Thank you Andy. This video took me the longest to understand and be able to implement all of the techniques you have used. Of note are the ‘Month name’ and the ‘empty dates’ - absolute genius. I’m now able to use the FULL YEAR calendar with a MONTH widget to really powerful effect. 😊
Great tutorial, thanks. Two things, 1) For anyone else trying to do this with a count of the rows of your data/table based on appointments/sessions/visits dates, you may run into the issue where days with 0 still show as having 1 count as it is counting the day from the scaffolding data. You cannot just modify the calculated statement by subtracting by 1 because days that DO have at least 1 count are counted accurately (ie it does not add 1 from the scaffolding sheet). To get around this I did two things (not sure which one worked or if you need to do both, so listing them both here): first I changed the way the data was connected from an actual join to just a relationship (many to many), and second I changed the calculated statement to create the white squares to as follows: IF COUNT([TableName]) = 0 THEN -1 ELSE COUNT([TableName]) END 2) As others have mentioned, this viz does not work well with any filters applied. Has anyone found a good workaround for this?
What a timely video. Yesterday I was making a hourly heat map and was thinking it would be better if I had an easier way to create a daily heat map just like yours. Going to try this now.
Hi Andy, Always adding value to the Community with your awesome videos. Thanks. Quick question, i added a filter (Customer ID) on the filter pane (if you select a customer, it returns the sum of sales of that customers for the calendar year), However , when i select a customer ID, the calendar readjust (Not maintaining the original orientation). How do i keep the calendar fixed, while selecting different customers. Thanks again for the awesome videos. 👏
Hi Andy, Your video is exactly what I needed. Thank you for creating this video! I used your video to create a monthly outlook style calendar. Calendar should display an action on a cell that action due date mathes the day. I put the date and action on the text mark. It works perfectly except when there are multiple actions on the same day, it repeats the day for each action. For example if there are 3 actions on the 20th of the month, Tableau displays as "20 Action 1", "20 Action 2", "20 Action 3". I am trying to display all actions for that day but display the day value only once. Is there a way to do that on a Tableau calendar view? Thanks again!
Hi Andy, When other dimension filter selections are applied, the calendar skews showing only those days which have metric values. Can this be avoided so that the full calendar continues to show despite the selections ?
Thank you Andy for this magnificent tip, quick question; when I am using any filter or parameter, the calendar shows the related period, not the full-year view, how can I include filters/parameters to the calendar view?
This is super useful. Thank you. I am trying to solve a small issue. When the metric is null, the cell color is white. But when the metric value is 0, the cell color shows up gray. I want the cell color to be zero for nulls as well as for zeros
Hi Andy, this was so cool, and I am using the structure today! I have one sticking point, maybe you can help I am using the Heat Map in a dashboard contain with a cross-tab sheet with several data columns (not the date scaffold but the data connected to it) in it If I set the cross-tab sheet to filter and select any column cell the heat map responds as it I would expect (showing only the days applicable to the cell I selected) My problem, if I select a data on the heat map my cross-tab goes blank, nothing shown - what I expect was the map would filter the cross-tab and show only items relative to that date. Any help correct my error would be most helpful and appreciated. Thanks Zach
Andy: This is very useful. I found that using the calc "Order Date Week Offset" as you show it in the video meant that in some months of a single year returned wk 0 for the first day of the month and other months wk 1. And this meant that the 1st week of each month didn't always align visually for all the months. So I modified the calc making the Fixed LoD portion to the level of Year & Month dateparts rather than Month datepart alone. See below. Did I miss something in your video that otherwise accounts for the issue I discovered? BES (aka pc v ga) As shown: DATEPART('week', [Order Date]) - { FIXED DATEPART('month', [Order Date]) : MIN(DATEPART('week', [Order Date]) ) } How I modified it: DATEPART('week', [Order Date]) - { FIXED DATEPART('year', [Order Date]), DATEPART('month', [Order Date]) : MIN(DATEPART('week', [Order Date]) ) }
Hi Andy, is there a way to show the pure calendar? we have a team at work that would like to show their teams shared calendar on a large monitor or TV so the week’s tasks and assignments are visible in their common area huddle space throughout the day. The screen will be vertical, and we would like to show the current month, next month, and the month after next month only, and be able to add/edit on the specific day block on the calendar. Is that possible to do in Tableau? Thanks
I was able to recreate the calendar heat map but am struggling when I add filters - similar to if you would add a department filter to the sales heat map, when I select a value from the filter it distorts the heat map. I understand this is happening because when you add a filter it is no longer pulling in every date from the full outer join - any ideas how to work around this? I would like the calendar to remain unchanged when using the filter except for the color on the date.
