How To Tableau: Date Scaffolding (2024)

Last Updated: 14th January 2021 | Tableau Version Referenced: 2020.4 | Contact: alan.m.murray@icloud.com
How To Tableau: Date Scaffolding (1)

Introduction

In this “How To Tableau…” we show you how easy it is to make a chart similar to the one below which shows the number or value of open items across a given time period, typically days or weeks.

How To Tableau: Date Scaffolding (2)

This is a pretty typical request and is usually along the lines of ‘show me the number of these items that were open each week’, examples of where you might use this include seeing:

  • How many tickets or jobs were open, or at a given status, each day and how this changes over time.

  • Seeing the value of potential sales opportunities that are open each week to see if enough new opportunities are being created to back fill won or lost opportunities.

  • Seeing how many active customers you have each week to understand churn, or tracking progress through your customer onboarding process.

We’ve even see this used in airlines to see how many customers have booked flights but those flights haven’t yet departed to help with their risk metrics. Essentially this can be used with any data where you have a ‘start’ and ‘end’ date to see the change in number of in progress items across a time period.

In a spreadsheet program this is pretty easy to do, you simply create a list of dates then write a formula to work out the relevant value for each date and plot that on a chart:

How To Tableau: Date Scaffolding (3)

We’re going to show you how to do this in Tableau (Spoiler alert: It’s not that much different from what you have to do in a spreadsheet!).

Where to start?

Looking at how this is done in Excel above we can see that what we need is a list of dates so that we can work out how many items had been opened but not closed between those dates.

In Excel you would just type the dates into a cell and write a formula to get the values you want, in Tableau you don’t really have anyway to create that list of dates you want to reference - luckily the solution is pretty simple as all we need to do is create a ‘date scaffold’ file which gives us the required dates.

Create a date scaffold

This part is really simple - all you have to do is create a list of the dates you’re interested in, we recommend creating it right in the spreadsheet (or database) that your data is in to make it easier but you can create it anywhere.

How To Tableau: Date Scaffolding (4)

We’ve also created some date scaffold csv files that you can use here: Date Scaffold CSV File(s)

We’re using Excel in this example and we’re looking at each day in January, here’s the step by step instructions in case you need them:

  1. Add a new sheet in your Excel file and name it ‘Dates’

  2. In Cell A1 enter ‘Date’ as your heading.

  3. In the cell below enter the first date you want to consider, in our example we’re looking at every day in January 2021 so we enter ‘01/02/2021’ (Note: We used the british date format of DD/MM/YYYY but yours will be whatever date format is used locally).

  4. Now fill the cells below with rest of the dates you want to consider (Tip: In most spreadhseet programs if you enter the next date in the cell below then highlight the two cells and ‘drag’ the cursor down it will automatically populate for you).

  5. Save and close your file (it’ll need to be closed for when we connect to it in Tableau)

Next we’re going to connect to that in Tableau and show you how to work out the required values for each day.

Connect the data in Tableau

First of all connect to your new data file as follows:

  1. Open Tableau Desktop.

  2. Click Connect - To a File > Microsoft Excel (or the program/source you created the date scaffold in).

  3. Select the date scaffold file you created and click Open.

You should have a screen that looks like this:

How To Tableau: Date Scaffolding (5)

We’re now going to join the date scaffold you created to your data as follows:

  1. Drag the Dates sheet from the Sheets list to where it says ‘Drag tables here’.

  2. Do the same with the sheet containing your data from the Sheets list, in our example it’s the Transactions sheet. When you do so the Dates sheet you already dragged should be outlined in orange and an orange ‘noodle’ should appear to connect the two sheets.

  3. An ‘Edit Relationship’ box like the one below should appear:

    How To Tableau: Date Scaffolding (6)
  4. Click Date under the fields for the Dates fields.

  5. Click the little black arrow and select >= from the drop down box.

  6. Select Start Date under the fields for the Transactions fields.

  7. Click the ^ Close option.

  8. Click + Add more fields.

  9. Click Date under the fields for the Dates fields.

  10. Click the little black arrow and select <= from the drop down box.

  11. Select End Date under the fields for the Transactions fields.

  12. Click the ^ Close option.

What you have should look like this:

How To Tableau: Date Scaffolding (7)

Here’s all the steps together:

How To Tableau: Date Scaffolding (8)

What we’ve done here is join our data to the date scaffold to create a row of data for each item that was in progress on each date in our scaffold file.

