This is Robert's TypePad Profile.
Join TypePad and start following Robert's activity
Robert
Munich, Germany
Interests: new media, optimization, strategy, forecasting, business intelligence, project management, financial planning, business plans, telecommunications, revenue management, business performance management, simulation, pricing, intelligent data analysis, business cases, revenue assurance, cable operator, operations research
Recent Activity
Richard,
the "less than" and "greater than" signs are indicating the beginning and the end of the link. You have to delete the square brackets around the signs in the string you posted above and it should work.
Export Microsoft Project Tasks to Outlook
Export tasks and milestones from your project plan to Outlook tasks, appointments or notes Clearly and Simply claims to be a blog on “intelligent data analysis, modeling, simulation and visualization”, and most of the posts are indeed discussing these topics. From time to time, however, I inte...
Akhil,
the slider is connected to a cell by VBA, e.g. for the single value slider the VBA statement is
Range("mySliderResult").Value = Slider21.Value
I am not sure but I think you are talking about the minimum and maximum values of the slider control, right? If so, you can change the minimum and maximum of the slider control using the properties Min and Max (e.g. Slider21.Min = 10). However, please keep in mind that the slider control does not have a scale or axis. In the example posted above I inserted a scale manually created by text boxes from 0 to 100. If you change the min and max value of the slider using the properties, you would also need a VBA routine to update the textboxes displaying the scale. This is possible of course, but needs a bit more complicated VBA code.
Range Filter Slider Control in Microsoft Excel
How to use the Microsoft Slider Control to implement a range filter input feature in Microsoft Excel Almost every Excel workbook needs some way of user interaction (maybe except for the Excel models serving solely as the reporting front-end of a database). The users changes parameters, sets fil...
John,
did you add the shape names to column I on the sheet data (the named range "myShapeNames") and does "myShapeNames" refer to the entire list of all shape names?
With regards to point 1 in my previous comment: if you have other objects on the sheet than the shapes of the map (the 2 drop downs in my example), you have to make sure they are the last objects on the sheet. Go to the Selection Pane (Home Tab | Find&Select | Selection Pane or ALT-F10). The additional objects (the drop downs) have to be at the top of the list shown in the Selection Pane. If not, you can rearrange the shapes with the 2 little arrows at the bottom of the Selection Pane.
If it is still not working for you, you may want to send me your map by email and I will have a look.
Faster Choropleth Maps with Microsoft Excel
An improved version of a Microsoft Excel Choropleth Map with a better performance for detailed maps Very soon after starting this blog in 2009 I published a post with a set of Microsoft Excel Choropleth Map templates. This post is still one of the most popular articles and downloads here. A l...
Barbara,
thanks for your comment. Unfortunately I do not have a map for Canada available, but you could easily produce your own by following the instructions in one of the following posts:
http://www.clearlyandsimply.com/clearly_and_simply/2009/08/build-your-own-choropleth-maps-with-excel.html
http://www.clearlyandsimply.com/clearly_and_simply/2012/12/create-excel-choropleth-maps-from-shape-files.html
Or you simply follow Tushar's step-by-step in his original article.
Let me know if you encounter any issues.
Choropleth Maps with Excel
A Set of Choropleth Map Templates for Microsoft Excel The dashboard of Lithuania at a glance used a county based map of Lithuania to visualize the geographical distribution of the population by color intensity: the darker the color, the higher the value. Very often, this type of geographical vi...
MCH,
thanks for your comment. Interesting formula, I haven't seen this one before. It is only slightly shorter than the one I used (53 instead of 58 characters), but it is working even for very early dates (year 1900).
Still, if you have Excel 2010 or 2013 available, I would use Excel's WEEKNUM with return type 21 for the second parameter as Pedro suggested above.
Anyway, very interesting, thanks for sharing.
Week in, week out, Microsoft Excel
Week numbers with Microsoft Excel For analyzing and visualizing data on a timeline we are often consolidating the data on a monthly basis. Especially for monitoring and reporting, however, you need a higher level of detail, i.e. you will have to analyze and visualize your data by weeks. Unlike ...
Karsten,
I wasn't aware of the fact that Tableau Public does not allow to import Custom Geocoding. You can upload a workbook using Custom Geocoding to Tableau Public as long as you are using Tableau Desktop, but – what I have now seen in the Tableau Forums - you apparently can't import Custom Geocoding if you have only Tableau Public installed on your machine.
