Tableau 7 day moving average calculated field

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Tableau 7 day moving average calculated field

So are we calculating the trend of moving average? If so, shouldn¡¯t we compare using the same time range? For example, to decide the trend of moving average of past 3 days, we compare the 3-day average of 6/5 to 6/7 and the 3-day average of 6/4 to 6/6? In this tutorial, I'd like to explain how to use the FIXED LOD

calculation in Tableau to compare a company's past performance with a monthly average. To start with the analysis, we import a diverse data source that dates back at least four years into Tableau. To prevent further conflicts, we use a well formatted data source. If your data source isn't formatted correctly, you might

want to use Tableau Prep to clean it up before we start. Now we can get started. Add the order date on row and collumn and drag sales on "Text". Make sure that one order date is set to the years, while the other one is set to months. Once that is done, you should be able to see the exact monthly values of your data

source. To calculate the monthly average of those four years, you need to activate the Grand Total in Tableau. For this select the tab "Analysis" and make your selection in "Totals". After that, switch the Grand Total to average. Now you can get started with your first FIXED LOD to visualize monthly sales in relation to the

average monthly performance. Create a field with the following FIXED calculation: { FIXED DATEPART('month', [Order Date]) : AVG( { FIXED DATEPART('year', [Order Date]), DATEPART('month', [Order Date]) : SUM([Sales])})} For the fields that include "DATEPART", you can drag and drop the dimensions that you

already added to the column and row right into the calculation. It is important that you pay special attention to the parentheses here, which can be easily confused at the end of the calculation. You can then add this value to your table to calculate the difference to the monthly average for each month. For that you'll also

need to create another calculated field. Insert the following calculation: SUM([Sales])/SUM([Month avg sales]) This basically tells Tableau to divide your sales by the monthly average. That way you'll get to see the variance. After that, change the formatting by right-clicking on the calculated field. Select the percentage

here and set the decimal places to 1. To make the differences to the monthly average clear, you should remove all fields from the worksheet, except for the calculated field that shows the variance and the order data. To visualize the percentages, you can add the calculated value to the tabs "Rows" or "Columns". The

following visualization is quite interesting: But you can still not really interpret the differences in monthly performance. To change this issue, just drag the "Year" field to Color. Then Tableau should compare the months with each other. A legend on the page gives information about the graphs. To improve the readability of

the individual values, you should set up a mean value at 100%. This would be advantageous in order to better analyze the individual graphs in their deviation from the average. For this, just create another calculated field and fill it with the following calculation: [% monthly avg]-1 Tableau now just needs to know that you

want to display a percentage. Therefore, you need change the format of the calculated field with a right-click and set the decimal places to 1. Add the calculated field to your worksheet, move it into the sector "Columns" and Tableau will show two graphs. The first graph displays the monthly average. Your second graph

represents the difference to the monthly average of each month. The visualizations of individual data can also be changed in the "Tooltip" section in Tableau. This is the final result for the monthly FIXED LOD calculation in Tableau. In this sample VIZ you can see that the year 2018 is one of the most consistent. It is also

the year with the most turnover of the last four years. Especially the January was significantly stronger than the last four years results and seems to have laid the foundation for a successful year. Are you interested in starting a custom Tableau project? Sign up and get started! Not sure how data analysis with Tableau can

help your business? Hop on a free consultation call with one of our experts! Just pick a slot in our schedule, we'll be happy to assist you. The #WOW2020 week 31 challenge was combined with a #PreppinData challenge and launched at a virtual live event. I was fortunate enough to be able to join this event for the first

hour and had the pleasure of meeting up with some #WOW regulars Sean Miller, Kyle Yetter & Tim Beard, along with #WOW challenge setter Lorna Brown, and #PreppinData setters, Jenny Martin and Tom Prowse. I was gutted I couldn¡¯t stay on for the whole session, but work commitments got in the way ¨C bah! I did

complete the #PreppinData challenge first, and the last time the team ran a combined event, I did blog on how I built both challenges, but I¡¯m struggling for time, and the #WOW has got a fair bit going on, so I¡¯m afraid the Prep challenge won¡¯t make the cut this time ¨C sorry #Preppers! So onto the #WOW challenge. Part

of this challenge was to utilise the new Relationships feature in 2020.2, so you need to be on this version to follow along. Creating the data source If you¡¯d completed the #PreppinData challenge, you could use your own outputs as the inputs for #WOW challenge. I did that initially, but as I was building I had a few minor

discrepancies from the solution, so chose to replace my data sources with the hyper files that are referenced in the Prep challenge, these being Host Countries ¨C 1 row per Olympic Host City (and Country) per Year since 1896 to 2016Country Medals ¨C 1 row per Country attending the Olympics per Year, summarising the