Hello, thank you for this! Is it possible to add 2 text objects in the worksheet with different alignments and font sizes? I would like to add text in the calendar to have both the sales of the day and the number of the date
Hi Andy and thanks for the video. Question : If I add a filter Country/Region set as United States, some days doesn't show up anymore. Any idea to bypass this ?
Hi Andy, this is awesome - thanks so much. I am using something I learned in another one of your videos, using a parameter to allow the user to dynamically select which measure they want to see using a calculated field in the view, with Quantity = 1, Sales = 2, and Profit = 3. The Adjusted Sales (or in my case, Adjusted - Measure Selection) works fine when the parameter is Quantity or Sales, since they don't have negative values. But for profit the Adjusted Measure calculation throws off the heatmap diverging colors because -1 is set to grey, so it just makes the days without Profit metrics a sea of greys that blend with the non-profitable days instead of a nice negative diverging color scale and white for the days without profit. Any ideas for a workaround?
Hi I am facing a little challenge. When I try to use the Calendar as a filter, the contents on other containers do not show up. However, upon checking, the contents come back. Grateful for your direction.
Fantastic tutorial! What if you wanted to use a date Range as a filter. So that you dates can span across a two years. E.g. Oct 2022 - Feb 2023? Ive tried it and it doesnt seem to put the dates in a sequential order. It always starts the calendar with January on top. Any ideas how to fix this? So that it shows Oct -22, Nov-22, Dec-22, Jan-23, Feb-23 in correct order. Thanks in advance!
@@comeonforfs does this handle FY scenarios? and adding the year(date), is it in addition to the quarter(Date) and Week Offest in the row? Thanks @vizwiz
Hi Andy, an awesome video & I learnt so much from it. I have a question. but not sure it is relevant to this video. How to I joint a primary data source of a SQL stored procedure to the scaffold excel spreadsheet? as Tableau does not let me joint stored procedure with another data source. I attempt to blend them, but it does not work as expected. Any comments would be much appreciated. Many thanks, Andy.
So, I'm using the superstore dataset directly from Tableau public website, and the order dates only go to 2017. I looked at your link but don't see where to download the updated dataset.
I actually joined the two datasets as full outer by creating a calculated field in each of the data set as 1 and joined the both on that calculated field having nothing but 1, so I guess it kind of or did union so the size increased
Thank you Andy. This video took me the longest to understand and be able to implement all of the techniques you have used. Of note are the ‘Month name’ and the ‘empty dates’ - absolute genius. I’m now able to use the FULL YEAR calendar with a MONTH widget to really powerful effect. 😊
Amazing! I’m glad it was helpful.
Great tutorial, thanks. Two things,
1) For anyone else trying to do this with a count of the rows of your data/table based on appointments/sessions/visits dates, you may run into the issue where days with 0 still show as having 1 count as it is counting the day from the scaffolding data. You cannot just modify the calculated statement by subtracting by 1 because days that DO have at least 1 count are counted accurately (ie it does not add 1 from the scaffolding sheet). To get around this I did two things (not sure which one worked or if you need to do both, so listing them both here): first I changed the way the data was connected from an actual join to just a relationship (many to many), and second I changed the calculated statement to create the white squares to as follows:
IF COUNT([TableName]) = 0
THEN -1
ELSE COUNT([TableName])
END
2) As others have mentioned, this viz does not work well with any filters applied. Has anyone found a good workaround for this?
"I hope you find this tip useful"
Dude... this is not a tip, this is a masterclass
Thanks for that!
What a timely video. Yesterday I was making a hourly heat map and was thinking it would be better if I had an easier way to create a daily heat map just like yours. Going to try this now.
