My published viz is here.Data visualisation is the graphical representation of information and data. Then create another instance, which sets the pMaxDate parameter instead, passing the Maximum Order Date Month.įinally, create a Filter Action which on Select of the bar chart, filters the trend chartĪnd with that, the challenge should be complete.
We need to add 3 actions to this dashboard – 2 parameter actions and 1 filter action.Ĭreate a parameter action which will on Select, set the pMinDate parameter by passing the Minimum Order Date Month, and will reset back to when unselected. Workbook from the menu, scroll down the Format dialog displayed on the right and set Gridlines to Offįinally, title both sheets appropriately, and then add to a dashboard. Using these dates, I then created a field to determine whether the month was within the min & max dates I then needed fields to store the relevant dates depending on whether a selection had been made or not I chose to use parameters to capture the min and max dates that the user selects on the dashboard.Īnd I also created pMaxDate exactly the same way. I flipped the columns and rows, so my starting point was as below. This created a tabular view of the data so I could work on getting the calculations I need for the filtering. To help with this, the first thing I did was to Duplicate as crosstab (right click on the chart tab). My next step at this point was to work on the filtering requirement. I adjusted the tooltip, made the chart dual axis and synchronised the axis, then removed Measure Names from the Colour shelf that had automatically been added. I then used the context menu on this pill to set a Quick Table Calculation of type Moving Average.īy default this sets the average to the 3-month rolling average as per the requirement. I then added another instance of Sales to the Rows shelf next to the existing one, changing the mark type of this instance to Line and setting the Colour to a darker blue at 100% opacity. I changed the mark type to Area, set the Colour to a blue, dropping the opacity to 50% in an attempt to match Sean’s colouring and adjusted the tooltip. I then added this to the Columns shelf as a continuous (green) exact date, and added Sales to the Rows shelf. The grain of the chart was at the month level, so I first created a specific field to store the Order Date at this particular level
Now I was ready to start building out the requirements. Unsure as to whether there was any auto save facility online, I decided to save the workbook pretty much immediately, although I was first prompted to navigate to the Data Source tab and create an Extract before I could save. When prompted I then chose to upload from computer, the data source file I’d downloaded, and once done I was presented with the online canvas to start building I saved this locally then logged into Tableau Public online and started the process to build a viz online, by clicking the Create a Viz (Beta) option. Most challenges use a version of Superstore Sales which I usually already have on my laptop, due to the multiple instances of Tableau Desktop installed, but this time, I had to get the data from data.world. It was Sean Miller’s turn this week to set the challenge, which had an added twist – to complete only using the web authoring feature in Tableau Public, something I’d never tried before.
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