Introduction One of the most common questions I get is how to build a sales funnel. I always answer: just build a bar chart! That’s what we are going to do today. To build that sales pipeline we are going to have data where we know the latest stage, but it doesnt track the previous …
Introduction My first WorkoutWednesday challenge for the year! This week let’s create a simple Sales dashboard with some of the key KPI metrics. We will be using the superstore data set showing how the Sales and Profit are performing. Click to open in Tableau Public Requirements Dashboard Size: 800px by 600 px # of …
2020 Week 13 Do you want to build a simple Sales dashboard? Read More
Introduction It’s good to be back WOWsers. This week is looking at showing missing selected periods and autosizing bars based on the selected period (Monthly, Weekly, Daily). It also gives Set Actions some love. The dates idea came from Michael McFadden. Click to open in Tableau Public Requirements Dashboard Size: 1000px by 600 px 2 …
Week 12 2020: Can you show missing selected periods and autosize bars? Read More
Introduction I’ve heard rumblings that the past few weeks have been a little difficult – so this week I’ve decided to keep it simple. The final visualization comes from something I encountered recently. I have a client that works with data that is very volume specific per day, so they wanted a way to quickly …
Introduction But first… Well, this is it! This week marks my final WorkoutWednesday challenge. Its been so much fun contributing the last couple of months, I hope you enjoy my challenges. But I’ve still got one more, this one. So let’s get to it. The Challenge If you haven’t heard, Tableau version 2020.1 has been …
WOW2020 Week 10: Can you use spatial BUFFER() functions in 2 ways? Read More
Introduction I’m not going to hide it: this week will be hard. But this challenge is inspired by real events. In the four months I’ve helped solve various versions of this same problem: how do you do nest a table calculation inside of a level-of-detail calculation? You don’t. But you can nest table calculations–which is …
There is still a need for legacy reporting, how can we use Tableau to create a report where one row contains all the data? Here’s how to create a concatenated list of values
Introduction At the last North West Tableau User Group, I watched a presentation from Ryan Lowers and Nathan Leather where they looked at using parameters as a data source. You can see their workbook here. So this week we are focusing on using Parameters as a Data Source. How can we add data to the current data we have. …
Week 7: What happens if? Can you update sales forecast and targets using only parameters? Read More
Introduction This week’s challenge is ripped directly from two different requests I had over the past week. The idea is simple, create a single visualization that displays performance in different metric categories and provide an overall health indicator. This concept may look very familiar for people accustomed to KPI indicators in Excel (or dare I …
Introduction This week I wanted to share a challenge that comes from a chat that I had with Zach Bowders near the beginning of the year. Zach was shared a step-ranking visualization he was putting together and I really thought it was a great iteration of the chart type. While there have ben step-ranking charts …
