Samuel Parsons
Samuel Parsons
  • Видео 7
  • Просмотров 67 596
Drillable KPI Card - How does it work?
Here I talk through a recent viz I created on Tableau Public, that allows a user to explore the underlying drivers for a KPI performance.
Workbook can be found on Tableau Public: tinyurl.com/mwyzmenm
Video Chapters:
0:00 - Welcome & Introduction
4:14 - Nested Trellis Charts
8:02 - Dynamic Trellis Calculation
16:44 - Manufacturer Drill
23:09 - Re-cap explanation
25:00 - Context and dual-colouring
27:32 - Viz in Tooltip
39:02 - Table calculations to Finish!
Просмотров: 400

Видео

Tableau's Best New Feature - Dynamic Zone Visibility
Просмотров 2,3 тыс.Год назад
This video was a presentation at an internal event recently, that I am sharing on Tableau Public (link below). This video accompanies the workbook on Tableau Public and was intended to generate interest around what Dynamic Zone Visibility could be used for with in a business context. Viz workbook link: public.tableau.com/app/profile/sparsonsdataviz/viz/TableauBestNewFeatureDynamicZoneVisibility...
Totally Awesome Tableau Gauge Charts - Tutorial
Просмотров 18 тыс.Год назад
Tableau Gauge Charts are FUN!!! Here is my method for creating gauge charts to work with a target value within your data. This method makes customising the visual aesthetics very easy, so you are only limited by your imagination! Tutorial Workbook can be found on Tableau Public: tabsoft.co/3KEonkR Showcase Workbook can be found on Tableau Public: tabsoft.co/3KJdXk0 Video Chapters: 0:00 - Welcom...
Follow Up Video - Super Advanced Tableau Tables
Просмотров 1,9 тыс.Год назад
Learn how to identify any column using a slightly tweaked method from the original Super Advanced Tableau Tables video in this channel. Specifically this video shows how you can add multiple sparklines (4 in total) to a single table for different metrics. This new method is easier to adopt and the sky is the limit for how many columns (not just 4) you need to identify individually and add to yo...
Showcasing a more sophisticated Tableau UI experience
Просмотров 2 тыс.Год назад
Here I run through how to make a better button action experience, one more like we would expect from an App or Website. This is not out-the-box Tableau, some workarounds are required here. Workbook can be found on Tableau Public: tabsoft.co/3Y4o1I3 Video Chapters: 0:00 - Welcome & Introduction 1:53 - Show / Hide Solution 3:27 - Limitations of a Shape Mark 6:46 - Dynamic Zone Visibility 12:19 - ...
Automating the Tableau HIDE Feature
Просмотров 1,3 тыс.Год назад
The Hide Feature in Tableau can really become a powerful tool in building Tables when you utilise it in a dynamic way. Here I show a couple of ways to do that. Workbook can be found on Tableau Public: tabsoft.co/3Y4o1I3 Video Chapters: 0:00 - Welcome & Introduction 0:33 - Today's content 4:07 - Basics of HIDE 7:58 - Tip 1 Remove Details 14:07 - Tip 2 Keep Key Categories 24:14 - Creating the Hid...
Super Advanced Tableau Tables
Просмотров 42 тыс.Год назад
A run through of how I created the Super Advanced Tableau Tables workbook. Workbook can be found on Tableau Public: tabsoft.co/3JeajxL Video Chapters: 0:00 - Welcome & Introduction 3:02 - Caveats to this process 4:30 - Constrain Aspect Ratio 11:52 - Pie Chart 14:01 - Text Headers 16:30 - Section Header 19:12 - Rank 20:12 - Bar Chart 25:16 - Bullet Chart 27:19 - KPI 29:40 - 100% Stacked Bar 37:1...

