2024 Week 23 – Account without Activities in the last 6 months

CRM Analytics, Workout Wednesday / By

Introduction In addition to the powerful dashboard offered by CRM Analytics, the tool also offers a powerful data transformation tool, the Recipe. This week, the challenge is not the dashboard itself but preparing data based on a requirement.  Requirement: retrieve all Customers without “activity” in the last 6 months. Activity here means: – Opportunity creation– Contact …

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2024 Week 23 | Sigma: Can you fill the donut hole?

Sigma, Workout Wednesday / By

Introduction As workbook builders we need to be thoughtful when deciding which visualizations to use in all sorts of scenarios. A good rule of thumb to help decide is looking for visualizations that provide high amounts of information to a low pixel or space ratio.  This week we’re choosing to fill the donut chart to …

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#WOW2024 | Week 23 | Manually overwrite a value in a table

community, Tableau, Workout Wednesday / By

Introduction This challenge started out with one idea which turned into something very different. It’s a little wacky & a little hacky, which I suppose is the essence of these challenges. The main element of this challenge became figuring out how to move a Parameter input box to a different position on the page, based …

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2024 Week 22 – Top 4 industries + “Other”

CRM Analytics, Workout Wednesday / By

Introduction Hello again, everyone. As data analysts, we are frequently asked to present the “Top N” group members sorted by a metric. In this blog, we’ll try to bring the top 4 accounts industries sorted by count, and group all the following members in a single “Other” bar below the top 4 ones. Requirements Create …

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2024 Week 22 | Power BI: Approximate Binned Mapping with Scatterplots

Power BI, Workout Wednesday / By

Introduction When used with care, scatterplots can be used to create symbol maps using an equidistant projected map (or Geographic or Plate Carrée) as the plot background image. Attention will need to be paid to proportions and axis scales. More information on projection types. https://en.wikipedia.org/wiki/List_of_map_projections Requirements Obtain the snowfall data from github Create new columns …

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#WOW2024 | Week 22 | Can You Make a Page Navigator?

Tableau, Workout Wednesday / By

Introduction Have you ever been frustrated with unsynchronized scrollbars when placing multiple sheets on a Tableau dashboard? I own a blog about Tableau and can tell you that one of the most frequently viewed posts is about this topic.Ken’s blog post offers several solutions to this issue. A “simple” solution is to combine everything into …

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2024 Week 21 | Power BI: Use Slicers to Filter a Visual Based Upon a Measure

Power BI, Workout Wednesday / By

Introduction While you can’t directly populate a slicer with a measure, you can use a slicer to filter other visuals based upon measure amounts. That is what we are doing in this week’s challenge. In the report below, we have a budget analysis report. The report allows users to filter the projects table to projects …

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2024 Week 21 | Sigma: Can you set some boundaries?

Sigma, Workout Wednesday / By

Introduction This week, I was inspired by a post in the Sigma Community from Mark Ruesink that showed a really clever way to visualize outliers in Sigma using a combo chart and some clever calculations. Mark goes all the way to visualizing outliers, so I definitely recommend checking out his full post, but I wanted …

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