We can now use this to create our chart in Tableau.

Create the chart

  1. Click Sheet 1 under the Go to worksheet pop up.

  2. Under Tables on the left hand side, right click the Dates field under the Date table and drag it to the columns.

  3. Select DAY(Date) from the green continuous dimensions in the list as below, or the interval you want such as MONTH, WEEK etc. (right clicking as you drag allows you to select this before you drop the dimension onto columns, you can drag it on normally and then click the pill to change the date type if you prefer)

    How To Tableau: Date Scaffolding (9)
  4. Drag the measure you want to see in the chart to the rows. In our example this is ‘Values’, make sure it sets to Sum when you drag it.

That’s it, you should now have a chart that looks like this (we’ve formatted ours to look a bit better):

How To Tableau: Date Scaffolding (10)

This now shows for each date the total value of any transactions that had started but not ended on the given date.

See it in action here:

How To Tableau: Date Scaffolding (11)

Summary

Hopefully this shows you how easy it is to this in Tableau, here is a quick summary of each of the steps:

Step 1: Create a date scaffold
How To Tableau: Date Scaffolding (12)
Step 2: Connect the data in Tableau
How To Tableau: Date Scaffolding (13)
Step 3: create the chart
How To Tableau: Date Scaffolding (14)

And that’s it done!

Notes

Note 1: When doing this Tableau will create a new row for each row in your data that matches the condition you’ve set for the date join and this can quite quickly result in a huge increase in the size of your data. Imagine you had just 1,500 rows of data, if you did this across a whole year and 1,000 rows matched each day you’d have 365,000 rows or a 200 fold increase in the size of your data.

Note 2: As your multiplying your data take not to also multiply your results on charts not concerned with the date scaffold. Date relationships in the latest versions of Tableau are pretty good at dealing with this but in older versions if you have a row of data that is duplicated across multiple dates it could also duplicate the result. If this happens either filter on the latest date or use a MIN or AVG calculation.

Resources

Below you can find links to the example files used as well as other useful resource files.

For the data scaffold file your company may have a date reference table in your database for you to use, this is usually a list of all possible dates which you can then group or filter to your requirements. If this exists you can connect to this in the same way as the Excel file above, if it doesn’t exists it’s worth seeing if you can create this in your database as it does come in handy.

Version Control

First Published: 14th January 2021
Latest Tableau Version Referenced: Tableau 2020.4
Contact: alan.m.murray@icloud.com
Updates:

No updates since first publishing

How To Tableau: Date Scaffolding (2024)

FAQs

What is data scaffolding? ›

But what is Data Scaffolding? Alexander Mou describes it here as “a technique to artificially create a data structure for the purpose of visualization. It will either reshape the original data or blend multiple data sources in such a way for better visualization”.

How do you display dates in Tableau? ›

To format a date field in the Data pane, right-click the field and choose Default Properties > Date Format. The date formats in the table are supported when your workbook is connected to a Tableau extract or has a live connection to a data source that also supports the date format.

How do you create a date dimension in Tableau? ›

By default, date dimensions are discrete fields for which Tableau automatically selects a date level when it is placed on a shelf. To make a date dimension continuous by default, right-click (control-click on Mac) the field in the Data pane and select Convert to Continuous.

How do you automatically update date in Tableau? ›

How to Set Tableau Dashboard Filters to Automatically Update to the Most Recent Date
  1. First, in the worksheet, add the date variable to the Rows shelf, set the display level to show the date part you need in discrete format and remove the date filter. ...
  2. Add this new variable as a filter set to True.
6 Mar 2015

What is a good example of scaffolding? ›

Scaffolding is breaking up the learning into chunks and providing a tool, or structure, with each chunk. When scaffolding reading, for example, you might preview the text and discuss key vocabulary, or chunk the text and then read and discuss as you go.

What are 3 scaffolding strategies? ›

Turn and talk — Have students discuss the lesson or a key concept with their neighbor. Small group discussion — Have students discuss an open-ended, guiding question in small groups. The pause method — Briefly pause and ask students a strategic, guiding and open-ended question to further their understanding.

What are the four stages of scaffolding? ›

Guidelines for effective scaffolding
  • Stage 1 – Estimate foundation knowledge. ...
  • Stage 2 – Introduce a new task. ...
  • Stage 3 – Provide appropriate scaffolds. ...
  • Stage 4 – Demonstrate mastery of new knowledge.

How do you properly display dates? ›

The international standard recommends writing the date as year, then month, then the day: YYYY-MM-DD.

