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Tableau tabular report10/31/2022 There are two main ways of creating tables in Tableau: #TABLEAU TABULAR REPORT HOW TO#Next, I am going to show you how to replicate this functionality in Tableau and help you understand how difficult some of this native functionality is to achieve. You can create multiple levels of drop-down that enable a lot of cool custom insights. The downside is that you cannot enable column totals.Īs you can see in the table below, the drop-down functionality that is native to this chart is extremely useful for users. #TABLEAU TABULAR REPORT PLUS#The plus side is that you get to control the calculation of each measure at a very specific level. Because of this, the table that I’ve built as an example has no fields in the column area. The structure of our data is such that each column is a different measure as the data set contains a column for each category of revenue/expense rather than a row. This enables users to expand the conference if necessary and drill through on those values as well. I have placed the different revenue fields as values and then layered Conference and Team in the Rows. In this example, I created a matrix that shows the source of conference and team revenues by source filterable by year. In this example, we will use my favorite NCAA financial data set that shows the revenues and expenses for all public NCAA universities from 2005 to 2017. While tables are very descriptive in nature, being able to drill through with matrices does enable a level of investigative capability that is extremely useful for end-users. This action will automatically filter your destination for this value. If you add the field that you want to drill through on to the destination chart, you will then be able to right-click on the base tab and select Drill through, and then choose the tab that you want to navigate to. By enabling a drill through on a field in your matrix, you enable (an)other layer(s) of exploration in your data. The second feature that is useful in matrices is drill throughs. For those using Tableau, you know that nothing comes that easy in Tableau and for tables especially, this functionality can be tricky. So essentially, when you drag numerous fields to the Rows area, these sub-groups break out automatically upon user click to expand the previous field. In a matrix, a drop-down field is automatically enabled when you create a hierarchy within the Rows field. Two very common use cases with matrices are drop downs and drill through. Although this seems like a fairly simple feature, many Tableau users see this and go, WOW, this is such a simpler way to build a table than what we’re used to! A Matrix enables you to use the Rows, Columns, and Values that are displayed within your table. If you are familiar with PivotTables in Excel, you will certainly recognize many commonalities between the two. This chart has become a personal favorite of mine because of the flexibility and ease of use for stakeholders.Ī Matrix is a report visual available in Power BI that is essentially a table with a lot more customization options and features than a normal table. For those familiar with Power BI, I am not referring to the Table chart element, I specifically am addressing the Matrix chart. In this third installment of Power BI for Tableau Developers, we are going to be covering a topic that might seem simple at first glance, but I hope you’ll come to appreciate… Tables.
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