Issue#88: Tableau - Using Tableau for Investment Data

  • Good morning.  I wanted to know if anyone is currently using Tableau in their Investments Department. 

    0 Answers

    Sorry, your answer is too short !

  • Issue#257856: Tableau - Data blending Zip codes performance issue

    I am looking for the best / most efficient way to blend or join a secondary data source which contains a master zip to territory mapping. Primary data source: (live connection tableau online) each row has a zipSecondary data source: (excel) master zip file with ~40k rows (all US zips) - each zip is tied to a territory I am looking to add the territories from the master zip to territory file as a filter. I tried data blending using the zip codes as a common field but I am facing very slow performance. Is there a better way to do this?

  • Issue#276716: Tableau - Data Blending Left Join Issue

    Hi All, We are currently developing a customized usage dashboard for our business users. We are blending data using multiple data sources and both data sources are connecting to PostgreSQL databases. In the second data source we are using custom SQL which basically pulls the users who are in Usage and Admin AD groups. All sites contains corresponding Usage and Admin AD groups accordingly. Our aim is to provide the users logged in with their sites usage data. For example, user X is only part of site A and when he logs in he should be viewing only site A's usage statistics and if user Y is part of site B and C, he should be viewing both sites B and C's usage statistics. For the security piece we are capturing user login information using GetUserName() function. But we have a issue here with the Site Name filter. When a user X logs in, he is able to see only his sites corresponding data getting filtered but the site name filter shows all sites within the environment. we want to

  • Issue#401955: Tableau - Data Blending Issue

    Hi All, I am working with two data sources and I need to blend some data fields from both data souses to create some dash boards. I did data blending but it does not give me correct results what I expect. I have attached a sample workbook by enclosing similar example which I faced. For your convenience, I have attached two screen shots of results what I expected and observed 1. This kind of figure I am expecting to have. In my two data sets one have 5 ICUs(A, B, C, D, E) and 3 for other(A, B, D) . But this figure shows 3 ICUs(A, B, D) which are in data set 1. But I need to show rest ICUs though those do not have data (C and E) 2. When I blend Data I observed this figure. This figure shows rest 2 ICUs(C and E) But failed to show discharge type correctly as in figure 1 when dragging discharge type into color shell Can anyone please kindly help me to getting this problem solved. I have attached my tableau workbook as well. I can work upto tableau version 9.2. 

  • Issue#599488: Tableau - Data blending summation issue

    I am facing one issue while aggregating the data from date to month rollup on data blending of two different sources. When I am rolling up data which is % based from date level to month level, It is not aggregating based on date at month level. See below requirement to get clear idea.  Month of Date opened, Day of Date Opened, Full/Partial & Percent impacted user are coming from EXCEL data source (Primary Data source). The Total User is coming from Google Analytic (Secondary Data Source). Whereas “User impacted by percent” is the calculated field created based on these data source. Here is the formula of User impacted by percent:  if SUM([Percent impacted])=1THEN SUM([GA (GA_Dataset)].[User])ELSE (SUM([GA (GA_Dataset)].[User])*SUM([Percent impacted]))END I tired ATTR in above formula instated of SUM(Percent impact) but didn’t help me. See attached workbook sample for detailed understanding. Data at date & month level:Month of Date Open

  • Issue#622364: Tableau - View Data Issue

    I was using the view data option and when I clicked on underlying, I would see what I wanted to. (The underlying raw data that the summary is referring to). But now it shows the entire worksheet, even if I "keep only" the record I am interested in and then view data If I change that 596 value to 2, then it will just show the first 2 rows, not the rows containing the 2 jobkeys from summary. It's confusing because this was working the way I expected it to like 10 minutes ago, I'm not even sure what I could have changed. Thanks!

  • Issue#675876: Tableau - Calculation Issue: Joining Two Data Sets for Calcs

    Hi all -- Can someone please help me with this issue I've been having? I'm currently trying to join two different data sets together, but can't find a good way to do it. Please see below for what my two tables look like: In one table, I have a date and a return In another table, I have a date and expected average return for that date: Ideally, I'm just trying to calculate from the first table, what the Return - Expected Avg Return is for each date, so in theory it would look something like this: Then, from there, I would just do Return - Avg Expected Return, and have an average of that number for each date. I keep running into the issue that I can't mix Aggregate and Non-Aggregate values -- anyone know an easy solution?