Комментарии

  • @adri-nb
    @adri-nb 3 дня назад

    Edit: I found that if I set the height of the sheet to half its width on the dashboard and set the y-axis to 0.5 to -0.5 it maintains the correct angle. Cheers! This method is really interesting and it was fun to build - I do find though that it's limiting because the angle of the arrows is affected by the dimensions you give the sheet on the dashboard. I only want to show 50% of the circle and there's a lot of white space that I can't trim down, which means the viz takes up a lot more space than I'd like. But if you don't give the gauge its full space, the line lengths and angles shift and are no longer aligned with the underlying pie chart. I suppose because resizing the sheet effectively changes the axis range

  • @soupavico
    @soupavico 4 дня назад

    Hi Samuel, Thanks for this amazing content. Quick question regarding the First letter testing, I suppose that it might be performances related, but why not testing the full string? How does Tableau deal with New Jersey and New york? Thanks !

  • @rjjxt
    @rjjxt 27 дней назад

    Hi Samuel all the way from India. Thanks for the video. Can you suggest how I can show a negative axis, like profit% bar chart, where there's a loss ( less than 0%) how do I show it here

  • @marlonholland955
    @marlonholland955 Месяц назад

    Your way of explaining things is excellent. You sir have an incredible talent. Thank you very much for this video.

  • @ATP2470
    @ATP2470 2 месяца назад

    Hi Sam! I'm enjoying your video so far. I would like to do this but in line with your caveat at the start, do you have any code / ETL process notes you can share on your dataset? I want to ensure I've got my table set up as required to make use of your tableau expertise! Thank you! & hello from EDI :)

  • @hubsun
    @hubsun 3 месяца назад

    Lovely !! Complex but nicely explained. Thank you !!

  • @robertomolina6562
    @robertomolina6562 3 месяца назад

    buenas noches muy buen tablero, se podra hacer un video desde inicio y poder seguir los pasos

  • @liadb19
    @liadb19 4 месяца назад

    how did you turn your "section header text" into aggregate ? for me it shows as 'text' 17:53

  • @AgataMostowik
    @AgataMostowik 4 месяца назад

    How do you resize the column width? Whenever I try to resize one all of them are changed :(

    • @sparsonsdataviz
      @sparsonsdataviz 4 месяца назад

      Hi Agata, the column widths are explained in this video: ruclips.net/video/62tiC50xinE/видео.htmlsi=XRCDv3ypyR50FRYz - Essentially to summarise, you need to set the Aspect Ratio to adjust how the none-date cells are spaced, then the date cells will fill the remaining space. If you drag the cell widths that will break the trick and all columns will be sized to the same width. Sadly, if you have dragged the columns and saved, you cannot go back and the aspect ratio will no longer apply.

  • @sinitalamba6071
    @sinitalamba6071 5 месяцев назад

    Is this also possible in powerbi as well ?

  • @remarcablereally8199
    @remarcablereally8199 5 месяцев назад

    Great technique. Though at 12:46 I'd have chosen a different title for the dashboard, just to avoid any problematic historical echoes. Just "Solution" might work.

  • @Capetoonali
    @Capetoonali 5 месяцев назад

    Is there a way to adjust individual column width? So the main text column is wider than a single shape column next to it?

  • @tailethanh8074
    @tailethanh8074 5 месяцев назад

    big thanks, really amazing and well explained

  • @JebBesecker
    @JebBesecker 6 месяцев назад

    Perfect video, extremely helpful, well paced, and the extra detail with timestamped sections really helped. One thing I will mention to those replicating this, if you run into an issue with the y axis sizing with the spark-lines (either too little movement or off the graph) you can normalize the data. To do this I took: (SUM([Metric]) - WINDOW_MIN(SUM([Metric]))/ (WINDOW_MAX(SUM([Metric]))- WINDOW_MIN(SUM([Metric]))) *[Metric] being just any field you are using.* This ensures it takes the window max and min of each cell so it can properly normalize the data between 0 and 1. Then, same as the video, you can add your SUM([Metric]) onto text to give it the value on the line. Hope this helps! All credit to the Wizard Samuel Parsons for discovering this was even possible. (シ_ _ )シ

  • @ltai0001
    @ltai0001 6 месяцев назад

    Can't download the workbook - is it possible to share it again?

    • @sparsonsdataviz
      @sparsonsdataviz 6 месяцев назад

      I have allowed download access again. I locked down my workbooks recently after finding some had been copied and passed off of other peoples work.

  • @ragragrec1
    @ragragrec1 6 месяцев назад

    brilliant

  • @philipbmilner1
    @philipbmilner1 7 месяцев назад

    This is really excellent, and I love the fact you let people download your workbooks as well. Wonderful.

