Antichaos

Tableau, Data Analyse & Visualisatie

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Comments in Tableau

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When you are creating a calculated field in Tableau Desktop, Server of Prep you might want to create some comments to help others see what the purpose of this field is, or explain the calculation that you made. In other situations you might want to test a line of code, and disable a previously written block of code without deleting it.

This is all possible using comments in calculated fields.

[Read more…] about Comments in Tableau

Save a Tableau workbook if you can’t save it

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A small tip for a situation that is occurring once in a while to me (probably Mac specific):

If you have been working on a Tableau dashboard for quite a while, you suddenly can’t save the workbook anymore. ‘Save’ results in a popup which disappears very quickly, and ‘Save as’ shows the ‘save as’ dialog for a few milliseconds before disappearing again. Odd behavior – but especially annoying because you really want to save the changes you have made in the last two hours…

[Read more…] about Save a Tableau workbook if you can’t save it

Year-to-date in Tableau

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If you want to compare last year to this year ‘to date’, you have to take into account that a leap-year adds 1 extra date to the year – so you can’t just compare the day-of-year from this and last year.

Often this filter is used:

DATEPART('dayofyear',[Date]) <= DATEPART('dayofyear',TODAY())

But this is a better one, since this compares day and month:

YEAR([Date]) >= YEAR(TODAY())-1
AND (MONTH([Date]) < MONTH(TODAY())
OR
(MONTH([Date]) == MONTH(TODAY())
AND DAY([Date]) <= DAY(TODAY())))

If you want to have a ‘year to date’ until today (so today excluded), use this one:

YEAR([Date]) >= YEAR(TODAY()-1)-1
AND (MONTH([Date]) < MONTH(TODAY()-1)
OR
(MONTH([Date]) == MONTH(TODAY()-1)
AND DAY([Date]) <= DAY(TODAY()-1)))