  • Issue#908462: Tableau - Data quality Issue ?

    Hi all, I don't even know what to call this issue. I created a sample data that i attached with this discussion. When i brought it to  Tableau, its acting weird. I wanted to see the Male, Female emp count. somehow, the each Gender type is getting separated into 2 separate panes. I am attaching the screenshot as well. Please let me know what is the issue here. Thank you,Kalyan Allam

  • Issue#943732: Tableau - Data Blending Help - suspect Dates causing issue

    Hi everyone,  Wanted to see if someone can kindly review my workbook.  I am having trouble Data Blending two different tables to do a Travel Expense budget analysis comparing budget estimates versus Actual results.   In the worksheet tab called 'budget v actual (BLEND)' the values for Values_Actual are way off.  I suspect that this pertains to a blending issue regarding Dates.  In the Budget data source, a date calculation is used whereas the Actual travel expense data sources uses actual dates when the expense occurred. Any help is greatly appreciated as always!! - Dario  Attached is the workbook for your review.

  • Issue#981647: Tableau - In Tableau 9.3 when data blended...Report behaviour issue

    Hi,I'm blending two sources on a key which is fine and while adding fields from secondary source on to rows it worked fine until i added 2 fields..but after 3 field onto row...I see something weird behavior.. It is causing the first two fields in the rows to merge automatically separated by a comma. Not sure why it is happening. If i remove any one of the field from the rows then again the first two fields in the rows shelf which were merged are splitting again back to normal. Not sure why is that. Please let me know your thoughts/suggestions. Thank you.

  • Issue#1145153: Tableau - Underlying data issue

    Hi,I'm showing a data in a Tableau dashboard through a calculated field and it is as expected. I can change the format like in $K, millions and it is changing accordingly.But when I try to export the underlying data then the data mismatches and the reason I guess it is rounding off the values and showing it in millions. Any idea on this? Regards,Ram

  • Issue#20: Tableau - Aggregation issue

        Hello all, I just want to begin by saying how much this forum has saved my job! Thanks everyone! I am having an issue getting my values to aggregate properly. I have attached two pictures below to help explain:BEFOREAFTERThe problem is that when I remove a dimension, the values are not aggregating properly. Each Facility and Cost Center should have 1 App attached to it and taking away Summary Pay type should not aggregate those Apps. Once I take away Cost Center, then they should begin to aggregate. I can use MAX() but then it keeps the same value when I get rid of cost center and I would want that to be Summed. The end goal of this is to track Dollars/App By facility and able to drilldown to cost center, then summary pay type and another layer of fidelity that I may add in. Thanks!

  • Issue#29: Tableau - Inconsistent Data

    I have a worksheet setup using two tables left-joined from a database.  If I look at the total number of users using this worksheet, the number of users is over 60 less than is actually in the database.  I have included a screenshot of the results of the joined worksheet as well as one that only uses the one table and gives the proper, higher number.  Can anyone tell me why the join would butcher this number?  Does anyone know how to fix this?

  • Issue#31: Tableau - Creating a table calculation that sets goals to be 50% higher than the previous high value in data set

    Calling all Tableau Experts! I have 10 months of data, January thru October. I’m trying to write a table calculation that sets a new goal for First Pass Yield that’s 50% higher than the previous high First Pass Yield monthly aggregate. That’s a bit of a mouthful, so here’s an example to better illustrate what I’m looking for (Reference the below table for the values I’m talking about):   First, obviously, January has no previous lookup value to measure against so I’m setting that Goal value to just be .5 (just so there are no Null values in the table calc). For February’s goal, the calculation should be January’s FPY actual plus 50%, which in this case would be 77.27%.      Goal % Calc = ((1-((Lookup(Previous High Value)))*.5)+(Lookup([Previous High Value)))  Now, because February’s FPY was lower than the first month, the goal would still be set at 77.27%. This trend conti

  • Issue#39: Tableau - A way to create a Tableau data dictionary in order to see the Field Names within a workbook and associated formulas

