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Step by step process to create Calender chart in Tableau

Step by step process to create Calender chart in Tableau

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Priyanka Malladi
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Hey,

This post helps you to create an elegant calender chart in Tableau.

I'm using Sample-Superstore data here.

Open Tableau workbook and select Sample-Superstore in the saved Data Sources.

Step 1 : In the dimensions list select 'Order Date' and put this on Filter shelf.

  • Now you will get a list, select 'Year' --> next --> select any year --> OK (I have selected 2018 here)

1.png

  • Right click on Year Filter and select 'show filter'.

2.png

  • You will see a Filter option at the right side of your workbook. (This will allow user to select any Year of his choice)

Screenshot (12).png

Step 2 : In the dimensions list select 'Order Date' and put this on Filter shelf.

  • Now you will get a list, select 'month' --> next --> select any month -->OK (I have selected November here)

[this is same as above but we are selecting month here in step 2]

  • Right click on Month Filter and select 'show filter'.

  • You will see a Filter option at the right side of your workbook. (This will allow user to select any Year of his choice)

Step 3 : We need to create 3 Calculated fields.

  • Calculated field (1). Name it as 'WeekName'

    Type the below Line and click OK.

datename('weekday', [Orderdate])

I have attached a sample screenshot for calculated filed (1)

3 (2).png

Do the same for rest of the fields as mentioned below.

  • Calculated field (2). Name it as 'WeekNo.'

    Type the below Line and click OK.

datename('week', [Orderdate])

  • Calculated field (3). Name it as 'WeekDay'

    Type the below Line and click OK.

datename('day', [Orderdate])

Step 4 : We have 'WeekName' already on Dimensions.

  • Let us convert other 2 calculated fields 'WeekNo.' and 'WeekDay' to dimensions which are auto saved in measures field.
  • To convert measures to Dimensions. Right click on '#WeekNo.' and select 'Covert to dimension' option. Do the same with '#WeekDay'.

Now we have all the created calculated fields in dimensions tab.

Step 5 : Put 'WeekName' on Columns shelf.

Step 6 : Put 'WeekNo.' on Rows shelf.

Step 7 : 'WeekDay' on Text field in Marks shelf.

Step 8 : 'WeekNo.' on colours fields in Marks shelf.

Once you are done with all the above steps. You will see a neat and elegant chart as below.

Screenshot (16).png

Hope these steps are easy for you to follow.

Thank you.