Creating Calendar Views in Tableau

22
May 2012

Creating Calendar Views in Tableau

comment icon6 comment(s) |

On the walls, in our emails, or on our desks, the calendar is everywhere.  We use calendars to book events or meetings, remember birthdays, verify bandwidth for client coverage, etc...  Making something that looks like a calendar in Tableau is as simple as putting the right pieces on the correct shelves. 

If you have a Date field in a format that Tableau automatically recognizes, you have the ability to choose any level of the date hierarchy and place on the shelf of your choice.

1) To start a Calendar view, we will Right-Click Drag our Date field to the Column Shelf and Select Month/Year as our discrete format.

2) Next Right Click Drag another instance of the Date field to the Column shelf and Select Weekday as the discrete format.

3) Next, Right-Click Drag the Date field to the Rows shelf and select Week as the discrete format.

4) To Finish, filter your view to a single month, and you should see this:

 

To get the calendar to look like a calendar do the following:

1)      Change your view to a Square on the Marks Card

2)      Right-Click Drag your Date field to the label Shelf and Select Day for your discrete format.

3)      Edit the Label to be Centered and Bolded.

4)      Color your dates by anything of your choice. Edit colors to a lighter shade so the dates show through

5)      Adjust your view so your Shapes aren’t so close together. Rotate Labels, manually size columns, etc.

6) *I would Hide the Week Numbers from view, but am showing them here for reference*

You now should see this:

Your Calendar is now linked to your data, so this could become very useful in a Dashboarding Environment with Action Filters.

 

 

Comments

May 24, 2012

Andy Kriebel

Dustin, You might be

Dustin,

You might be interested in my follow up/extension to your blog post where I create an actual calendar in Tableau.

Great stuff by you and the InterWorks team as always.

http://vizwiz.blogspot.com/2012/05/creating-interactive-monthly-calendar...

Andy

May 25, 2012

dwyers

Thanks

Thanks Andy. Nice follow up post. You beat me to my next post with the tweaks you added.

June 1, 2012

Sheel

Hi Andy & Dustin, Great work

Hi Andy & Dustin,

Great work on these views, I like the attention to detail in the formatting.
I've tried creating some calendar views too: http://public.tableausoftware.com/views/CalendarSample/OrderFrequency?:e...

I elected to show a bar in each day rather than relying on the colour intensity. I found that this way it was very easy to scan down a column and see, for example, if it was a typical Thursday.

The downside with labelling the bars as I have, is that each box contains two numbers: one for the day number, and one for the measure value. Perhaps that is confusing at first, so I tried to separate them a bit by formatting them differently.

Great work on both your blogs, keep it up!

Thanks,
Sheel

September 12, 2012

Leonid

Do you know th solution for

Do you know th solution for the yearly(not monthly) calendar(e.g. mas 3x4 matrix)

October 12, 2012

Will Jones

Quarterly/Yearly Calendar

Leonid,

You would want to do this on a dashboard. I used the Sample Superstore data that comes with Tableau, but you would probably want to make a list of all possible dates (by day) in Excel, and connect to that as your data source.

I created a simple dashboard with a trailing 3 month quarter calendar, the principle would be the same if you wanted a 3x4 yearly calendar. You can find the example at:

http://public.tableausoftware.com/views/QuarterlySuperstoreCalendar/Dash...

You can see that I made a different sheet for each month, but you could avoid having to do that part. In Excel when you create your list of days, you could have an additional column for Week of Month (Tableau only has week of year), this would allow you to put an entire quarter on one row instead of three sheets. Even using the additional column for Week of Month, you would still need a different worksheet in Tableau for each quarter, then combine the worksheets on a dashboard.

Let me know if you have any other questions,

Will Jones
InterWorks, Inc.

July 16, 2013

Todd

Filtering with Calendar View

Thanks for the post - I'm currently using a calendar with a filter but run into a problem when I try to create a filter since the day labels are only shown for the days that apply to the filtered dimension (for example, if I want to look at a subset of sales but no sales happen on Jan. 1, there will be no label of "1" in the first box). I know a quick workaround but not one that is easy to implement if I have a number of filters. Do you have any suggestions?

Search