  • @thepenguin74
    @thepenguin74 7 месяцев назад

    I loved it. I have used a lot of the concepts to create a Gauge chart on savings vs target. I decided not to go with the 80+1 partition because I needed the precise data, and also decided to go for the 30% blank option (70% gauge), then hardcoded the 70/30 and calculated how the colors should look like. I had to see it multiple times to get some parts of it, however, it was totally worth it. One tip: it has worked for me to remove the option of panning and zooming, so your dashboard does not zoom when you touch the mouse's trackball. To do that Map >> Map Options >> [uncheck] Allow Map and Zoom. This will save you some headaches.

  • @jpovikes
    @jpovikes 9 месяцев назад

    Great video! I tried to reverse engineer this for what I am doing but running into an issue. I only want to create a pie chart and then a bar graph by day for volume of errors within controls we are building. I have 60 days worth of data so I am having trouble figuring out the 4 vertical bars you have and converting it to essentially 60 bars with varying volume each day.

  • @phillips2278
    @phillips2278 9 месяцев назад

    Hello, Samuel. Nice work. Loved it! How did you inserted multiple marks with a single axis in the chart? Idk how to do this

    • @sparsonsdataviz
      @sparsonsdataviz 9 месяцев назад

      Hi! Thanks for the feedback - take a look at the Map Layer Theory section - timestamped: 42:33 above. That will explain it all. Also, I am planning some new videos to cover this in more depth soon!

    • @phillips2278
      @phillips2278 9 месяцев назад

      @@sparsonsdataviz i am already a fan! and already eager for this new video

  • @anniewqg5407
    @anniewqg5407 9 месяцев назад

    Thank you Samuel for this follow up vide, super helpful, really appreciate!

  • @Nerd-y8s
    @Nerd-y8s 10 месяцев назад

    This 1 video covers more content than my 1 credit course🙊, thank you Samuel

  • @AmarendraD
    @AmarendraD 10 месяцев назад

    Hi Sam, Downloaded your work from public and it looks the notification sheet is missing on that workbook. Where can find a version that helps me understand how to build that pop up notification. Thanks

  • @wangmanda
    @wangmanda 11 месяцев назад

    Great Video! Is there a way to make a static gauge chart then? For example, I have 2 targets to compare with the current value, and I did not want any dynamic parameters.

  • @user-tc4pe3wp2q
    @user-tc4pe3wp2q 11 месяцев назад

    Is there any way I could make my axis wider for my text? It does not fit and the text is cut but when I try to grab the header and make it wider all of my axis get wider and that's not what I want. I want to independently resize only my axis where I have my text. If anyone has any tips let me know please ! thank you, it is a masterpiece video!

    • @Capetoonali
      @Capetoonali 5 месяцев назад

      Yeah I have the same issue

  • @PattiP-k1p
    @PattiP-k1p 11 месяцев назад

    Unfortunate the volume level is so low. While the historical context is great, probably take less time in future videos

  • @hc2828
    @hc2828 11 месяцев назад

    Hey Sam, this is amazing! I am stuck on the vertical bars....the bars on my end are all the same height! For the vertical bar - size calc, i used a custom formula instead of -sum(sales) as you used in your report. Any thoughts?

  • @vipinvijay4449
    @vipinvijay4449 11 месяцев назад

    please add a bit more volume volume if possible because even at 100% volume is below normal.

  • @lifeinyogapants
    @lifeinyogapants 11 месяцев назад

    thank you so much for this!! can you help me understand why I can't get the sort to work? I even started from scratch from your workbook and after sorting, the pie did not change - white part stayed to the right

    • @lifeinyogapants
      @lifeinyogapants 11 месяцев назад

      nvm I just needed to watch the rest of the video lol order of the pills on the marks really makes a difference! thanks again for everything sam!

  • @RuiPereira-y6n
    @RuiPereira-y6n 11 месяцев назад

    Might be a simple question, but how do you manage to apply the same color to both the shape and text in the KPI column without using Dual Axis? Thanks for the video, it's mindblowing!

