just perfectly. Each tip you share here is a gold. Thank you so much for sharing this!
Perfect video, extremely helpful, well paced, and the extra detail with timestamped sections really helped. One thing I will mention to those replicating this, if you run into an issue with the y axis sizing with the spark-lines (either too little movement or off the graph) you can normalize the data. To do this I took:
(SUM([Metric]) - WINDOW_MIN(SUM([Metric]))/ (WINDOW_MAX(SUM([Metric]))- WINDOW_MIN(SUM([Metric])))
*[Metric] being just any field you are using.*
This ensures it takes the window max and min of each cell so it can properly normalize the data between 0 and 1. Then, same as the video, you can add your SUM([Metric]) onto text to give it the value on the line. Hope this helps!
All credit to the Wizard Samuel Parsons for discovering this was even possible. (シ_ _ )シ
This 1 video covers more content than my 1 credit course🙊, thank you Samuel
Need to study and understand this. I want to take this to a whole new level.
Hope you find it helpful!
This is really excellent, and I love the fact you let people download your workbooks as well. Wonderful.
This is like, revolutionary. Top 5 tableau discovery/video/tutorial Ive ever seen. This concept is what Ive ALWAYS wanted to do in Tableau but could never get it to work. The idea of creating those Min 0.0 axis' then throwing all the data into the side pane.. Its just.. GREAT. I have a dashboard that has like 135 sheets on one view. Using this for some of it could reduce that down exponentially.
Amazing. Thank you for the feedback. I thought similar - I hadn't seen it done before. Ideally though, we would love Tableau to make this more of an in-built feature, rather than us needing to create solutions such as this.
Thank you Samuel. I learned very helpful tricks.
This is incredible work - thanks for sharing.
No problem, thanks for watching and glad you like it!
@@sparsonsdataviz I remember when I realised (with some help from Simon Beaumont) that it was possible to have more than one mark per row, but this really is next-level
Hi Sam! This is a BRILLIANT tutorial. I did want to point out that you need to have the Y-Axis pill calc in place on the pane before you can set the sizing of the mini bar chart. If you don't, you won't get to set the manual or fixed sizing options in the bar chart pill - instead you will have just the normal Tableau sizing slider :)
Also I note, trying to replicate this with some other data that that when I try use 'bar' it tries to plot the bar vertically rather than horizontally. Only Gantt Bar will work for horizontal. Not sure why that is occurring.
Hey Darragh. The Bar Chart should be plotting vertically. The trick is to the use the Size to actually plot the length of the bar and then Fix the bar Size to the Left.
It's incredible! Thanks a lot!
Thanks a lot. This is a wonderful video, and really advanced.
I also learned a lot from your others dashboards.
Only thing is the volume😀. I raised the PC volume to the maximum, but it was somewhat difficult to hear your speech.
Thank you.
Yeah, someone else pointed this out to me. I'll definitely pay more attention to that on my next video. It's all a learning process! Thanks for pointing it out and watching this video. 🙂
Amazing! Sharing with my colleagues.
Thanks Jeff. Glad you liked it!
Hi Sam! I'm enjoying your video so far. I would like to do this but in line with your caveat at the start, do you have any code / ETL process notes you can share on your dataset? I want to ensure I've got my table set up as required to make use of your tableau expertise! Thank you! & hello from EDI :)
This is amazing work!
big thanks, really amazing and well explained
Great video! I tried to reverse engineer this for what I am doing but running into an issue. I only want to create a pie chart and then a bar graph by day for volume of errors within controls we are building. I have 60 days worth of data so I am having trouble figuring out the 4 vertical bars you have and converting it to essentially 60 bars with varying volume each day.
Very useful tips. Thanks a lot for sharing.
You're welcome
This is amazing and super helpful for newer Tableau users trying grow their knowledge and creative ideas for data visualization.
Is there any chance you will upload more video like this, showing step by step how to build dashboard from data sets ?
Thank you! 🙌
Hi Raul, yes this is the plan, I will definitely be uploading more videos like this and some that will build dashboards. There has been a little break because I have been ill and now I am preparing for my presentation for the Tableau Conference at the start of May. I will look to add another video or 2 before then.
