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Tableau Calendar Report for Monthly View
This is another blog in the series of Advanced and Interactive Visualization using Tableau, that can add an edge to your Tableau skills and help create an impact in the presentation Reports and Dashboards.
Today we are going to see — How to create a Calendar View in Tableau and how it can be useful.
Calendars can be useful in Reports to show the trend in metrices like Ongoing Sales, Profits, #Users, etc given by each day of a selected month.
It can also be used in Dashboards as a filter for other reports by showing relevant data for a selected number of days.
To show this, I’ll be using the Superstore Dataset and building a calendar view based on the Order Dates.
Let’s Begin…
Step 1)
A Calendar View requires the Date attribute both on the Row and Column shelf of Tableau.
Before this we will also apply the Order Date as a filter to view data only for 1 month. This will look something like below:
Step 2)
Now, change the column Order Date to Weekday and the row Order Date to Week Number by clicking on the dropdown of each Date attribute and selecting the respective option.
This will give us the view of a Calendar by aggregating all days in the Column to Weekday level (Sunday to Saturday) and aggregating all days in the Rows to Week Number level (the number of the particular week in that year).
Giving us the below view:
Step 3)
Next, we want the respective dates to appear on the Calendar instead of the default string ‘Abc’.
For this, we will again pull the Order Date attribute, drag it to Text tab and change the format to display only Day (by selecting the appropriate option from the drop-down)
