![tableau report builder tableau report builder](https://www.jadeglobal.com/themes/custom/jade_subtheme/images/blog/tableau-2.png)
Ideally the direction of travel would only be one-way but I wasn’t experienced enough with Tableau to know if that is possible. I want to filter by clicking on each chart so we can journey through the data. This was also when I tried to connect the objects in terms of drill-down or filtering. Dragging and dropping each one in turn was ok, but resizing each one afterwards was a little clumsy, you can only resize in certain directions I found. Onto designing the dashboard with all of these elements.
#Tableau report builder code#
I managed to easily colour code all the visualisations to bring them together design-wise. I used a tree map lastly to show ‘product names’ by ‘quantity’ and ‘value’ (another calculated field). Most other tools I work in just have a rank button on the chart or menu. I had to create a ‘set’ with the top ten rule in it, then apply this as a filter.
#Tableau report builder how to#
This is the first stumble for me with Tableau as working out how to rank the customers was not intuitive. However there are hundred of customers overall so I wanted to limit it to just the top 10. I wanted a bar chart next, displaying ‘order amount’ by ‘customer name’. The calculated field was simple to do, as was colour coding the table cells to highlight values. My next visualisation was a table showing ‘product type’ by ‘order amount’ and a calculated field called ‘order count’. Adding a colour range to denote value was simple, as was deciding what to display as labels.
![tableau report builder tableau report builder](https://solutionsreview.com/business-intelligence/files/2020/12/oie_OYWNWzR4W6nu.jpg)
The map came together very easily and the colouring and text was clear.
![tableau report builder tableau report builder](https://docs.microsoft.com/en-us/sql/reporting-services/media/ssrs-tutorial-basic-table-report.png)
Wanting to use ‘order amount’ as my main measure I had to set a default currency format for it in the app – if I was using an SAP tool I might have this done in the universe. Tableau feels streets ahead of the old SAP Lumira though (and even the new Lumira Discovery). The design model for Tableau involves creating a visualisation per sheet then combining them onto a dashboard later – a bit like how SAP Lumira used to work. I was able to add a where-clause to one of the joins to make it filter to the USA only.Īs it brought the data into the app it correctly identified dates, numbers and geographical columns (though not 100% - I had to indicate that the Region column equated to ‘state’ level). Let’s see if I was right.Ĭonnecting to the Access database was very easy and the tool easily joined the tables together. My preconception of Tableau was that it was great at visuals but lacked in data-modelling and depth of analysis. My first impressions were that it looked slick and well-laid out, not too busy. Prior to this I had spent a grand total of 2 hours with the product messing about, and about the same again watching YouTube tutorials. I think you’ll agree it’s a comprehensive document with everything a report builder needs to know. I started with this requirements document: I only wanted to give myself a short time on each so I didn’t spend ages sorting out formatting and titles on the dashboards. As SAC can’t connect to Access I had to cheat a little bit and use a CSV exported from Tableau – though we’ll see that didn’t really help me anyway. I used the same data for Tableau Public and Power BI – an Access database for the Xtreme Mountain-Bike Company (Crystal Reports fans will know what I’m talking about).
![tableau report builder tableau report builder](https://aaronwinters.com/wp-content/uploads/2018/08/TableauSalesforceDataSource-1024x558.png)
#Tableau report builder download#
I used Tableau Public, the free download of Power BI desktop (with my Office 365 account it is free at least) and our SAP Analytics Cloud environment. I’ve only very recently picked up Tableau as a dashboarding tool and thought I would learn more about it by trying to create the same dashboard in three of the main visualisation apps available today.