May 2, 2014

#SFBATUG: Using a calendar widget to control your dashboard

Last night at the SFBATUG meet up, I had the pleasure of giving a hands-on demo of how to create an interactive calendar in Tableau.  This is a follow up to a post I write in May 2012 detailing how to create the calendar

This example goes a step farther in that I’m using the calendar like a widget to control what I’m seeing on my dashboard.  What’s also cool about this method is that you can multi-select dates, something you can’t currently do with date quick filters.

Note that I also demoed how to hide a reference line behind a bar, which I wrote about here.

Finally, this dashboard is not a stellar example of design.  I threw this together quickly so that I could share it with the community promptly.

Download the workbook here.

11 comments:

  1. Andy,
    how would you make columns for day of the week in your calendar to be not sortable?
    Thanks,
    Leonid

    ReplyDelete
    Replies
    1. Are you trying to prevent the user from accidentally sorting the weekdays in the wrong order?

      Delete
    2. Yes, I'd like to. Would it be a good solution to prepare weekdays header on a separate sheet and place it above the calendar on the dashboard?

      Delete
    3. That would work, but they could still accidentally sort that sheet too, which would be even worse. It would be nice if there was an option to disable sorting.

      Delete
    4. Sorting isn't possible when the measure displayed is a table calculation. Would it work in that case?

      Delete
    5. Damien, I haven't tried that care yet. Feel free to download the workbook and test it out.

      Delete













  2. Andy, I love the calendar and use it as often as possible. Users love it. If I haven't properly thanked you before - BIG HUG THANKS!!!

    ReplyDelete
  3. Yep, it's a really great tool. Thanks for sharing it!

    ReplyDelete
  4. Andy,

    My only quibble is how people respond to seeing red and blue circles on a map of the US; will they immediately think the chart has something to do with Republicans and Democrats?

    Steve

    ReplyDelete
    Replies
    1. Good point Steve. I hadn't thought of that. I was simply throwing an example together.

      Delete