    Tableau does not have the ability to export the workbook logic and load the field names and formulas into other software, for example a program that manages metadata for a company/department to provide a data dictionary. If this can be implemented on future release then it would be helpful for developers to keep track on their Calculating fields and formulas.It will add the ability to provide a data dictionary or integrate Tableau into system like metadata management such as Informatica Metadata Manager is so that users will have a better understanding of how data is connected. As Tableau development of workbook dashboards becomes more complex with connecting to multiple data sources, joining multiple fields, creating numerous calculated fields and workbooks, there is a need for the following: 1.To see which data sources are used in which workbooks, dashboards, and worksheets.2.Understand the data lineage from source to workbook to dashboard to worksheet.3.Ability to vie

  • Issue#41: Tableau - How does Extract Filters and Data source filters vary the size of the Tableau Extract?

    In Tableau 8.2 Data Source filters and Extract Filters used to work in the same manner.However in Tableau 9.0.4 both filters works differently.Extract Filter:As the name implies extract filters are used to filter out the data while creating the extract.Example: Let’s say we have database with the data for different countries as shown belowUSA –                    5000 rowsCanada –             2000 rowsIndia                      10000 rowsAustralia              1500 rowsIf we apply the Extract filters to bring the data only for USA (Country=USA), Tableau creates the Extract (.tde) just for the Country USA and ignore the data for all other countries.S

  • Issue#48: Tableau - Hyperlink on multiple columns using Data base values

    Hello:I've a report that has four columns that need to be hyperlinked.I've created variables for each and used those variables for hyperlink action using Menu option. Issue is when there is no value in one column it takes the link value from the right column. Anyone faced issue like this. Please advise. Thank You!

  • Issue#50: Tableau - Tableau creating wrong syntaxs when accessing data through ODBC connection

    Hello , We are accessing data from one of our hive cluster using quboles ODBC connector and for some reason Tableau is not able to recognize the data types ,So we did change the data types from the tableau interface and tableau is trying to send a query with a wrong syntax to the hive server . So here is an example of what I am talking about set hive.cli.print.header=false;explain SELECT 1 AS `column1`, `Tablename`.`column2` AS `xyz`, `Tablename`.`ad` AS `ad_slot`, `Tablename`.`advertisername` AS `advertisername`, CAST(CAST(`Tablename`.`cpm` AS `DOUBLE`) AS `DOUBLE`) AS `cpm`FROM `db`.`Tablename` AS `Tablename` LIMIT 10000  Here in the above sample query you can see in the highlighted part where Tableau is keeping the data type in the quotes and the underlying data base engines(Hive) are unable to understand the syntax and thus leading queries to fail. So the question is how do we get around this problem of the syntax that tableau is sending to the Hive se

  • Issue#60: Tableau - How can I present weekly and monthly data on the same view?

    This my first post.  I've searched high and low for a solution with no success.  Now I turn to the experts. I have three measures that I need to put on the same line graph: sales (monthly), contract values (weekly) and proposal values  (weekly).  I've run this set of data for over a decade at the monthly level.  Now the boss has asked that we look at contracts and proposals as a trailing 52 week average and 52 week sum.  We only invoice once a month, so that is as granular as sales gets.  When I try to plot the monthly data using weeks as the dimension, I get a stair step.  When I do a window sum, I get values that are 4-5 times the monthly value. I thought this might be a level of detail issue, but can not find any discussion of using it with dates.  Any thoughts on how I get there from here?  Thank you for helping a neophyte.

  • Issue#74: Tableau - Tableau Data Engine Error: 8 with all published views on server 9.1.1

    Recently we encountered issue with below error for all views. This impacted all business users in QA instance. We were not able to figure out what was the root cause. We have open case with Tableau as well. Even though, we were able to resolve issue but still would like to hear from anyone who had similar issue and know the root cause so that we can avoid going forward. "An unexpected error occurred. If youcontinue to receive this error please contact your Tableau ServerAdministrator. DataSourceException: Tableau Data Engine Error: 8: An error has occurred inIPC_Socket::Recv(buffer length=16) An existing connection was forcibly closedby the remote host 2016-01-20 00:25:41.372 (Vp7UBawQOk0AAAho0GQAAAJO,1,1) Would you like to reset the view?' Resolution: On two node architecture 1. Stop Services2. Move all services from Worker Node to Primary Node except Data Engine; File Store; Repository3. Save and start services; After start check if all views are working as expected, i

  • Issue#82: Tableau - Put the table/view name in the View Data window when previewing the contents in a Data Source.