What is exact date Tableau? ›

Exact date is a date value, which makes it by default a continuous date. Think of it as a specific point on the timeline. It is the lowest level of detail possible for your data type. For date, it is all the way down to the day level.

What is the data type for date in Tableau? ›

Dates and numbers are treated as text. Nulls are not created. Text is treated as Null. A number is treated as the day in numeric order from 1/1/1900.

Can dates be measures in Tableau? ›

Date fields are only treated as dimensions by default, but you can certainly use a date as measure instead. Measures are aggregated in Tableau, so you would normally compute the max (i.e. latest) date value, or the min (i.e. earliest) data value, or perhaps the count or distinct count of a data field.

How do you use date dimensions? ›

A date dimension contains a continuous range of dates that cover the entire date period required for the analysis. It also includes columns that will allow a user to filter the data by almost any date logic. It can include the day of the week, workdays, weekends, quarters, months, years, or seasons.

What is YYYY MMM DDD format? ›

Date/Time Formats
FormatDescription
MMM/DD/YYYYThree-letter abbreviation of the month, separator, two-digit day, separator, four-digit year (example: JUL/25/2003)
YY/DDDLast two digits of year, separator, three-digit Julian day (example: 99/349)
46 more rows

How do I change the date format in a parameter in Tableau? ›

Edit the parameter > display format > custom > and set it to dd/mm/yyyy.

Is date a dimension or measure in Tableau? ›

Dimensions contain qualitative values (such as names, dates, or geographical data). You can use dimensions to categorize, segment, and reveal the details in your data. Dimensions affect the level of detail in the view. Measures contain numeric, quantitative values that you can measure.

How do I auto fill today's date? ›

Use shortcuts to enter today's date as a timestamp

Press Ctrl + ; to enter the current date, such as 02/30/2021. Press Ctrl + Shift + ; to enter the current time, such as 10:30 AM. Press Ctrl + ; and then the space bar, then press Ctrl + Shift + ; to enter both the current date and time.

Does today () automatically update? ›

The value returned by the TODAY function updates automatically, so the below formula is useful if you want the worksheet to always display the current date, regardless of when you open it.

What are the 3 good characteristics of good scaffolding? ›

First, contingency, fading, and transfer of responsibility are discerned in this review as the three key characteristics of scaffolding.

What are the 3 types of scaffolds? ›

Workers who use scaffolds can be divided into three groups:
  • Suspended Scaffolds.
  • Supported Scaffolds.
  • Aerial Lifts.

What are scaffolding techniques? ›

The Instructional Scaffolding Process
  • Breaking the directions into small chunks.
  • Talking students through the task while they complete it.
  • Grouping students together to talk through the task and support each other.
  • Referring to models of the task where students can gather additional information.

What are the top five scaffolding essentials? ›

10 scaffold safety essentials
  1. Ensure everyone is properly trained. ...
  2. Take the time for prep work. ...
  3. Keep it legal. ...
  4. Know and respect the load capacity. ...
  5. Ensure the scaffold is properly secured. ...
  6. Use guardrails. ...
  7. Inspect and maintain. ...
  8. Good housekeeping.
16 May 2011

What are the 2 most common types of scaffolds? ›

There are 17 different types of scaffolding made from different materials, but the most common materials are wood and steel.

What are scaffolding questions? ›

Let's look at the four questions that every teacher should ask when planning scaffolding for a challenging text.
  • What makes this text hard for my students? ...
  • What scaffolds do my students really need? ...
  • How will I provide support while students read? ...
  • Should I differentiate these scaffolds?
10 May 2017

What is the standard for scaffolding? ›

Each platform must be planked and decked as fully as possible with the space between the platform and uprights not more than 1 inch (2.5 centimeters) wide. The space must not exceed 9 inches (24.1 centimetersm) when side brackets or odd-shaped structures result in a wider opening between the platform and the uprights.

What are the main factors for scaffolding? ›

Scaffold should maintain strength, stability as well rigidity of the structure while the build is in progress. Such software might also provide input on how to ensure safe dismantling, modification or alterations which might be required as the build progresses.

What is the formula of scaffolding? ›

Divide the total height measurement by the height of a single scaffolding section. This will determine the total number of rows of scaffolding the project will require. Multiply the number of rows by the number of columns to find the total number of scaffold sections necessary for the project.