    • @sparsonsdataviz
      @sparsonsdataviz 11 месяцев назад

      On the Marks Card for the KPI, under Label and then Font, I have clicked "Match Mark Colour" So the text picks up the colour you have applied to the shape.

    • @RuiPereira-y6n
      @RuiPereira-y6n 11 месяцев назад

      Awesome, thanks!@@sparsonsdataviz

  • @jiancarlochua5346
    @jiancarlochua5346 Год назад

    nice but I dont know how I will get start my draft since you did not show how the graph got the break down lines from the start. need to see from scratch from the top please help me as I need it for my job. thanks

    • @GiovanniSol
      @GiovanniSol 8 месяцев назад

      You need the Excel file to visualize the numbers of dimensions, isn't it?

  • @danallison8745
    @danallison8745 Год назад

    when i tried to replicate the vertical bars design, all my table calculations were defaulting to reading down, not across, so the results were not 1 and 4. I've been looking at this all day and comparing to your original tableau file. I'm super stuck can't figure it out.

    • @sparsonsdataviz
      @sparsonsdataviz Год назад

      Hey Dan. If you have checked your calculations and cannot see any issues with them, then the next step would be to double check ALL of the Table Calculations set up, both on the Vertical Bars - Colour pill and the Vertical Bars - Axis pill. If that is not the issue, then check you have the pills all set up the same (Discrete or Continuous, Dimensions or Measures). Lastly, double check you have the Mark Type set to Gantt Bar and not a standard Bar.

    • @danallison8745
      @danallison8745 Год назад

      Is whether the SIZE function calculates down or across dependent on how many dimensions are in the view? Or the order in which marks are added?

    • @danallison8745
      @danallison8745 Год назад

      Oh this is awkward... I didn't realize that all the nested table calculations can be configured directly on the Sales or Profit or Position pill... who knew? : - )

    • @danallison8745
      @danallison8745 Год назад

      This was probably the greatest learning experience I've had with tableau. Mr. Parsons, you sir are a genius! This design is going to be my go-to in the future. Thank you thank you thank you!

    • @sparsonsdataviz
      @sparsonsdataviz Год назад

      @@danallison8745 Glad you found it helpful Dan! Thanks for the feedback!

  • @Jenny-ye6iv
    @Jenny-ye6iv Год назад

    Hi! Thank you for this tutorial. I have one question / request - I'm trying to drill down into the city level (clicking on a state would populate the cities in that state) but the sparklines become identical for each of the cities. Do you know how to fix this? I've tried playing around with the y-axis logic calculation, but haven't had much luck. Any insight would be appreciated, thank you!!

  • @Cindylts
    @Cindylts Год назад

    Loved the overview and it gave me lots of great ideas for my current project. Thanks for putting it all together!

  • @shahusman7206
    @shahusman7206 Год назад

    i tried but did not get the exact result can you tell me what would be issue , my needle is going become bigger , pls help me @samuel sir

    • @sparsonsdataviz
      @sparsonsdataviz Год назад

      The Needle should be a Line mark, and so if it is becoming bigger, you must have put something on the Size marks card. Does that solve your issue?

  • @marinakolpak1582
    @marinakolpak1582 Год назад

    It's incredible! Thanks a lot!

  • @Aniket7172
    @Aniket7172 Год назад

    I'm simply amazed. This is one of the best dashboards I've seen so far in my tableau learning journey, and it comes with a tutorial? Sharing this with my teammates. Incredible work Samuel. There's so much to learn from this tutorial. Thank you so much for making this!

  • @RueKanda
    @RueKanda Год назад

    Thanks for this, it was very helpful!

  • @JorgeGarcia-xx4bu
    @JorgeGarcia-xx4bu Год назад

    Takes you 12 minutes to get to Dynamic Zone Visibility, although very much useful it is way to much time before getting to the reason we are accessing your video. Most people accessing this video are professionals with limited time, not students in a classroom.

    • @sparsonsdataviz
      @sparsonsdataviz Год назад

      Thank you for the feedback, I'm make sure I cut to the chase next time.