@@sparsonsdataviz oh I’m sorry to hear that you are I’ll. I wish you a speedy recovery. Good luck at the conference. Thanks you again for your contribution to the community .
Fantástic
buenas noches muy buen tablero, se podra hacer un video desde inicio y poder seguir los pasos
Might be a simple question, but how do you manage to apply the same color to both the shape and text in the KPI column without using Dual Axis?
Thanks for the video, it's mindblowing!
On the Marks Card for the KPI, under Label and then Font, I have clicked "Match Mark Colour" So the text picks up the colour you have applied to the shape.
Awesome, thanks!@@sparsonsdataviz
Hey Sam, this is amazing! I am stuck on the vertical bars....the bars on my end are all the same height! For the vertical bar - size calc, i used a custom formula instead of -sum(sales) as you used in your report. Any thoughts?
Is it possible to render the Vertical Bars such that x-axis position 1 is always for 2019, position 2 for 2020, and so on, for all States/Provinces, regardless if they are missing data on certain years? Currently, the Vertical Bars show the first available year for the State/Province on x-axis position 1, the second on x-axis position 2, and so on.
With this change, the bars would render as below:
1. South Dakota: from [2019] [2022] [blank] [blank] to [2019] [blank] [blank] [2022]
2. West Virginia and North Dakota: from [2022] [blank] [blank] [blank] to [blank] [blank] [blank] [2022]
3. Vermont: from [2020] [2021] [2022] [blank] to [blank] [2020] [2021] [2022]
Thanks for taking the time to showcase this. Saw this on Tableau Public and was blown away by it.
Hi, thank you for the feedback. What you ask for should be relatively straightforward. You could change the Axis calculation for the Vertical Bars to a CASE Statement. Something like:
CASE YEAR([Order Date])
WHEN 2019 THEN 1
WHEN 2020 THEN 2
WHEN 2021 THEN 3
WHEN 2022 THEN 4
END
Then put this onto Columns, to replace the old Index calculation.
I say it is "relatively straightforward" because you will also need to adjust the Table Calculations on the 'Sales or Profit or Position' pill on Rows, to take into account this new calculation / pill.
Let me know if it works!
Hi Samuel, thanks for sharing this video, exactly what im looking for. 👍 Im trying to work on websites (domains) as my dimension, im not so sure how to get the logic of "first letter", im not getting 1,0 as my y-axis. hope to get some clues. thanks again!
Did you solve this?
Thank you Samuel
You're very welcome!
Is there a way to adjust individual column width? So the main text column is wider than a single shape column next to it?
Hi Samuel, I learn a lot from the video and workbook you shared.
Just want to know an issue, which if I have more than 2 lines want to have the same view as the sales and profit you sharing, in years.
I.e. Sales per year, Profit per year, Unit per year, Cost per year, etc.
In that case, I tried to use the method that you showed in the workbook but it is not working.
Can I have some suggestions on that issue?
Thanks.
Hi Cheah ZY, If you are looking to change the workbook in its current set up to show Year sparklines rather than Month sparklines, then you will get a conflict in the Y-Axis calculation. The reason for this is because changing the Month Sparklines to Years, will result in the SIZE() calc return "4", just as it does in the Vertical Bar section. So the Y-Axis calc will look to utilise the part of the calculation that it is using for the Vertical Bars. You can of course alter that part of the calculation to (SUM([Sales]) / WIN_MAX(SUM([Sales]))) - so you normalise the sales (between 0 and 1). This would work. Note that changing the Months to Years, will mean you need to update the Table Calculations and also alter the date axis range (currently it was fixed) to automatic (to show all the years). Your other option if you wanted to keep the vertical bar calculation is to make use of putting the State First Letter onto Detail as part of that Year Sparkline marks card - then you could add the a new part of the Y-Axis calculation that stated IF the Size() = 4 and [Dimension Test] = 1, that would identify the Sparkline for Years, instead of the Vertical Bars for years. Lastly, if you wanted 3 different sparklines with different measures, then this becomes more problematic, because you will need to identify each individually, so potentially need two versions of the [Dimension Test] calculation. Sorry there isn't an easier explanation of this, but this really advanced stuff, so not easy to explain in a comment reply. Hopefully you find it helpful though.
