Tableau

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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#WOW2022 | Week 25 | Double drill-down with Set Actions

Introduction My second favourite challenge in Tableau, after Table Calculations, is anything with Set Actions. Some of you may have already used these in previous challenges this year, but this week I am dedicating it to this wonderful (and sometimes tricky) Tableau functionality. Warning: this is not a beginner-friendly challenge! The problem I wanted to …

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