    • @ayeoh47
      @ayeoh47 Год назад

      no don't listen to his guy @@sparsonsdataviz

  • @JorgeGarcia-xx4bu
    @JorgeGarcia-xx4bu Год назад

    I can barely hear you and my volume is maxed

    • @sparsonsdataviz
      @sparsonsdataviz Год назад

      I expect this is more to do with your own computer settings than the video. I have no issues with hearing it on my own PC, even with the volume at 30%.

    • @vipinvijay4449
      @vipinvijay4449 11 месяцев назад

      @@sparsonsdataviz am facing same issue.please add a bit more volume volume if possible because even at 100% volume is below normal.its like volume is going up down up down.so low frequency sounds are less audible.

    • @aswadhama
      @aswadhama 11 месяцев назад

      I haven't encountered any problems on my Windows 11. I haven't finished watching it, but it's going well so far.

  • @MsVB.
    @MsVB. Год назад

    Hi Samuel, your video is really helpful! Thanks to you I was able to build such a table because previously I had no clue how to do it. But I struggle with one issue. When I use dimension as a filter (in your case State) and choose only one to show the whole logic stops from working. All sparklines look the same. Maybe you have some ideas why it is happening? I would appreciate if you can help to solve this problem.

    • @MaksimPashnin-p7k
      @MaksimPashnin-p7k Год назад

      I have the same problem. This solution doesn't work with one row

  • @myvidsfull
    @myvidsfull Год назад

    Fantástic

  • @DarraghMurray
    @DarraghMurray Год назад

    Hi Sam! This is a BRILLIANT tutorial. I did want to point out that you need to have the Y-Axis pill calc in place on the pane before you can set the sizing of the mini bar chart. If you don't, you won't get to set the manual or fixed sizing options in the bar chart pill - instead you will have just the normal Tableau sizing slider :) Also I note, trying to replicate this with some other data that that when I try use 'bar' it tries to plot the bar vertically rather than horizontally. Only Gantt Bar will work for horizontal. Not sure why that is occurring.

    • @sparsonsdataviz
      @sparsonsdataviz Год назад

      Hey Darragh. The Bar Chart should be plotting vertically. The trick is to the use the Size to actually plot the length of the bar and then Fix the bar Size to the Left.

  • @Joy-ov2sy
    @Joy-ov2sy Год назад

    Thanks for the enriching video. I have used your exact formulas but encounter a problem with X pointer Y pointer and angel pointer are not working correctly. The values calculated are incorrect and therefore the needle point at the wrong direction. I would appreciate if you can guide me what can be the issue

    • @sparsonsdataviz
      @sparsonsdataviz Год назад

      Did you solve this problem?

    • @Joy-ov2sy
      @Joy-ov2sy 9 месяцев назад

      Nope...

    • @adri-nb
      @adri-nb 3 дня назад

      @@Joy-ov2sy I know this is late but make sure you've set the axis range correctly. The x-axis (latitude) should be fixed from -1 to 1, and the y-axis (longitude) should be fixed 1 to -1 (the opposite direction as compared to the x-axis!!)

  • @ShivamTiwari-on2kl
    @ShivamTiwari-on2kl Год назад

    I can't thank you enough for the video. I hope god blesses you with everything you want in life.

  • @nachhaltigkeit4079
    @nachhaltigkeit4079 Год назад

    Hi Samuel, thanks for sharing this video, exactly what im looking for. 👍 Im trying to work on websites (domains) as my dimension, im not so sure how to get the logic of "first letter", im not getting 1,0 as my y-axis. hope to get some clues. thanks again!

  • @ShubhamTiwari-bi8ox
    @ShubhamTiwari-bi8ox Год назад

    ❤❤

  • @shivani8126
    @shivani8126 Год назад

    This is amazing work!

  • @piercenorton1544
    @piercenorton1544 Год назад

    What if your vertical bars sometimes only have one value? I guess we need some kind of dimension trigger for each chart type?

    • @sparsonsdataviz
      @sparsonsdataviz Год назад

      Yeah, it is not necessarily a full proof solution. It is a good spot, because if you look at my workbook and scroll to South Dakota, the years 2019 and 2022 are placed next to each other, which isn't necessarily correct.

  • @explainviz
    @explainviz Год назад

    Thank you Samuel. I learned very helpful tricks.