@@sparsonsdataviz Hi Samuel,
Thanks for the suggestion, for my problem, the 1st scenario is to create a line chart with 4 different lines for a range of years. (I.e. 2020 to 2023) but it seems to be very complicated when I try to get the 1st letter as details.
In my workbook, I tested out with the calculation, it still showing me True although I do not plug in the details (i.e. 1st letter).
Lastly I just do 4 different line chart and minimize the column header, placed in the dashboard to let it to have a 4 lines view for the same category as a temporary solution.
For future workbook, your idea is really great to let me have these sparklines inside a table.
Thank you!
@@cheahzy1215 Hi. I'm hoping my new video might be of help to you with this issue above. Let me know.
What if your vertical bars sometimes only have one value? I guess we need some kind of dimension trigger for each chart type?
Yeah, it is not necessarily a full proof solution. It is a good spot, because if you look at my workbook and scroll to South Dakota, the years 2019 and 2022 are placed next to each other, which isn't necessarily correct.
Thanks a lot!
You're welcome!
Brilliant! Never really under the constrain option and how manually resizing affected it. I'm glad its so long as there's alot to work through. Is there a way of adding Std Dev lines to the sparklines?
Hi Dilesh, thanks for the feedback. To answer your question about Standard Dev lines to the sparklines, my initial reaction would be 'no'. Reason being, if you tried doing it via reference lines, those reference lines would appear on every column of the table, not just the sparkline you need it for. If you tried to add the lines via a Dual Axis, then you would need to some how control the position of those STD Dev lines via the Y-Axis Measure and identify when it Y-Axis measure needs to calculate the STD Dev values and when it needs to calculate the Sparkline value - I think that would be one level of complexity too far.
Can't download the workbook - is it possible to share it again?
I have allowed download access again. I locked down my workbooks recently after finding some had been copied and passed off of other peoples work.
Is this also possible in powerbi as well ?
Great work! Very helpful. I found it very difficult to hear you speaking at full volume.
It's unfortunate that it's 2023 and tableau is still so reliant on the user tricking it to do basic things outside its capabilities. Something as simple as individually sized columns defined by the user is a no brainer. Imho, It's quickly becoming obsolete to the likes of PBI. It desperately needs an architectural and functional revamp if it's going to stay relevant. Doubt that will happen with Salesforce at the helm which is a shame because they have built such an awesome community :(
how did you turn your "section header text" into aggregate ? for me it shows as 'text' 17:53
Is there any way I could make my axis wider for my text? It does not fit and the text is cut but when I try to grab the header and make it wider all of my axis get wider and that's not what I want. I want to independently resize only my axis where I have my text. If anyone has any tips let me know please ! thank you, it is a masterpiece video!
Yeah I have the same issue
when i tried to replicate the vertical bars design, all my table calculations were defaulting to reading down, not across, so the results were not 1 and 4. I've been looking at this all day and comparing to your original tableau file. I'm super stuck can't figure it out.
Hey Dan. If you have checked your calculations and cannot see any issues with them, then the next step would be to double check ALL of the Table Calculations set up, both on the Vertical Bars - Colour pill and the Vertical Bars - Axis pill. If that is not the issue, then check you have the pills all set up the same (Discrete or Continuous, Dimensions or Measures). Lastly, double check you have the Mark Type set to Gantt Bar and not a standard Bar.
Is whether the SIZE function calculates down or across dependent on how many dimensions are in the view? Or the order in which marks are added?
Oh this is awkward... I didn't realize that all the nested table calculations can be configured directly on the Sales or Profit or Position pill... who knew? : - )
This was probably the greatest learning experience I've had with tableau. Mr. Parsons, you sir are a genius! This design is going to be my go-to in the future. Thank you thank you thank you!
@@danallison8745 Glad you found it helpful Dan! Thanks for the feedback!