Using the alternative workaround (the polygon approach) is probably only a theoretical option, since Tableau Public allows data sources only up to 100,000 rows and this is not enough in most cases: e.g. the polygon data for Germany by the first 2 digits of the zip-codes ("PLZ2") has almost 180,000 rows…
In a nutshell: the only option I see for you is to buy a Tableau Desktop license. I know, this is probably not what you wanted to hear, but I do not see another way. Sorry.
Create Your Own Filled Maps in Tableau
A step-by-step guide to Richard Leeke’s TabGeoHack for creating your own filled maps in Tableau Software Way back in 2009, we had a beautiful guest post by Giedre Aleknonyte describing a workaround to generate Choropleth Maps with Tableau (using version 5.0 by the way). Those days are over. One...
Emil,
the abbreviations of the countries are already in the workbook posted above (column D of sheet "Data"). Just insert "S_" before the first character and you have the shape names.
Choropleth Maps with Excel
A Set of Choropleth Map Templates for Microsoft Excel The dashboard of Lithuania at a glance used a county based map of Lithuania to visualize the geographical distribution of the population by color intensity: the darker the color, the higher the value. Very often, this type of geographical vi...
Savvy,
it seems as if the formula you posted is from your reengineered workbook (with apparently a sheet Data Defects and one called Control General), so I am not 100% sure which formula you are referring to, but I assume it may be the one used in the crosstab of status and severity, right?
To make it easier for me and the other readers, I will refer to the original workbook posted above. In the original workbook, the formula in cell C13 of the Control worksheet calculates the number of cosmetical defects with status "assigned":
=SUMPRODUCT(
(C$12=Data!$C$5:$C$504)*
(Data!$E$5:$E$504>0)*
(Data!$E$5:$E$504<=$C$9)*
((Data!$F$5:$F$504=0)+(Data!$F$5:$F$504>$C$9))*
((Data!$G$5:$G$504=0)+(Data!$G$5:$G$504>$C$9)))
I will try to break it down by using pseudo code:
(severity = "Cosmetical") AND
(date assigned on > 0) AND
(date assigned on <= Sunday of selected week) AND
((date resolved on = 0) OR (date resolved on > Sunday of selected week)) AND
((date closed on = 0) OR (date closed on > Sunday of selected week))
Each line creates a Boolean array (TRUE if meeting the condition, FALSE if not) and the SUMPRODUCT counts all data records meeting all conditions. Instead of SUMPRODUCT you could also use SUM and enter the formula as a matrix formula (CTRL-SHIFT-ENTER).
I hope this will be helpful.
Software Project Dashboards - Episode 1
How to create Microsoft Excel dashboards to monitor the progress of a software development project (part 1 of 3) When it comes to manage software development projects, you have to monitor a lot of different quantitative and qualitative metrics in order to answer the main question: “Where are...
kushal,
I just double checked the original workbook with Tableau 8 and it is still working fine for me. If the URL action does not update the correct Google Map view in your workbook, I would suspect there is a problem with the URL provided in your data source or with the Calculated Field you may be using to create the URL. I can't tell you why, though. If you want to, you could send me your packaged workbook by email and I will have a look (email-link at the top of the blog).
The Power of Tableau Actions
How to create highly interactive Tableau dashboards using actions: a step-by-step tutorial and an example workbook Even if you are creating the most basic chart with Tableau Software, the visualization already includes a great set of interactive features without the need for using special funct...
Bill,
I suspect you did not define the name D_GRL in the corresponding row and column K on the data sheet. I will send you a workbook by email in a minute.
Choropleth Maps with Excel
A Set of Choropleth Map Templates for Microsoft Excel The dashboard of Lithuania at a glance used a county based map of Lithuania to visualize the geographical distribution of the population by color intensity: the darker the color, the higher the value. Very often, this type of geographical vi...
Nick,
indeed, the Excel feature of inserting an empty space of the width of any given character by putting an underscore in front of this character in the custom format string is not available in Tableau.
The Tableau manual is still saying
"Custom: type in the format you want to use. This format can be specified by an Excel style number code."
That's correct for the most common custom number format options of Excel, but there are some limitations in Tableau. See also the (non-exhaustive) section "Limitations" above.
In a nutshell: I do not know of a way how to align positive and negative numbers in Tableau when the negative numbers are displayed in brackets.
Tableau Quick Tip #2 – Custom Number Formats
How to use Tableau Software’s Custom Number Formats Tableau provides a variety of built-in number and date formats. There are the standard formats “numbers”, “currency”, “scientific” and “percentage”. For scientific and percentage you can only change the decimal places, but for numbers and curr...
