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2019 Week 19 – Sales by State Analysis

This week we have a guest post from the one and only Andy Kriebel. Andy challenged us to something he created for the DataSchool Gym. What I like about this is it uses Set Actions and Table Calculations! Table Calculations are surely my nemisis.
So here goes…

 

Requirements

  • Dashboard size: 850 x 700; maximum of 4 sheets
  • Table Calcs only
  • Highlight the selected state
  • Note the note at the bottom of the viz.

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 @VizWizBiz @AnnUJackson@LukeStanke@lorna_eden, and @curtisharris_!

Track Your Progress

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

Week 17: Can you build an automated monthly report

A few weeks ago I had this problem: I needed to create a dynamic table that showed the last 12 full months of sales for a particular channel/category of the business but I also needed to show the month-over-month and year-over-year totals. I didn’t know how to do it right away so I asked the Workout Wednesday team and they responded with many solutions. So I changed this week to match that exact problem. I’m also including some information on financial reporting since I wasn’t familiar until recently. We’ll be calculating basis points. The basic formula is (%a -%b)*10000. Where a and b are just two percentages. This means 1 bps = 0.01% and 100 bps = 1.00%.

Challenge


Click image to view on Tableau Public

Requirements

Intermediate

  • Format: 1100px by 400px
  • Create a table that shows the following metrics for the last 12 full months by category:
    • Percent of total sales that are from the Consumer segment.
    • Month-over-month change in % Consumer sales using basis points (bps). (Current Month % – Prior Month %) * 10000
    • Year-over-year change in % Consumer sales using basis points (bps). (Current Month % – Same month prior year %) * 10000
  • Add a filter so that you can toggle dates. Note the months will only show when data is for a complete month of data.
  • Match formatting border and fill formatting.
  • ├ and └ will be useful.

    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 15: Tableau Stock Market – How does the stock compare to the overall average or a date selected value?

Sets, Glorious Sets. Was what I tweeted out earlier this week, as I was finishing off my IronViz entry for Europe! Sets and set actions are super powerful and there are so many use cases. This week we take a look at the Tableau Stock market, using the almighty SET ACTIONS, and obviously it includes VizInTooltips too! Enjoy!

Requirements

  • Dashboard size: 600 x 600
  • Create a chart that shows the High and Low stock boundaries per week
  • Show the Close value stock
  • Allow user to switch between comparing the Average Stock and a Date
  • Reference Lines
    • If Average Close is selected, use the average close value ONLY
    • If Date is selected
      • Add a reference line for the selected week
      • Have a reference line which shows the close value for that week
      • Any point on the chart will change the date reference line to compare above and below
      • If you select multiple points it will default to the max week in your selection
  • Colour close stock based on above or below the Average Close or Selected date Close
  • Headline stats showing the number of weeks above or below the Average Close or Selected date Close
  • Viz in Tooltip to show a zoomed in shot of the range between high and low, with reference to the closing value. Also add context to the whole data set.
  • Match all formatting

Dataset

This week uses the Tableau Stock Market from Yahoo, but I have made accessible via 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.