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Sorry it's not working for you. Unfortunately, I am no longer authorized to connect to that QuickBooks account. I would start trouble shooting by seeing if you can connect Tableau to other data sources (Excel files maybe?). Then try opening QuickBooks by itself. I don't have a lot of experience on this topic, so I haven't run into all the possible issues. Sorry.

Glad it was easy to understand.

Thanks for watching! Let me know if you have any questions.

Appreciate you watching!

I'm not sure I fully understand the question, so I'll give two answers. If you want to change the color, click on the color card to pick the color you want. Somewhere there is an option to show color, or show legend. It might be under the analysis menu, or might be right-clicking the measure. Look around and let me know if you can't find it.

@@TableauWeston On the right of the chart there is a color legend indicating which color corresponds to which category. With this method, there is no "total" color legend. How do we add this?

@@jackbivona2474 I don't know of an "easy" way to create a Legend for the TOTAL line. Here is what you can do. 1) After you create the dual axis chart, open the SUM(Dollars)(2) card. You will see [Location] on the color card. Drag [Measure Names] on to the color card. 2) This should give you another color legend. You can unhide the legend title. There will still be a gap between the two legends but that is as close as I know how to get them. 3) To change the name in the color box itself, you can edit aliases of the [Measure Names] and look for SUM(Dollars)(2). Another option is to create a field equal to SUM(Dollars) and call it total. Hope that helps.

Glad to hear it. It's hard to know what other people wants, or needs, to see.

I'm glad you are finding it helpful. Thanks for watching and leaving a comment.

Glad you found it helpful and easy to follow.

LOL, I have probably done it both ways. I'm never sure if the data type is "Date" or "Date/Time", and I know it is easy enough to look, but sometimes old habit die hard. Thanks for watchin.

Just trying to share knowledge.

Glad you think so!

I struggled with search terms to include in the description. If you could share what you searched on, I'll include in description, which should help others to find this video as well.

@@TableauWeston I would describe this method as "Scrolling & Filtering to a Selected Name in a long Tableau Table utilizing SETS, INDEX, WINDOW_SUM, and IF-THEN features. Allows the User to filter an unmanageable range of values to a selected value and still evaluate the position of the selected value within that range.

Thanks for the comment. I hope you found the video helpful.

Changing the source for all actions from the worksheet to the entire database, that fixed it for me!

Glad you figure it out.

Are you sure? Thanks for letting people know. Can other people confirm the direction of the slashes?

Glad it helped!

I would first play with the Year over Year change (table calculation). If you don't want to see the previous year's value, you can hide it. To make it dynamic is more involved. You may have to create a separate calculated field to calculate the previous year's value. Then create another field to calculate the percent change. Let me know how that works, or if you have sample data maybe I can work something up for you. (Sorry it took so long to respond.)

I would want to understand why you are trying to do what you are suggesting rather than filtering on a specific name. I am assuming the names will be dynamic (new ones being added), so tying to a specific number (in Tableau) would be tough. (Sorry for the late reply and lack of a solution.)

@@TableauWeston In a long table of Customers, I could filter to a specific customer, but then I would lose all of the other customers in the table. If I wanted to see the selected customer in his/her relative position to other customers (remember, I am using Rank) then I could create a filter on Rank to help me scroll. However with a long list of names, I'd have to manually scroll to find the name. Rather than scroll by a number (Rank or Index table calc) i'd like to have the user be able to scroll (using the assigned #) to the name the user selects. Is that clear? Thanks for responding!!

@@jeffpike1607 that helps. Let me think about it some more. There may be a solution, using parameters in the filter and setting value dashboard action. Let me think about it some more.

@@jeffpike1607 I figured out how to do what you want. It involves the FIRST function and sets on the customer name. I am planning on putting together a video, but it might not be until this weekend.

@@jeffpike1607 Check out this video I recently uploaded that answers your question. ruclips.net/video/cGyTV3F3J1Q/видео.html

Glad it helped!

Everyone will be able to see the shapes in your published dashboard. If someone were to go into the actual Tableau file, they would need access to where the image was stored for it to be visible.

Glad it was helpful!

I haven't tried embedding show/hide buttons in vertical containers. I've always changed the show/hide button images to a information icon, and it seems to work for my end users.

Where are you using the NULL?

Thanks for watching!

I'm not sure how to attach a dataset to RUclips. You can easily re-create the data set with an Excel file with Location, Date, and Quantity.

Glad it was helpful and glad you were able to follow along. Fairly complex way of approaching your data.

Glad you think so!

You might be right. This is a difficult for people to understand, at least it was for me. Someone explained it with pre-existing containers and it worked for me, so I took the same approach. Hopefully you found something useful in the video.

My pleasure. I hope it helped you on your journey.