number of Bronze, Silver and Gold medals won by that country.Medalists ¨C For every Country, for every Year, there is 1 row per Athlete who won a Medal including the type of Medal (Bronze, Silver, Gold). In Tableau Desktop, connect to the Host Countries hyper file and drag the ¡®table¡¯ named Extract into the data

source pane. If you right click on the table, you can the rename it ¨C I chose Host. Then Add a connection to the Country Medals hyper file, and again drag the ¡®table¡¯ named Extract into the data source pane so it connects to the Host table. Set the relationship to be on Year. I renamed the ¡®table¡¯ again to be Medals. Now

add another connection to the Medalists hyper file, and drag the ¡®table¡¯ named Extract to connect to the Medals table, this time setting the relationship both on Country and Year. I renamed the ¡®table¡¯ again to be Medalists. Building the Bump Chart As with many challenges, if I can, I build the data I need into a table to

start with, so I can check my calculations, so lets get the basics Note ¨C depending on the order you connected your tables in the data source, some field names that exist in multiple tables will be suffixed with fieldname (Extract x). I won¡¯t refer to the Extract part, but will reference fields I use in this blog by prefixing with

the table name instead. Drag out Host.Year, Host.Host Country, Medals.Country to Rows. Lets show the number of medals of each type each country won, so we can use this to sense check some calculations later : put Medals.Gold, Medals.Silver, Medals.Bronze into the table The bump chart we need to build is ranked

based on the score of each country which in turn is determined by giving 3 points for each gold medal, 2 for a silver and 1 for a bronze, so we need a calculated field Score IFNULL(SUM([Bronze]),0) + (IFNULL(SUM([Silver]),0) * 2) + (IFNULL(SUM([Gold]),0) * 3) We need to rank this score, and I¡¯m going to have a

calculated field to store this explicitly Rank Score RANK_UNIQUE([Score]) Add these 2 fields to the table, and adjust the table calculation of Rank Score so all fields except Year are ticked Now we could start building out the bump chart now, and I did when I was creating this and would then flit back and forth between

doing something on the chart and checking new calcs. However, to keep the blog a bit easier, we¡¯ll continue building out the table. So first up, we need another rank field. When building out the bump chart initially, I was doing all sorts of things to show the Top 10 only, but whatever I did, I couldn¡¯t stop the lines from

joining up between countries when they didn¡¯t exist in consecutive years eg Greece is 1st in 1896, but doesn¡¯t appear in the Top 10 again until 1904. As 1900 was missed, the lines shouldn¡¯t join, but mine were. I was faffing over this for some time, so eventually caved and checked out Lorna¡¯s solution. She¡¯d resolved

this simply with Top 10 Rank Only IF [Rank Score] < 11 THEN [Rank Score] ELSE NULL END ie only show the rank if its in the Top 10. Simples really! Add this onto the table and check the table calculation setting is as previously. So for the bones of the bump chart we have the two fields we¡¯re going to plot against ¨C

Year and Top 10 Rank Only, but before we do that, let¡¯s get the fields we need that are displayed on the tooltip. # Countries Per Year {FIXED [Year] : COUNT([Medals])} This will give us the number of countries that participated in each year. The COUNT([Medals]) comes from dragging the Medals(Count) that is

automatically generated as part of the Medals table into the calculated field dialog- in the new Relationships model, this Count field against each table is essentially the equivalent of Number of Records. # Medals IFNULL(SUM([Bronze]),0) + IFNULL(SUM([Silver]),0) + IFNULL(SUM([Gold]),0) A simple tally of the total

number of medals won by each country. Is Host? [Host Country]=[Country (Extract2)] where this is checking Host.Host Country against Medals.Country and returns true if they match. Hosted | Participated IF [Is Host?] THEN ¡®hosted¡¯ ELSE ¡®participated¡¯ END The text on the tooltip differs slightly dependent on whether the

country hosted or not. COLOUR: Country IF [Is Host?] THEN [Host Country] END The stars on the bump chart need to be coloured based on country, but we don¡¯t want the circles coloured too, so this field is necessary. Let¡¯s get all these into our table¡­ you¡¯ll notice (or you may not), but adding some of these fields

causes the Rank Score & Top 10 Rank Only to change, so readjust the tableau calculation so only Year remains unchecked. Now we have everything to build the core bump chart. Add Host.Year to Columns, Medals.Country to Detail and then add Top 10 Rank Only on Rows. Change the Mark Type to a Line, and verify

the table calculation on the Top 10 Rank Only is set to compute by Country only. Edit the Top 10 Rank Only axis and set the scale to be reversed Change the Colour to grey and make the Size smaller. Then add another instance of Top 10 Rank Only to site alongside the existing one on the Rows.(I tend to click on the

existing pill, hold down ctrl and then drag ¨C this will create a duplicate instance and will retain the table calculation settings). Now make the chart dual axis & synchronise the axis. Change the mark type of the second axis to be a shape, and add Is Host? to the Shape shelf. Adjust so that false is a filled circle and true is a

filled star. Also add Is Host? to the Size shelf on this marks card, and adjust the sizes so true is bigger than false. At this point you will need to adjust the table calculation of the 2nd Top 10 Rank Only pill, to compute by both Country and Is Host?. Add COLOUR: Country to the Colour shelf, and adjust the colours to use

the Hue Circle palette. Set the NULL value to the same shade of grey as the line. You¡¯ll need to adjust the table calculation again of the 2nd Top 10 Rank By County pill, so only Year is unselected. All the following fields need to be added to the Tooltip of the All marks card. Score# Countries Per YearHosted |

