WorkoutWednesday S02 E2

Do you enjoy working with Tableau? Are you looking for an additional challenge? Workout Wednesday might be what you need. WorkoutWednesday a set of weekly challenges from  Andy Kriebel and Emma Whyte (for 2017) and Rody Zakovich and Luke Stanke. (For 2018) designed to test your knowledge of Tableau and help you improvise your development skills. The idea is to replicate the challenge that they pose as closely as possible. When you think you have it, leave a comment with a link to your visualization and post a pic on Twitter for others to enjoy.

2017 WorkoutWednesday Challenge: Link

 2018 WorkoutWednesday Challenge: Link
This week we will be looking at Fiscal Years and Running Sums. To make things easy for this challenge, you can use any Superstore Dataset that is coming along with Tableau.
Workout Wednesday Week 2 Challange: Link 
Points to Consider :
  • Fiscal Year start can be configured via a Parameter
  • X Labels should match the Fiscal Year Start
  • X-Axis must be Continuous
  •  Should be 1 color per fiscal year
  • Tooltips should match Rody’s viz.

Step 1:

Create a Fiscal Year parameter as per Rody’s first Instruction. The Quick and easy way to create a Parameter is to Select “Integer” as Data Type, “Range” as allowable Values. Make sure your minimum Value Should Start from 1 and Maximum Value should end on 12 with a Step size of 1.


Now Change the Value from “Range” to “list”. You will see 12 Values starting at 1 and ending at 12.

Step 2:

Now as per his second instruction, Fiscal year should match with his X labels. For example,

If your fiscal year parameter is starting from Jan, then the timeline will go from 01 Jan 2013,01 Jan 2014, 01 Jan 2015, 01 Jan 2016 to 01 Jan 2017.In his latest tweet, he revealed that he has not used date field on his X-axis and sadly his workbook is not downloadable so I won’t be able to tell how he did it. I would request you to wait for his blog post .

To replicate the same, I created a fake Date Axis as per the below image.

Let’s try and understand the logic behind the above-mentioned calculation. Suppose you have selected Feb month on your Fiscal Parameter then your timeline will show 10 values from Feb 2017 to Dec 2017 (the result of True Condition) and 2 Values from Jan 2018 to Feb 2018.  (result of False Condition)

Step 3:

The most interesting part of this challenge is to assign 1 colour per fiscal year. Let’s write a calculated Field for achieving the same.






Step 4:

Once your calculation is ready, drag your “Fake date” from dimension pane and put it into column shelf and Sales on Row shelf. Right-click on the sales > Quick table calculation > Running Total. Add “Fiscal Year” on the colour shelf and do some formatting like remove the gridlines from the View.

Your Final image will look like the below image.

Step 5:

But there is still one problem with the information that tooltip displays. As we are using some fake axis which contains 2017 and 2018 as its year, so upon hovering tooltip will display incorrect year for actual fiscal year. To fix this, let’s create another calculated field especially for displaying the correct fiscal year in the tooltip.

Add this newly calculated field on the tooltip and change it to ATTR(Attribute).



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About the Author: Rajeev Pandey

I am a multidisciplinary designer working in data visualization, interaction design and innovation. Expertise in developing Tableau, Web focus based visualization and reporting applications. I have a passion for analyzing, dissecting, and manipulating data sets as well as, building beautiful dashboard. Naturally talented in communicating between technology and business needs. Diverse and experienced in plenty of different domains .I am quick learner who can absorb new ideas and can communicate clearly and effectively.I love creativity and enjoy experimenting with various technologies.

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