This section covers how to generate different types of analyses in Tableau. For example, how to do your own projections and forecasts (a lot of that material comes from Tableau v7 and earlier), some cohort analysis, etc.

Be sure to check out the following sources of material on the Tableau Community:

Projections

Forecasting, Run Rate and Projected Visits:

http://community.tableausoftware.com/thread/116355

projections – iterative over months, messy
http://community.tableausoftware.com/message/178156
file is: Projection Sample jtd edit.twbx

projections – easy linear trend
http://community.tableausoftware.com/thread/117629
file is: Forecast jtd edit.twbx

Another projections thread:
http://community.tableausoftware.com/thread/111437

BYO Optimal Trend Line using table calcs

http://community.tableausoftware.com/message/180906#180906
workbook is Optimal Trend Line.twbx

Duplicate data to do funky action filter where the filtered data still shows difference from current to previous
http://community.tableausoftware.com/message/174252#174252

Comparing dimensions

Also check out Sets, lots of possibilities there.

Comparing different dimensions (surveys, etc.)
http://kb.tableausoftware.com/articles/knowledgebase/calculating-percent-difference-across-dimensions-60

comparing items via table calc across columns:
http://kb.tableausoftware.com/articles/knowledgebase/comparing-items

Each against every other
http://drawingwithnumbers.artisart.org/comparing-each-against-each-other-the-no-sql-cross-product/

Find complementary products- if customer purchased X, see what else the purchased

http://community.tableausoftware.com/message/171706#171706\

Compare one against the rest

http://kb.tableausoftware.com/articles/knowledgebase/comparing-items

http://interworks.co.uk/andy-cotgreave/us-v-the-rest/

One vs. all other

Correlation Matrix by Bora Beran

compare given period (quarter, month, year, etc.) to the same period some time ago (year or previous)

http://community.tableausoftware.com/thread/112972
workbook is date_level_over_year_ago_or_prev.twbx

Benford’s Rule

http://community.tableausoftware.com/thread/118570
http://en.wikipedia.org/wiki/Benfords_law

Create monthly calendar
http://vizwiz.blogspot.com/2012/05/creating-interactive-monthly-calendar.html
https://www.interworks.com/blogs/dwyers/2012/05/22/creating-calendar-views-tableau

Quantiles

Big post on percentiles with Tableau:
http://www.equinox.co.nz/blog/Lists/Posts/Post.aspx?ID=160

From http://community.tableausoftware.com/thread/113243 by Richard Leeke:

[A] is the measure
[p] is the quantile, e.g. .25 for 25^th, etc.
Set compute using to [A], may need to use and advanced compute to order along the desired field.

Return only one value:

// Only calculate for first row of the partition, otherwise return NULL
IF (FIRST()==0) THEN
// p = 0 => minimum, and we are on the first row, so we just want the current value   
    IF ([p] == 0) THEN   
        ATTR([A])   
    // p = 1 => maximum, so lookup the last row   
    ELSEIF ([p] == 1) THEN   
        LOOKUP(ATTR([A]), LAST())   
    // otherwise select the appropriate value   
    ELSE   
        // The WINDOW_MIN() finds the lowest value at or beyond the required quantile.
        WINDOW_MIN(
            // required quantile is at the mid-point between two values, so take the average
            IF [p] * TOTAL(SUM([Number of Records])) = RUNNING_SUM(SUM([Number of Records])) THEN
                (ATTR([A]) + LOOKUP(ATTR([A]), 1)) / 2
            // row is beyond required quantile
            ELSEIF [p] * TOTAL(SUM([Number of Records])) < RUNNING_SUM(SUM([Number of Records])) THEN
                ATTR([A])
            ELSE
                NULL
            END,
            0,
            IIF(FIRST()==0, LAST(), 0)
        )
END

Return same value for all rows, not including 0^th or 100^th percentile:

PREVIOUS_VALUE(   
    IF (FIRST()==0) THEN   
        IF ([p] == 0) THEN   
            ATTR([A])   
        ELSEIF ([p] == 1) THEN   
            LOOKUP(ATTR([A]), LAST())   
        ELSE   
            WINDOW_MIN(   
                IF [p] * TOTAL(SUM([Number of Records])) = RUNNING_SUM(SUM([Number of Records])) THEN   
                    (ATTR([A]) + LOOKUP(ATTR([A]), 1)) / 2   
                ELSEIF [p] * TOTAL(SUM([Number of Records])) < RUNNING_SUM(SUM([Number of Records])) THEN   
                    ATTR([A])   
                ELSE   
                    NULL   
                END,   
                0,   
                IIF(FIRST()==0, LAST(), 0)   
            )   
        END
    END
)

Return same value for all rows, including 0^th and 100^th percentile:

PREVIOUS_VALUE(   
    IF (FIRST()==0) THEN   
        IF ([p] == 0) THEN   
            ATTR([A])   
        ELSEIF ([p] == 1) THEN   
            LOOKUP(ATTR([A]), LAST())   
        ELSE   
            WINDOW_MIN(   
                IF [p] * TOTAL(SUM([Number of Records])) = RUNNING_SUM(SUM([Number of Records])) THEN   
                    (ATTR([A]) + LOOKUP(ATTR([A]), 1)) / 2   
                ELSEIF [p] * TOTAL(SUM([Number of Records])) < RUNNING_SUM(SUM([Number of Records])) THEN   
                    ATTR([A])   
                ELSE   
                    NULL   
                END,   
                0,   
                IIF(FIRST()==0, LAST(), 0)   
            )   
        END
    END
)

Find people who also belong to dimension X
http://community.tableausoftware.com/thread/114620

Concatenating a field from multiple rows into one field using PREVIOUS_VALUE

Richard Leeke version:
http://community.tableausoftware.com/message/180164#180164

Alex Kerin version:
http://community.tableausoftware.com/thread/118259

find difference between dates, counting weekdays, counting work days
http://community.tableausoftware.com/thread/118000
http://community.tableausoftware.com/thread/104481
Also having a separate table that identifies working days/holidays and then joining to that

Dynamic anchor date with a relative date filter
http://voyrapido.tumblr.com/post/22763424744/creating-a-dynamic-anchor-date-with-a-relative-date

Stephen Few’s bandlines in Tableau
http://community.tableausoftware.com/message/198511

For surveys, see Chart Types.

[loop category=”wikicontent” tag=”analyses,forecasting,projection,percentiles,rank,cohort-analysis”]
[field title] – Added [field date]
[content]
[/loop]

[field title-link][field thumbnail-link]

[/loop]

Drawing with Numbers

Thoughts on data visualization and Tableau

Tag Archives: analyses

weighted median (old post)

early thread on jittering by Alan Eldridge

Net present value calculation

Test page

Related posts:

Analyses