WorkoutWednesday S02 E5

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 Andy is back with a challenge and it’s very straightforward. You need to create two quarters starting with the month selected and show months for everything else.

Workout Wednesday Week 5 Challange: Link 
  • No Level-of-Detail calculations.
  • No table calculations.
  • The Q2 value must always appear after Q1

Step 1:

As per the instruction, you can use your own Superstore Data or you can use the dataset available at Data.World

First, create an account on Data.World and copy the tableau link by clicking on the Download icon as per the below image.

The moment you click on “Tableau Icon”, a new Popup will open which contains a connector URL.

Copy the highlighted URL and open the web Connector API.

Paste the Copied URL and Press Enter. Now your Tableau is connected to the given dataset.

Step 2:

Before solving this Challenge, I created a replica of this problem in excel and solved it there and then replicated the same in the tableau.












Step 3:

As the requirement clearly states, we cannot use LOD or table calculation so we need to use IF – ELSE Condition.

if expression statements elseif expression statements else statements end

if expression, statements, end evaluates an expression and executes a group of statements when the expression is true. An expression is true when its result is non-empty and contains only nonzero elements (logical or real numeric). Otherwise, the expression is false.

The elseif and else blocks are optional. The statements execute only if previous expressions in the if…end block are false. An ifblock can include multiple elseif blocks.

Step 4:

Create a Date parameter as per the below image



Now we need to wrap our logic inside the IF-ELSE Condition as per the below image.

Step 5:

Once the calculation is ready, drag “WW Cal” Field on the column shelves and Sales on the Row Shelves.


Step 6:

As per the third requirement, the Q2 value must always appear after Q1. We can achieve this by creating another Calculated field which will actually sort the date field in ascending order. Add this calculated field before the “WW Cal” on the Column shelves.























Create another calculated field for Bars color by using the “Contains” function as per the below image and put it on the color marks card.





Step 7:

Now our next step is to create the tooltip as per the actual viz. This can be easily done with the calculated field “WW CAL” which we created for the for column shelves with a little twist. We just need to append “Sales” with the Month /Quarter Values.Add this on the tooltip along with the sales measure.






















Step 8:

Your final image will look like the below image.Add this to the dashboard and publish it. Don’t forget to tag Rody, Andy, and Luke on twitter.


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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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