Tableau Analytics

 

  Single-Server Upgrade -- Run Setup Below are the notes from Tableau Site on upgrade to Version: 2020.3.1 Upgrading Tableau Server on Windows from version 2018.1 or older requires special steps that are documented separately. For instructions for how to upgrade from a pre-2018.2 version, see   Upgrade from Tableau Server 2018.1.x or Earlier (Windows) . This topic is part of the Tableau Server in-place upgrade scenario for upgrading from Tableau Server on Windows 2018.2 or later. Run Setup Follow these steps to upgrade a single-node installation of  Tableau Server  version 2018.2 or later. Log onto the computer with an account that is a member of the local administrators group. Navigate to the folder where you copied the Tableau Server Setup program and run it. The Setup program checks system resources to confirm that the computer satisfies the minimum requirements and recommendations. The Setup program displays the location of your existing version and will install ...

Current Year and Last Year Measures Calculation in Tableau. We can achieve this in several ways but according to Tableau KB below are the steps in 2 different ways: Option 1: 1. Drag Year(Order Date) to Columns 2. Create a Calculation that returns sales for this year called  Current year sales:     if YEAR([Order Date])=YEAR(TODAY()) then [Sales] end 3. Create a Calculation that returns sales for last year called  Last year sales:    IF YEAR([Order Date])=YEAR( TODAY())-1 then ([Sales]) end 4. Create a look up calculation called  look up if current year  with following formula:    IF ATTR(YEAR([Order Date])=YEAR(TODAY())) then    LOOKUP(SUM([Sales]),-1) end 5. Drag  look up if current year  to filters and select Special -> Non-null values 6. Hide field labels for columns Option 2: 1. Create a Calculation that returns sales for this year called  Current year sales:     if YEAR([Order Date])=YEAR(TODAY...

 MTD OR CURRENT MONTH SALES in tableau COUNT(IF MONTH([Submitted Date])=MONTH(TODAY()) THEN [Incident Number] END) The above will calculate the count of  [Incident Number] for the   current  month  The above worked like a charm while all the options in the below link failed: https://tableauanalytic.blogspot.com/2019/03/tableau-logical-functions.html

Modify your polygon files for use in Tableau visualizations Modify your polygon files for use in Tableau visualizations. This process will read in a spatial file format including a polygon field, and decompose the polygon into its individual spatial components in a format that is friendly for tableau to read in and consume. Please see the link below for more information on how to read these files into Tableau. Consider generalizing polygons for complex spatial objects to reduce the number of component points and decrease file size. You can use the external tool from The Information Lab from the link below: https://drawingtool.powertoolsfortableau.com/ Create polygon maps in tableau Author: Craig Bloodworth Copyright: The Information Lab Ltd, 2013

 Export data from Tableau Server to .xls or .xlsx. Follow the steps below to export data from Tableau: Open the view on Tableau Server, and then select  Download  >  Crosstab . Open the resulting .csv file in Microsoft Excel. In Excel, save the file with a .xls or .xlsx file extension.

Create a Dynamic Top N parameter in Tableau Use the Sample - Superstore data source and follow these steps:   Drag " Manufacturer  "to the Rows shelf. Drag " Sales"  to the Columns shelf. In the  Data  pane, click the drop down to the right of  Dimensions  and select  Create Parameter . Name the Parameter (in this case " Top N" ) as shown below.           To the right of  Allowable  values:, in the  Create Parameter  window, select  Range . Under  Range of values , specify the  Minimum, Maximum, and Step size  desired. Click  OK. Right click on " Manufacturer " in the Rows shelf and select  Edit Filter . Navigate to the  Top  tab in the Filter window as shown below:      Select  By field : In the second drop down field to the left of  "by",  select  "Top N" Ensure that the field to filter by (usually a measure) is ...