Daniel,
I suspect the names "MapNameToShape" and/or "MapValueToColor" are missing or different in your workbook. Double check the named ranges and adjust the names or the reference to the names in the VBA code. Let me know if this does not solve the issue.
Build your own Choropleth Maps with Excel
Amendment #6 to Choropleth Maps with Excel: a workaround to transfer the names of regions from a svg file into xls In a comment on Multicolored Choropleth Maps with Excel Dave Hammer pointed to a couple of excellent maps on Wikimedia Commons in svg file format (scalable vector format). Dave wa...
Karsten,
I never used Tableau Public since I am a proud owner of a Tableau Desktop license. I published on Tableau Public, but via my Desktop version. Anyway, I assume Tableau creates the same Tableau Repository for Tableau Public, too. From what I have seen on your Twitter account, you are apparently German. Thus, I suspect it could have to do with the German version and the different name of the repository folder in the German installation. Just open Tableau and click on File (Datei) and Repository Location (Repository-Speicherort) and it shows you at the top of the dialogue window the current location. This is where you should find the folder "Lokale Daten".
Please let me know if this does not solve the issue.
Create Your Own Filled Maps in Tableau
A step-by-step guide to Richard Leeke’s TabGeoHack for creating your own filled maps in Tableau Software Way back in 2009, we had a beautiful guest post by Giedre Aleknonyte describing a workaround to generate Choropleth Maps with Tableau (using version 5.0 by the way). Those days are over. One...
Chris,
thanks for your comment. I am sorry, I don't get it. I understand that you need 2 different completion rates for 2 columns and a total completion rate for all columns. What I do not understand is your requirement "on those two columns I need it so it has its individual boxes that will only populate the entire boxes only in that column". I am sorry, I don't understand what you are after. Can you explain in more detail (preferably by email, email-link see above)?
Microsoft Excel Check List Template
A Microsoft Excel template for a structured Checklist with the option to check and uncheck by double clicking Unfortunately my blogging activities slowed down to a crawl during the last few months and I left you waiting for new posts far too long already. Be assured that this site is not dead....
Marko,
I know, my blog activities slowed down to a crawl in the past few months. Same old lame excuse: heavy workload in my paid projects. I am hoping to revive the blog during the next few weeks. I can't promise it will be Excel related posts, though. I hope you and all other regular readers will stay tuned.
Build Network Graphs in Tableau
Visualize Relationships, Connections and Associations in Networks with Tableau Software Clearly and Simply proudly presents a new guest article: Michael Martin of Business Information Arts, Tableau Partner, Tableau Certified Consultant and leader of the Toronto Tableau User Group shows us how t...
Mark,
not with the workbook posted for download above. That being said, it is possible in general (of course), but it requires more complex variable declarations and additional VBA code. In one of my paid projects I have implemented a version with up to 3 dimensions in rows, up to 3 dimensions in columns, up to 10 filter dimensions and even an option to visualize another dimension as a heat map in the value area (different fill colors). The code is way more complicated than in the workbook posted for download above, but it is still pretty fast and working like a charm.
In a nutshell: it is possible, but it takes considerable changes of the VBA code and quite some time to implement it.
Emulate Excel Pivot Tables with Texts in the Value Area using VBA
How to create a Microsoft Excel Pivot Table lookalike Crosstab with Texts in the Value Area using VBA The recent post showed a way how to create a Pivot Table lookalike crosstab with texts in the value area. However, due to the fact that it was restricted to Excel formulas, the approach came wi...
Mike,
thanks for your comment. I am sorry, but I can't reproduce your issue. If I am deleting 2 entire topics, the checklist is still working like a charm for me, including the calculation of the completion rate.
The calculation of the completion rate is done by VBA (User Defined Function). The code counts the number of checked items and divides it by the total number of items, i.e. the number of rows with a separator (decimal point) in the first column of the list.
If you can't find the root cause for your problem, you can send me your checklist by email (email-link at the top of the blog) and I will have a look.
Microsoft Excel Check List Template
A Microsoft Excel template for a structured Checklist with the option to check and uncheck by double clicking Unfortunately my blogging activities slowed down to a crawl during the last few months and I left you waiting for new posts far too long already. Be assured that this site is not dead....
John,
after inserting additional shapes or replacing shapes you have to
1. make sure all other objects on the worksheet (like the drop downs) are the last objects on the sheet
2. recreate the shape index (see point 5. of the section "The Bonus Features") and the command button on the control worksheet.
Please give it a try and let me know if it is still not working for you.
