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Posts Tagged ‘DataBlending’

Tableau 6 Data Blending With Dates

May 10th, 2012 10 comments

I’ve just had a frustrating hour trying to work out why my attempts to blend data between an Excel file and a data extract wasn’t working. I was trying to blend on 2 fields – a text field called Metric, with the same field name in both datasets, and a date field called Date in the spreadsheet and InvoiceDate in the extract.

Tableau was clever enough to join the Metric fields automatically but I had problems joining the Date fields. I thought it would be a simple telling Tableau to join where Date = InvoiceDate but unfortunately there were a few more steps involved. Read more…

Tableau Create Bins from a Measure Calculated Field- pt 2

August 17th, 2011 No comments

(If using Tableau 9+ check this updated article on using LOD calculations to create bins from a measure.)

This post is a continuation of a previous article showing how to create bins from a measure introducing a situation where data blending is a solution. Credit to Richard Leeke for supplying the solution.

In the previous article we created bins from a calculated field and discovered that when we use these bins they can re-calculate and give us results that we were not expecting. To recap I had some data showing an enquiry count per listing per month. I want to sum these enquiries for each listing to put each listing into a bin dependent on the total number of enquiries it had received over the time period. Read more…

Tableau Create Bins from a Measure Calculated Field- pt 1

August 9th, 2011 2 comments

This post about how to create bins from a measure in Tableau was originally written in the days of Tableau 7. Now things have evolved and it is far more straightforward, the updated article on using LOD calculations to create bins from a measure is here.

For this post I have to give a huge thanks to Richard Leeke who found the ‘Tableau only’ solution (as opposed to pre calculating the data) for this problem. As a quick overview for what I was trying to do using Tableau, I wanted to create a calculated field of which the result would be used to create bins. The calculated field is a measure, not a dimension, but the same rules apply.

The post is quite long and complex hence it’s broken up into multiple parts – the solution using data blending will be detailed in the next post, creating bins from a calculated field.

The test data has 3 columns: Month, ListingID and EnquiryCount – in other words it showed the enquiry count per listing per month. I wanted to calculate enquiries per listing over the entire time period and use the result of this calculation for the bins.  The sum of these enquiries for each listing id defines which group they belong to – i.e. 1 – 10, 11 – 20, etc. In other words if ListingId 1 had an EnquiryCount of 10 in Month 1, 2 in Month 2 and 8 in Month 3, ListingId 1 received 20 enquiries in total so would be in the bin 11-20. Once I know which bin each listing belongs to I want to see for each group what % of total enquiries came in month 1, month 2 and month 3. For ListingId 1 50% of enquiries were received in Month 1, 10% in Month 2 and 40% in Month 3. Read more…