Hi Andy, Always adding value to the Community with your awesome videos. Thanks. Quick question, i added a filter (Customer ID) on the filter pane (if you select a customer, it returns the sum of sales of that customers for the calendar year), However , when i select a customer ID, the calendar readjust (Not maintaining the original orientation). How do i keep the calendar fixed, while selecting different customers. Thanks again for the awesome videos. 👏
This was "Boss''! Absolutely mind blowing..
Perfect! I love it when I find the exact video tutorial I am looking for. Thanks for putting this together!
Thank you so much for this video. I was able to create a proportional circle and a density circle calendar map based off of your idea.
Great job!
OHHHHH ANDY U ARE SOOOOOOOOOOOOOOOOOOOOOOOOOOO INCREDIBLE , ITS SO HELPFUL ND I FOLLOW EVERY STEPS U TAKE ,THANKS SO MUCH ND GOG BLESS
You are an inspiration ! I have just started learning tableau
Wonderful!
Love this! Gong to use this to visualize our Hubspot Deals. Thanks!
You’re welcome 👍🏻
Thanks, this is very creative! I always get good ideas from your videos. Much appreciated!
👍🏻👍🏻
Hello Andy, what a nice videos!. They are so easy to understand, congratulations.
Thank you!
Hi Andy,
Your video is exactly what I needed. Thank you for creating this video!
I used your video to create a monthly outlook style calendar. Calendar should display an action on a cell that action due date mathes the day. I put the date and action on the text mark. It works perfectly except when there are multiple actions on the same day, it repeats the day for each action. For example if there are 3 actions on the 20th of the month, Tableau displays as "20 Action 1", "20 Action 2", "20 Action 3". I am trying to display all actions for that day but display the day value only once. Is there a way to do that on a Tableau calendar view? Thanks again!
Thanks a lot for the tutorial.
This is simply awesome! Thanks!
Glad you like it!
Brilliant, as always..!
Thank you! Cheers!
Thanks Andy this was wonderful.
Glad you enjoyed it
Looking amazing... thanks for sharing this
Thanks for watching!
This is amazing. Thank you for sharing!
Glad you enjoyed it!
Hi Andy, When other dimension filter selections are applied, the calendar skews showing only those days which have metric values. Can this be avoided so that the full calendar continues to show despite the selections ?
This is so amazing. Thanks for uploading, very helpful.
You're very welcome!
Thank you Andy for this magnificent tip, quick question; when I am using any filter or parameter, the calendar shows the related period, not the full-year view, how can I include filters/parameters to the calendar view?
Absolute legend!
Thanks!
This is super useful. Thank you. I am trying to solve a small issue. When the metric is null, the cell color is white. But when the metric value is 0, the cell color shows up gray. I want the cell color to be zero for nulls as well as for zeros
Hi Andy, this was so cool, and I am using the structure today!
I have one sticking point, maybe you can help
I am using the Heat Map in a dashboard contain with a cross-tab sheet with several data columns (not the date scaffold but the data connected to it) in it
If I set the cross-tab sheet to filter and select any column cell the heat map responds as it I would expect (showing only the days applicable to the cell I selected)
My problem, if I select a data on the heat map my cross-tab goes blank, nothing shown - what I expect was the map would filter the cross-tab and show only items relative to that date.
Any help correct my error would be most helpful and appreciated.
Thanks
Zach
Andy: This is very useful. I found that using the calc "Order Date Week Offset" as you show it in the video meant that in some months of a single year returned wk 0 for the first day of the month and other months wk 1. And this meant that the 1st week of each month didn't always align visually for all the months.
So I modified the calc making the Fixed LoD portion to the level of Year & Month dateparts rather than Month datepart alone. See below.
Did I miss something in your video that otherwise accounts for the issue I discovered?
BES (aka pc v ga)
As shown:
DATEPART('week', [Order Date])
- { FIXED DATEPART('month', [Order Date]) : MIN(DATEPART('week', [Order Date]) ) }
How I modified it:
DATEPART('week', [Order Date])
- { FIXED DATEPART('year', [Order Date]), DATEPART('month', [Order Date]) : MIN(DATEPART('week', [Order Date]) ) }
I have been using scaffolding for awhile now thank you I now know the terminology of it. How can I apply this concept in the transportation industry?
It's industry agnostic for sure.
