CRM Analytics: Quasi-Histogram – SOLUTION

Introduction Last week the challenge was how to create a quasi-histogram in CRM Analytics. Here is my solution, hope you guys like it. If you used a different solution, share it with us in the comments. Solution Let’s start by getting any numeric value from our dataset. You can upload your dataset. I am using …

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2024 Week 27 | Sigma: Can you create a Cashflow Chart?

Introduction I’ve always liked tracking my personal finances, partly out of necessity (I was a freelance musician for nearly a decade and I needed to keep track of *every* expense). Even before I got into data, I appreciated seeing my personal finances visualized cleanly so I could answer questions like ‘Did I spend too much …

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2024 Week 27 | Power BI: Scatter plot showing the path of selected data points

Introduction The challenge for this week is to first build a scatter plot of fertility vs life expectancy of different countries. However, this will not just be for a single year, but will contain information across many years, making it possible to slide the year and see how all the bubbles move. The key challenge …

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2024 Week 27 | CRM Analytics: Quasi-Histogram

Introduction Hello again, everyone. One of the things that CRM Analytics misses in its variety of charts is a histogram. A histogram is a chart that displays the frequency (count) of rows within a range of numeric values. For example: you have opportunity records with several amounts (2500,3000,5000.8750.10000, etc). In a histogram, we’d create a …

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#WOW2024 | Week 27 | Can you show YTD and PYTD, whilst also being able to change the date range and switch between Month & Week?

Introduction One of the perks of my job is that I get to help colleagues solve puzzles that clients throw at them. This is where this came from. Well in fact – the original idea came from a Power BI report, and I wanted to prove it was doable in Tableau.  Click to open in …

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2024 Week 26 | Sigma: Can you calculate RunRates?

Introduction Welcome to Week 26! When we dive into monthly data, it’s often more helpful to predict the current month’s numbers rather than relying on incomplete data for an incomplete month. This week, we’re trying out three different ways to estimate sales projections for the ongoing month, also known as the run rate. Dealing with …

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2024 Week 26 | Power BI: Reference Theme Sentiment Colors in DAX

Introduction Power BI reports have a theme that specifies the default colors, fonts, and visual styles. In Power BI Desktop, you can choose to use a built-in theme, start with a built-in theme and customize it, or create your own theme.  In addition to the primary data colors, we can also define sentiment colors and divergent …

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#WOW2024 | Week 26 | Can you filter from a donut without highlighting the pie?

Introduction I was recently catching up on the Flerlage Twins blog, and came across a post that I had somehow missed from the end of  last year about trying to solve a highlighting problem with donut charts when filtering. I read through it, and was surprised that my favorite technique from Yuri Fal didn’t work, …

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Timebrush slicer visual with Deneb depicting Rat Sightings in Manhattan

2024 Week 25 | Power BI: Time Brush Slicer

Introduction This week’s challenge looks to create a time brush slicer. The time brush slicer can be created with Deneb or another custom visual. Requirements Obtain the data from a previous challenge Model data Option A Import Timbrush Slicer and Small Multiple Custom Visual Create a time brush slicer Create a line chart with small …

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2024 Week 25 | Sigma: Can you compare these populations?

Introduction Welcome to Week Twenty-Five! This week, you’re going to compare US Census data from 2000 and 2010.  In this challenge, we’ll highlight a couple of new formatting additions to Sigma, as well as create a dynamic parameter.  Good Luck!-Ashley Need access to Sigma? Click Here to Sign Up Link to WOW Sigma Instance Youtube …

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