Date Archives June 2019

2019 Week 26: KPI Card

Last week I was lucky enough to spend some time in Berlin attending Tableau Conference Europe.  Coming off the heels of the conference I was struck by the three components the Tableau team was sharing in terms of new features and development.  They shared components focused on 1) Making Analytics for Everyone 2) Analytics at Scale and 3) Having Trusted Data.  I was particularly intrigued by Analytics for Everyone, because I think several of the newest features are heading in that direction.  Particularly when we think about a fluid and inviting analytics experience and the opportunity to view metrics and numbers at a high level while providing more insight in context.

All that said, this week your task is to build out a KPI card that’s packed with a menu revealing more context and insight into the data.  It’s designed to be simplistic and fit into a compact space.  But it’s got additional aspects to visually understand what’s being displayed.  You’ll be taking advantage of some of the newest features and flexing your muscles on some features that have been out for awhile.

The KPI card allows the end user to access a menu to define a time period, and select both a Segment and Sub-Category.  There are lots of little details in this one, so make sure you pay close attention!

Click to view on Tableau Public

Requirements

  • Dashboard size: 600 x 500; you choose the # of sheets
  • Create a KPI box that is orange when performance is down from prior period and blue when it’s up
  • Create functionality to switch between YTD, QTD, and MTD
    • This should be dynamic based on “Today,” where “Today’ is DATEADD(‘year’,-1,TODAY())
    • You’re doing this to compensate Superstore only going through 2018
    • Make sure that your data doesn’t go further than “Today”
  • Create a menu section that has the following
    • A sparkline that colors older time, previous period, and current period
      • YTD goes back 2 years
      • QTD goes back 18 months
      • MTD goes back 120 days
  • Create contextual bar charts showing % of total based on filter selections
    • Ensure the dynamic titles update appropriately to say “All Segments” or “All Sub-Categories”
  • Create a BAN that represents the intersection of the selected filters
  • Match all formatting (and you’re in luck – no tooltips this week!)

Dataset

This week uses the superstore dataset for Tableau 2019.1.  You can get it here at data.world

Attribute

When you publish your solution on Tableau Public make sure to take the time and include a link to the original inspiration.

Share

After you finish your workout, share on Twitter using the hashtag #WorkoutWednesday2019 and tag @AnnUJackson@LukeStanke@lorna_eden, and @curtisharris_!

Track Your Progress

Also, don’t forget to track your progress using this Workout Wednesday form.

2019 Week 25: TCE Live – KPI Selections

This week we are live at TCE, and we are focusing on some new features.

Click to Interact

Requirements

    • Format: 800px by 800px
    • Create KPI stats which include Sales, Profit, Profit Ratio, Discount and Quantity for the latest year
    • Create a YoY change from the latest year to the previous year, with an up down arrow depending on the value
      • Try to keep this calculation flexible, try not to hard code the years in
    • Create a line chart, with the last 12 months highlighted in a different colour
      • Only show Min and Max values for each KPI on the line chart
    • Actions – Be able to select a KPI (Value or YoY) to change the chart to reflect that KPI over time.
    • Make sure you have include the instructions, but only when selected.
    • Match tooltips and formatting

 

Dataset

This week uses the EU superstore dataset for Tableau 2019.1.  You can get it here at data.world

Share

After you finish your workout, share on Twitter using the hashtag #WorkoutWednesday2019 and tag @AnnUJackson, @LukeStanke, @lorna_eden, and @curtisharris_!

Track your progress

Also, don’t forget to track your progress using this Workout Wednesday form.

Attribute

When you publish your solution on Tableau Public make sure to take the time and include a link to the original inspiration.


Hint

Highlight last 12 months

2019 Week 24: Can you build a side-by-side bar chart?

This week you need to build this side-by-side bar chart. There are a couple of tricks but you should be able to do this in under 30 minutes (for real!). There are at least 4 ways to solve this problem. There are also two problems an intermediate and an advanced.

Challenge – Intermediate


Click image to view on Tableau Public

Requirements – Intermediate

  • Format: 600px by 600px
  • Create side-by-side bar chart that shows:
    • profit ratio for the Home Office segment and category.
    • Overall Profit ratio for all segments by category.
    • Profit Ratio: sum(profit)/sum(sales)
  • Add a label for the Overall bar and the Home Office bar
  • Inside the Home Office bar show the percent difference between Home Office and Overall — ([Home Office] – [Overall])/[Overall]
  • Make sure a footer of the categories shows up at the bottom of the dashboard.
  • Color choices are up to you.
  • Challenge – Advanced


    Click image to view on Tableau Public

    Requirements

    • Follow all intermediate requirements.
    • Create bars so there is more space between categories.
    • No annotations allowed
    • SUPER DUPER WAYYYYYYY ADVANCED OPTIONAL: Do not use Measure Names or Measure Values. Do not use table calculations.
    • Dataset


      This week uses the superstore dataset for Tableau 2019.1.  You can get it here at data.world

      Share

      After you finish your workout, share on Twitter using the hashtag #WorkoutWednesday2019 and tag @AnnUJackson, @LukeStanke, @lorna_eden, and @curtisharris_!

      Track your progress

      Also, don’t forget to track your progress using this Workout Wednesday form.

      Attribute

      When you publish your solution on Tableau Public make sure to take the time and include a link to the original inspiration.


2019 Week 23: Can you get creative with bar charts?

What do you do when you have limited real estate? What do you do when vanilla Tableau just isn’t going to cut it? This week’s workout should be a quick exercise designed to give you a few strategies that save on real estate, enable simple interactivity, and promote consistent design throughout your dashboards. This one shouldn’t take you very long, but it should give you a chance to think a little outside the box!

Challenge

Click to view on Tableau Public

Requirements

  • Format: 375x667px
  • Create a bar chart which displays the sub-category label on top of its bar
  • Label all bars to the right of the maximum value in view
  • Create a parameter that changes the display from a percent of total view to a raw order count view
  • Create a progress shadow for every bar
    • Show progress to 100% or progress to the maximum value depending on the parameter selection
  • Only use one sheet
  • Match formatting and colors #222222, #181818, #f28e2b
  • Match tooltips
  • Make sure there is adequate padding from the edges of the dashboard

Dataset

This week uses the superstore dataset for Tableau 2018.3.  You can get it here at data.world

Share

After you finish your workout, share on Twitter using the hashtag #WorkoutWednesday2019 and tag @AnnUJackson, @LukeStanke, @lorna_eden, and @curtisharris_!

Track your progress

Also, don’t forget to track your progress using this Workout Wednesday form.

Attribute

When you publish your solution on Tableau Public make sure to take the time and include a link to the original inspiration.