ParticipatedTop 10 Rank Only (setting the table calc to compute by everything except Year)# Medals Adjust the Tooltip accordingly, then tidy up the formatting of the chart Hide the Top 10 Rank Only axisRotate the labels of the YearHide the Year field labelRemove all row & column lines and gridlines/zero lines Medals

Viz in Tooltip The Bump chart has 2 Viz in Tooltips, one showing the count of the different medals won and the other showing the top 10 athletes. Build the Medals chart by Host.Year to RowsMedals.Country to RowsMedals.Bronze to ColumnsThen drag the Medals.Silver pill to the bottom of the chart where the Bronze

axis is, and when you see 2 green columns, drop the pill. This should have the effect of Measure Values automatically being added to Columns, and Measure Names being automatically added to Rows and the Filter shelf.Then add Medals.Gold into the Measure Values paneReorgansie the pills in the Measure Values

pane so they are listed Gold, Silver, BronzeAdd Measure Names to Colour and adjust accordinglyShow the mark Label Now hide the Year and the Country columns, and the Value axis at the bottom. Remove all the formatting (the quickest way is to go to the bump chart sheet you should hopefully have formatted already,

right click on the tab of the sheet at the bottom, and select Copy Formatting, then go back to the sheet you¡¯re working on, and on the tab, right click & Paste Formatting If this doesn¡¯t clean everything up enough, just adjust formatting manually. Finally, set the fit on this sheet to be Entire View. This will squash everything

up, but when its referenced from the viz in tooltip, the view will be filtered to the Year and Country. Doing this will remove the ¡®this view is too large¡¯ message that may appear on the Viz in Tooltip. Switch back to the Bump chart and add the sheet to the Tooltip by Insert -> Sheets -> . Adjust the maxwidth property to 500

and maxheight property to 100 to make the viz fit better Top 10 Athletes Viz in Tooltip Build the initial viz by Host.Year to RowsMedals.Country to RowsMedalists.Athlete to RowsMedalists,Medal to Columns and manually reorder the columns.Medalists.Medalists(Count) to ColumnsMedalists.Medal to Colour To work out

the Top 10, we need to first work out the score per medal Medalist Score CASE [Medal]WHEN ¡®Gold¡¯ THEN 3WHEN ¡®Silver¡¯ THEN 2WHEN ¡®Bronze¡¯ THEN 1END then calculate the total score per athlete per games, since an athlete can win more than one medal and appear in multiple games Total Score per Athlete

{FIXED [Year], [Country (Extract2)], [Athlete] : SUM([Medalist Score])} where the Country is from the Medals table. Use this field to sort the Athlete pill We only want the Top 10 though, so add Athlete to the Filter shelf, and filter by the top 10 of Total Score per Athlete At this point, things won¡¯t look right, as the filter will be

applying over all the data. To get this right, we now need to add the sheet to the Viz in Tooltip, so go back to the Bump chart, and on the tooltip add a reference to this sheet. Adjust the width and explicitly filter by Host.Year, Medals.Country If you now return to the Top 10 sheet, an additional filter will have been

automatically added to the Filter shelf. Add this filter to context, so it will change to a grey pill. Now return to the Bump chart and just test out that the chart is presenting correctly when hovering over various fields. Now return to the Top 10 chart and tidy up all the formatting and hide various fields, and set to Entire View.

The bump chart should now be complete Building the strip plot The strip plot is showing a mark for each host with an indicator to show if they finished in the Top 10 or not. Additional information on the tooltip shows the host¡¯s score and medals count. We¡¯ll build this into a table first as below We ultimately need to show 1

row per year, but the country level data is required to work out the rank. So we¡¯re going to use some more table calculations. We want to capture the host¡¯s score and medals accrued against all the rows associated with each year. Score for Host WINDOW_MAX(IF ATTR([Is Host?]) THEN [Score] END) Medals for Host

WINDOW_MAX(IF ATTR([Is Host?]) THEN [# Medals] END) Add these to the table, setting the table calculation to compute over all fields except Year. We also need to know if the host was in the top 10 or not Is Host in Top 10? WINDOW_MAX(IF ATTR([Is Host?]) AND [Rank Score]

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