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May 3, 2014

#SFBATUG: Using a calendar widget to control your dashboard

11 comments

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

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

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    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?

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    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.

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

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

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  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!!!

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

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  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

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

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