Hi Andy, is there a way to show the pure calendar? we have a team at work that would like to show their teams shared calendar on a large monitor or TV so the week’s tasks and assignments are visible in their common area huddle space throughout the day. The screen will be vertical, and we would like to show the current month, next month, and the month after next month only, and be able to add/edit on the specific day block on the calendar.
Is that possible to do in Tableau? Thanks
I was able to recreate the calendar heat map but am struggling when I add filters - similar to if you would add a department filter to the sales heat map, when I select a value from the filter it distorts the heat map. I understand this is happening because when you add a filter it is no longer pulling in every date from the full outer join - any ideas how to work around this? I would like the calendar to remain unchanged when using the filter except for the color on the date.
Hello, thank you for this! Is it possible to add 2 text objects in the worksheet with different alignments and font sizes? I would like to add text in the calendar to have both the sales of the day and the number of the date
Great! There's a way to have Sunday as first day of the week?
Right click on your data source, go to date properties, change the start of the week.
Hi Andy and thanks for the video. Question : If I add a filter Country/Region set as United States, some days doesn't show up anymore. Any idea to bypass this ?
When I add sum of sales to the color, it still shows me one color. What am I doing wrong?
Hi Andy, this is awesome - thanks so much. I am using something I learned in another one of your videos, using a parameter to allow the user to dynamically select which measure they want to see using a calculated field in the view, with Quantity = 1, Sales = 2, and Profit = 3. The Adjusted Sales (or in my case, Adjusted - Measure Selection) works fine when the parameter is Quantity or Sales, since they don't have negative values. But for profit the Adjusted Measure calculation throws off the heatmap diverging colors because -1 is set to grey, so it just makes the days without Profit metrics a sea of greys that blend with the non-profitable days instead of a nice negative diverging color scale and white for the days without profit. Any ideas for a workaround?
Use a diverging palette and set the center to 0.
Hi I am facing a little challenge. When I try to use the Calendar as a filter, the contents on other containers do not show up. However, upon checking, the contents come back. Grateful for your direction.
did you find a workaround to this?
Fantastic tutorial!
What if you wanted to use a date Range as a filter. So that you dates can span across a two years. E.g. Oct 2022 - Feb 2023?
Ive tried it and it doesnt seem to put the dates in a sequential order. It always starts the calendar with January on top.
Any ideas how to fix this? So that it shows Oct -22, Nov-22, Dec-22, Jan-23, Feb-23 in correct order.
Thanks in advance!
I think I resolved it easily by adding a Year(date) dimenions in the row shelf!
Exactly what I was going to recommend. Good job!
@@comeonforfs does this handle FY scenarios? and adding the year(date), is it in addition to the quarter(Date) and Week Offest in the row? Thanks @vizwiz
Hi Andy, an awesome video & I learnt so much from it. I have a question. but not sure it is relevant to this video. How to I joint a primary data source of a SQL stored procedure to the scaffold excel spreadsheet? as Tableau does not let me joint stored procedure with another data source. I attempt to blend them, but it does not work as expected. Any comments would be much appreciated. Many thanks, Andy.
Instead of a stored procedure, how about creating a view in SQL?
Thank you very much, Andy. I will have a try. Many thanks again for a precise, easy to follow and well informed instruction video. 😊
@@ducquach6580 my pleasure. 👍🏻
Great video. Any one any idea how i can do this in Google Data studio
No idea, sorry
So, I'm using the superstore dataset directly from Tableau public website, and the order dates only go to 2017. I looked at your link but don't see where to download the updated dataset.
Here's a copy - 1drv.ms/x/s!AhZVJtXF2-tDgYZeRRzJlz30XxSibw?e=jpNJ0J
@@vizwiz Awesome, thank you.
How can I synchronized dashboard with calendar?
I don’t understand your question.
How can i change format of months? i want they be bigger, but not dates
Right click on the field you want to change and choose format.
How use calendas as filter?
Once the sheet is on the dashboard, click on the filter icon on the upper right of the sheet.
How to download this workbook sir?🤔
The link is in the description. Did I forget to say that in the video?
But don't you think this scaffolding technique gonna be irrelevant when we have a large dataset
Why would that matter? You're only adding a single column and only rows where the dates don't exist.
I actually joined the two datasets as full outer by creating a calculated field in each of the data set as 1 and joined the both on that calculated field having nothing but 1, so I guess it kind of or did union so the size increased