In connecting Salesforce to Tableau Desktop it brings in every single object as a table. Within each table/object it brings in every single field. The issue is there are many standard objects my org doesn't use. Within each object there are even more fields which we don't need. Is there a way when connecting Salesforce to Tableau Desktop to do data analysis to only show certain objects/tables, and within those, pick which fields to display. My hope is to have …

I am creating a bootcamp for data analyst and it's been 2 days I am looking for some good dataset fit for commercial use that I can use to create Tableau and Power BI tutorials. Even on kaggle some datasets are licensed as CC0 but when you track back the company the data was scrapped from, it states that the data shouldn't be used for commercial use (e.g Zomato dataset). Are there any good data sources which I can use …

The goal is to plot three data sets in one plot: (DATE1_GOOD, DATE1_BAD); (DATE2_GOOD, DATE2_BAD); (DATE3_GOOD, DATE3_BAD). Unfortunately, I'm getting all possible combinations: So now the task is to combine the three diagonal plots into one and delete the rest since they make no sense. I tried dragging the axes but the result is not what I'm looking for, I get: (DATE3_GOOD, DATE1_BAD); (DATE3_GOOD, DATE2_BAD); (DATE3_GOOD, DATE3_BAD): I'm new to Tableau, is it even possible to do what I want? …

A Tableau Workbook I'm working on has different users logging in to see the data for their company. In the dashboard I have created a dynamic image that shows the customer logo depending on who is logged in. I created this by going to the Map drop down and using Background Images. The field that controls which image is seen, is a customer dimension which lists all of the customers in the database. The issue I'm having is that some …

I am trying to detect a monotonic increase or decrease in the rate of ED visits over a 6 month time period (using monthly rates). I would like to see the p-value in the tool-tip when hovering over the point in a line graph on a dashboard. Could someone assist with the creation of a calculated field to achieve this? First, I am trying to figure this out using sample data of yearly rates, but I keep getting this error …

New to Tableau and having some problems with a calculation I thought would be easy. I have data with one value per month running across a few years. I would simply like to display a table with the change from month to month in percent and the change from start of year to end of year in percent as a grand total. The input data looks like this: And I would like to create a table like this: The month …

I am using exponential smoothing and using tableau for forecasting. The first model I included trend and removed seasonality and it predicted the number of cases going up but the quality I got according to tables was "Ok" (Tableau has 3 ranges to describe the quality of a model -Poor, OK and Good). The second model I removed trend and added seasonality to it, This showed the number of cases going down and the quality of the model was good …

Any idea how to drop duplicate values by 2 columns? Here is the example. I want to get the first row if there's a duplicate value by 2 columns (customer_id , orderid) I've done with making a count distinct by new variable (concat customer id and order id ), but the value isn't correct yet.

How can I compare data from two quarters? What software can I use to do it parallelly side by side so I can compare them. What kind of factors can I take into consideration, I'm posting a sample data set pic

Tableau newbie here would really appreciate some help with a calculated field. Let's say I have some data: Patient ID Appointment Date 10001 1/1/2019 10001 4/5/2018 10001 2/3/2021 10002 3/2/2019 10002 3/5/2018 10003 1/1/2019 10003 1/3/2021 I want to get the previous appointment date in a separate column, based on the sorted ascending appointment date per patient. I'd like my output to be: Patient ID Appointment Date Previous Appointment Date 10001 1/1/2019 4/5/2018 10001 4/5/2018 NULL 10001 2/3/2021 1/1/2019 10002 …

Tableau has interactive maps that can be used for custom geocoding. I know companies often divide regions for sales and marketing purposes but could anyone think of any specific use cases or examples where custom geocoding could be used? For example, we could further divide a city into different areas? But what else?

Ill try to be as concise and simple as possible: I have 2 columns with numbers. I can create a bar chart for each column. I would like a "filter" to switch between the columns. I'm new to Tableau so apologies if there's an obvious way to do this. I haven't found it so far.

If I have 5 joins in the my prep flow, and I'm finding that all 5 have some common fields like how does one determine which _id belongs to which join? do I need to manually rename each one with a more descriptive name?

I created filter buttons to use as a filter for 6 category's (measures) in Tableau Public (latest version) so when you click on them the values for each display on my "Military Enrollment By Branch & War Films" graph on my Dashboard. However, what is happening is that when I click on one of the buttons it displays the values for each category but only for some of the years such as 1980 or 1981-1983 whereas it should be displaying …

I have a data set where it's more or less a star schema-like format, but in an Excel file. Don't worry about primary keys setup or any of that unless it significantly matters for answering this question. Here's a sample of the kind of issue I'm facing. How, from a table like this, would I use Tableau to search by "Cat" and "Dog" as their own fields? In the default Tableau view, they all just show up as "pet," and …

I'm working with a workbook that has a dozen or so dashboards, each showing information stored in a different table in a MS SQL Server database. The information is pre-summarized, Tableau is just displaying it to the end user. The way this was created by the previous developer, each dashboard has its own data source, which is just the linked table. Each data source separately includes the connection information for the SQL server. This leads to an issue whenever I …

I am using Tableau Desktop 2021.1.4 Suppose that my source sales data consists of 4 columns Region (dimension with values: N,E,W,S), Type (dimension with values: Furniture, Electronics, Appliances), Year (dimension with values: 2021, 2020, 2020), and sales ($). I would like to generate a Calculated Field, say "Sum of Sales", where the summation: is always over all the regions and all the types, regardless of what is in the view can also be over the different years or can be …

I try to create a table like the one following. I got 1 line product, 1 dimension "zones" and I want to add few columns : total for pieces on a line, a fixe value for a product(stock mini), a calculated field stock mini - total an an icone to tell me if the sctock mini - total is > or < to 0 After struggling I manage to create my columns, but I found no solution to add a …

I have one table that contains unique rows for all my quote requests: Quote_ID 1234 1235 1236 1237 1238 in a second table that I've joined (1-0*) with a relationship, I have referrals. These referrals represent reasons why the quote should be referred to an expert, but could represent any other attribute for the sake of the problem. Every referral has a key to the Quote_ID, a unique Referral_ID and a name: Quote_ID Referral_ID Referral_name 12345 1 too many X …

I have created a funnel chart, but when I apply coloring to it to show each phase of the funnel, it does not work, can anyone help me understand what I am missing? here is the link https://10ay.online.tableau.com/t/productanalysis/authoring/ramin/Sheet6#1