Faster Choropleth Maps with Microsoft Excel
An improved version of a Microsoft Excel Choropleth Map with a better performance for detailed maps Very soon after starting this blog in 2009 I published a post with a set of Microsoft Excel Choropleth Map templates. This post is still one of the most popular articles and downloads here. A l...
Cathy,
thanks for your comment and sorry for the late reply.
I just tested and it works like a charm with Tableau 8 for me. I have no idea why it shouldn't work for you.
The Power of Tableau Actions
How to create highly interactive Tableau dashboards using actions: a step-by-step tutorial and an example workbook Even if you are creating the most basic chart with Tableau Software, the visualization already includes a great set of interactive features without the need for using special funct...
Ragha,
thanks for your comment and sorry for the late reply.
I do not know of an easy way to do this directly in Tableau. This doesn't mean it isn't possible. It is just above my head. I guess the most promising approach would be to create shape files for your custom regions using a GIS tool and to import those shape files with Richard's TabGeoHack.
Create Your Own Filled Maps in Tableau
A step-by-step guide to Richard Leeke’s TabGeoHack for creating your own filled maps in Tableau Software Way back in 2009, we had a beautiful guest post by Giedre Aleknonyte describing a workaround to generate Choropleth Maps with Tableau (using version 5.0 by the way). Those days are over. One...
Jay,
thanks for your comment and sorry for the late reply.
The easiest way of formatting numbers as millions is using Number (Custom) and selecting Millions (M) from the Units drop down. If you then click on Custom you see the format #,##0,,.00M, i.e. the one you found out.
Having said that, you are right, there is a difference between the custom number formats in Excel and Tableau. Tableau expects to find the thousand separators (the commas) before the decimal point (#,##0,,.00). Excel accepts this too, but automatically transfers this custom format string to #,##0.00,, .
See also my example for numbers in trillions in the article above (#,##0,,,,.00T).
Tableau Quick Tip #2 – Custom Number Formats
How to use Tableau Software’s Custom Number Formats Tableau provides a variety of built-in number and date formats. There are the standard formats “numbers”, “currency”, “scientific” and “percentage”. For scientific and percentage you can only change the decimal places, but for numbers and curr...
John,
you do not have to wait for someone posting his template. You have different options to create your own maps meeting your requirements:
Option 1: use the map posted for download above, delete the states / counties you do not need and adjust the data sheet and the mapping table
Option 2: create your own Choropleth Map as described here
Build your own Choropleth Map with Excel
and / or here
Create Excel Choropleth Maps from Shape Files
Choropleth Map Template USA by Counties
Amendment #5 to Choropleth Maps with Excel: a Map Template for the United States by Counties In a comment on Multicolored Choropleth Maps with Excel Dave Hammer wrote “… I'm doing some mapping right now by County and Congressional District. Some folks at Wikipedia have supplied some excellent ...
Interesting idea. I have to admit I do not know much about Dictionary Objects and never used them, but it is probably well worth a try if you could simplify the code. On the other hand, the procedures for getting unique items and the Quick Sort are generic helper routines and I am using those pretty often in my models. The code snippets are there, the code isn't too long and they are fast enough, I think.
Emulate Excel Pivot Tables with Texts in the Value Area using VBA
How to create a Microsoft Excel Pivot Table lookalike Crosstab with Texts in the Value Area using VBA The recent post showed a way how to create a Pivot Table lookalike crosstab with texts in the value area. However, due to the fact that it was restricted to Excel formulas, the approach came wi...
AllieAmy,
thanks for your comment.
Have a look at this workbook:
Check List More Completion Rates (119.5K)
Microsoft Excel Check List Template
A Microsoft Excel template for a structured Checklist with the option to check and uncheck by double clicking Unfortunately my blogging activities slowed down to a crawl during the last few months and I left you waiting for new posts far too long already. Be assured that this site is not dead....
Icezone,
the code uses the start and end date of the project specified in the menu Project | Project Information, see also:
Specify a project start date or finish date
I suspect you have set the project start date as February 2013 there, but you have scheduled some tasks manually to start before this date. The tasks and milestones are shown in the PPT, but the timeline is too narrow, because it starts at the globally set specified project start date. Simply adjust the project start date and it should work.
Gantt Charts are learning to fly
How to export a Microsoft Project Gantt Chart to PowerPoint The recent post Bring your tasks in a row showed a way of how to import a project plan from Microsoft Project into a preformatted Microsoft Excel template with ease. Today we are taking the opposite direction. This post provides a tool...
More...
Subscribe to Robert’s Recent Activity