    When previewing the data in a table/view in the data pane of a Data Source it would be helpful to have the name of the object being viewed in the title bar. Preview the table/view: ...and in the title bar put the name of the table/view that is being displayed: When looking at multiple screens of custom SQL queries and bouncing between table/view previews I will sometimes draw a blank as to what table/view I'm previewing.  This is particularly helpful when I get pulled away and return to what I was doing as I would know right away what it was I was looking at before the interruption.

  • Issue#108: Tableau - Create Hierarchy from 2 different data Sources

    Hi ,Please let me know, is that Possible in tableau to Create a Hierarchy , including fields from different data source Example :Data Source 1: Hierarchy is below: Data Source 2:  Hierarchy is below:  I have to bring in the Data source 2 Hierarchy appended below to the Field 'Country' in  data Source 1 .

  • Issue#556: Tableau - Multiple Data Source Filtering Using Different Dimension than Parameter's

    Hi all, I’ve got a dashboard that has numerous sheets on it from multiple data sources. I’ve used a parameter to allow me to filter across all the data sources at once. The problem is, the dimension that I’ve used for my parameter is a product code that people can’t use for searching. What they need to use is the product name, but this product name dimension is in only one of the data sources. So is there a way for the user to select a product name in a quick filter on the dashboard and have all the vizzes change, even though it's the product code parameter that's filtering all the sheets?  Thanks!

  • Issue#4886: Tableau - Data doesn't match in the same workbook

    Dear Tableau expert, I created exact same view in one workbook, filters, columns and measures, please see the print screen, however, one is incorrect in terms of value, could you please let me know why the different occurred? Many thanks for your help. Best,Willow

  • Issue#7351: Tableau - Tableau Mobile: Analyze data anywhere

    Tableau Mobile is the fastest, most delightful way to stay on top of your data—anywhere. It’s a free iOS 8 and later app you can download from the App Store for your iPhone or iPad. Use it to explore and share views published to Tableau Server version 8.2 and later, or to Tableau Online. Browse snapshots of views you add to Favorites even when you’re not connected to the internet.

  • Issue#7851: Tableau - Changing multiple filters before loading data

    Hi All, Currently, I have a few quick filters on my dashboard on Tableau Server. Every time I change a filter, Tableau Server will begin to load and refresh my charts/tables. Is it possible to change multiple filters at once on Tableau Server before it starts refreshing the data on my charts/tables?

  • Issue#9540: Tableau - Tableau Desktop - Left Outer Join on Data Sources

      Hi All - I have a requirement where in I've to use left outer join between two different data sources ? Thanks in Advance,Praveen PatilEnterprise Business Analyst, NetApp Inc. 

  • Issue#10493: Tableau - After publishing tableau server data source, the alias is no longer available and doesn't

    This seems to be a bizarre issue I encountered today after publishing a data source to Tableau Server. While on my desktop I had an alias on a measure name. After publishing to Tableau Server, this alias disappeared (as expected). However, now I'm attempting to create a new measure with the same name as my alias, and it doesn't let me "A field named "X" already exists."   However there seems to be no way for me to access the previous alias in order to delete it. Anyone know how to workaround this issue?

  • Issue#11869: Tableau - Data Difference for of 2 Dates

    I feel like this could easily be answered using an LOD expression, but I haven't gotten the answer I need by the trials I've done. I have a date field.I have a measure field.I need to calculated the difference of one date's corresponding measure value from another date's corresponding measure value. Is this less difficult than I am making it?I appreciate any suggestions!

  • Issue#12234: Tableau - How to Connect workbook with data extract ?

    Hello Team,I have a data source called A and developed some workbooks named W1 and W2, I have created a data extract for A and Published it to Server, So If I want connect W1 and W2 to the published extract A, How to connect it in Tableau Server. Thanks In Advance Sudha