Tableau

#WOW2022 W38: Can you create a Waterfall Pipeline using Salesforce Data?

Introduction This week is Dreamforce; Salesforce’s conference. So I thought I would stay on theme and use Salesforce Data. When I first started to see Salesforce pre-built dashboards they included several elements, but the one we are going to focus on today is the Waterfall chart. This allows us to see how much value is …

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#WOW2022 Week 37: Can you create a common starting point?

Introduction This week’s challenge is focused on Level of Detail (LOD) calculations. We could probably build this chart using Table Calculations, but we’re not going to. Deliberate practice with some basic LODs. This also can be the basis for some cohort analysis, aligning various groups from different time periods on the same starting point. And …

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#WOW2022 | Week 35 | Conditional Table Formatting with Dynamic Headers

Introduction This week’s challenge is brought to you by a guest coach, my colleague Valerija Kirjackaja, who came across this problem at work and created a beautiful solution for it. How often do you get asked to re-create Excel tables in Tableau? On a scale from 1 to ‘I am never doing this again’ – …

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2022 – Week 34: What is the average occupancy by weekday?

Introduction This week we return to another business-specific challenge. This team we will explore hospitality data. The goal of this challenge is to determine what the average occupancy is by day at three different properties. The challenge of this data is that you’ll only ever know when customers check-in or check-out. Not the actual total …

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#WOW2022 W33: Can you compare the latest month to the prior X months average?

Introduction When looking through the challenge insights I realised we haven’t had many of the fundamental LOD style Workouts for a while. So this week we take a look at how does the latest month compare to the prior X months average? Click to open in Tableau Public Requirements Dashboard Size: 800 x 700px 2 …

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#WOW2022 Week 31: Let’s build a KPI dashboard

Introduction Who doesn’t love a good KPI dashbaord? This one is fairly simple and straightforward. Let’s look at four simple metrics and see how each subcategory ranks within a selected metric. With this challenge – MIND THE NUMBER FORMATTING 🙂 Click to open in Tableau Public Requirements Dashboard Size: 700 x 350 2 sheets Display …

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#WOW2022 | Week 30 | Dynamic Dates in a Heatmap

Introduction I’ve been wanting to create this challenge for some time, so I’m really glad to finally be releasing it. This challenge was inspired by some work I did last year where a client wanted to be able to visualize the number of hours that their team had spent working on different projects. What made …

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2022 – Week 29: What is the Time-Weighted Return?

Introduction Working with financial data is hard. There are some calculations that make for long evenings to get right. One of those calculations is Time-Weighted Return. This challenge is simple: calculate the Time-Weighted Return Rate for a simple data source and return a line chart. Click to open in Tableau Public Requirements Dashboard Size: 400px …

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