Look at the formula at time stamp 2:32. You can add as many IF/ELSEIF scenarios that you want. For example, ELSEIF [KPI selector]="Group D" then sum([field]). You would add this logic to all the fields in Group D. Let me know if that doesn't help.

Thanks for watching.

I don't know off the top of my head. I assume you would replicate the pattern used for one parameter.

Good question. I haven't worked with extensions, so I can't answer that question.

Most welcome

I'm not aware of any way to synchronize any scrolling across multiple visuals. Admittedly, this was a work around and a bit clunky.

There may be an issue with the formula, or it could be the type of information you are trying to get. Are you trying to get 1, 2, 3, 4 for the quarter?

If you want to create anything, you'll need the Creator License. A good, cheap option is to get Tableau Public. You can link to Excel data sources and create charts and graphs. You won't be able to copy/paste images of your visuals, but if you do a screen shot you should be okay.

I'm not aware of any. This is a bit of a hack, so maybe in the future Tableau will roll this out as a feature.

Unfortunately, you can only have one item per worksheet. Dashboards are used for combined various worksheets together.

Glad it helped!

Tell me more. Are you using an image of a Google Map?

@TableauWeston, thank you for your response and question. To address your inquiry, no, I currently do not use Google Maps integration because I am unfamiliar with the process. However, I am actively researching ways to incorporate Google Maps into Tableau. On another note, I am creating a personal CV portfolio in Tableau, and to showcase the locations where I have worked, I aim to include an interactive map.

@@tahirtahirzade5051 I'm not sure how to integrate with Google Maps either, so if you figure it out please let me know. I've seen a couple interesting resumes done in Tableau. They look cool, but I'm not sure how practical they are for actually getting a job. Good luck.

Thank you for watching. Is there something you are interested in seeing?

Thanks for the suggestion. I discover things I know are helpful, but sometimes struggle with the titles. Thanks for subscribing!

I don't believe pie charts can have reference lines. If you want to show targets for the various slices, I would create a separate "target" pie chart and either display them side-by-side or overlay them using a dual axis.

Are you wanting to see the details for the particular category, like Furniture? In that case, just passing "Category" through the filter in the embedded visual should work. Feels like I'm misunderstanding the question. Please let me know what I'm missing.

I am still finding a solution for First and Last date case statement for e.g. IF ISNULL([touchpoint_date]) THEN "Date Null" ELSEIF (MAX[touchpoint_date]) THEN 'Last Touch' ELSEIF (MIN[touchpoint_date]) THEN 'First Touch' ELSE 'Mult Touch' END

Thank you for the kind words. I think you want to compare the [touchpoint_date] to the First Touch and the Last Touch. I recommend first creating two LOD calculated fields. {FIXED:MAX(touchpoint_date)} as the Last Touch, and {FiXED:MIN(touchpoint_Date)} as the first date. Then use those calculated fields in the IF-THEN calculation.

You may need to add additional dimensions to the FIXED calculation. For example, if you only want the Last Touch date for a vendor, product, store location, etc. , then put them in the FIXED calculation like {FIXED vendor, product, storelocation:MAX(touchpoint_Date)}. I hope that helps. Check out my other LOD videos.

The title is a little confusing (at least to me :( ). Can you explain a little more about which source field you are not able to see?

Thank you so much for the response. So to give you a background I am trying to reset all filters which incöude 2 parameter range date filters. I have found a way to reset the regular filters, i am now trying to use the same button to reset parameters to the dates when the workbook opens eg. 01-01-2023 - 20-12-2023. I am not even sure if that is possible

@@Syzemic This will be pretty complicated. I think you would need two parameters - one for the start date and one for the end date. Follow the video to set the parameters to a new value. I'm not sure if you can set the parameter to the value of another parameter. Depending on what you are trying to accomplish, you may suggest the dashboard user to select the "Refresh" button (a Tableau default) rather than trying to create a separate filter.

@@TheGrabBag_RootBeer Yeah I thought so as well. Just from a ux prospective its better if we have one apply all button and one reset button. Also the reset button remains selected when you click it so you have to click it twice, seems a bit buggy.

If the bar chart is showing the percent of the total, chances are the filter won't work because the percent of total is a table calculation that will not link to a specific field value. Do you have a location where you want the data set sent?

Under the Analysis menu, select Totals, then "Add All Sub-totals". You will then need to right click the dimension (blue bill) to unselect the sub-totals you don't want.

Is Cross Tab option greyed out, or is the format off when you export to Excel?

Hi@@TableauWeston , I have the same issue, Cross tab option is greyed out.

@@ksourabh45 I find selecting something in the visual you want to download to be helpful. It helps Tableau know what data you want. I assume you are not trying to download an image or a text box.