How do you organize data by date? ›

Excel data sorting by date
  1. Select the dates in your spreadsheet without selecting the column headers.
  2. Select Sort Oldest to Newest under Sort & Filter on the Home tab.
  3. You will see the Sort Warning dialogue box. Click Sort: and select the default Expand the selection option. You have achieved the objective.
4 Aug 2022

How do you organize dates? ›

Click Home tab > arrow under Sort & Filter, and then click Sort Oldest to Newest, or Sort Newest to Oldest.

How are dates structured? ›

The default structure is YYYYMMDD (a four-digit year, followed by a two-digit month of the year, followed by a two-digit day of the month).

What is scaffolding in Tableau? ›

In Tableau, scaffolding dates is used to “fill in” missing dates, where these dates actually need to exist in the data source. For example sometimes each date, even those not in the data, need a value for additional calculation.

What is an example of a date value in Tableau? ›

Instead, date values represent the data along a continuous timeline, where you can still group as you choose. For example, May 2018 would contain all dates from May 01, 2018 through May 31, 2018. That data point would represent the sum of the data within that grouping.

What data type should I use for date? ›

Use the Date data type to contain date values, time values, or date and time values. The default value of Date is 0:00:00 (midnight) on January 1, 0001.

What data format is date? ›

Date formats
Common date formatTypeExample using December 31, 2014
YYYY-MM-DDISO2014-12-31
MM/DD/YYYYAmerican12/31/2014
DD/MM/YYYY DD.MM.YYYY DD-MM-YYYYEuropean31/12/2014 31.12.2014 31-12-2014
YYDDDJulian14365

Which data type can be used for date field? ›

The TIMESTAMP data type consists of a date and time, with optional time zone.

How do you find the max date in Tableau? ›

{MAX(DATETRUNC('month',[Last Logged In]))} : This will create the column for the max 'month' date in the data set, which is September (at the time of this post). Next, drag that calculation to the Filters Shelf and select True. And, there you have it!

How do you insert a long date? ›

On a worksheet, select the cell into which you want to insert the current date or time. Do one of the following: To insert the date, type the date (like 2/2), and then click Home > Number Format dropdown (in the Number tab) >Short Date or Long Date.

What is a custom date range? ›

What are custom Date Ranges? Custom Date Ranges allow you to define your own Date Range by selecting the start and end dates, custom rolling Date Ranges, more specific comparison Date Ranges, fiscal calendars, and more. In short, you will no longer be limited to pre-defined Date Ranges.

Is date a fact or dimension? ›

Typically dimensions in a data warehouse are organized internally into one or more hierarchies. "Date" is a common dimension, with several possible hierarchies: "Days (are grouped into) Months (which are grouped into) Years", "Days (are grouped into) Weeks (which are grouped into) Years"

How is date stored in Tableau? ›

For relational data sources, dates and times are automatically placed in the Dimensions area of the Data pane and are identified by the date or date-time icon.

What is the most standard date format? ›

In America, the date is formally written in month/day/year form. Thus, “January 1, 2011” is widely considered to be correct. In formal usage, it is not appropriate to omit the year, or to use a purely numerical form of the date.

What is the size of date data type? ›

The DATE data type stores the calendar date. DATE data types require four bytes.

How do you convert dimensions to dates? ›

To use date functionality, such as grouping by month, use the To Date transformation to change the dimension field type to date.
...
Convert a Dimension Field Type to Date
  1. On the column header of the dimension field, click. ...
  2. In the Date Format field, select the date format to display the dates.

How do I insert a date in Tableau? ›

Right-click (Control-click on Mac) a date field in the Data pane and select Create > Create Custom Date. In the Create Custom Date dialog box, type a name for the custom date, such as Date (Quarter, Year). From the Detail list, select the level you want to show the date at.

How do I add a date stamp to a Tableau dashboard? ›

Open the workbook that contains the dashboard in Tableau Desktop, and then navigate to the sheet for which you want to display the time of the last data refresh. Select Worksheet > Show Title. Double-click the title. In the Edit Title dialog box, select Insert > Data Update Time, and then click OK.

How do I insert a date range picker in Tableau? ›

Follow steps:
  1. In the Data window, click the drop-down arrow at the top right of Dimensions, and then select Create Parameter.
  2. In the Create Parameter dialog box, name the parameter. ...
  3. Under Data Type, select Date & time.
  4. Under Allowable values, select Range.
  5. Click Set from Field and select the date field. ...
  6. Click OK.

How do I create a custom date? ›

Create a custom date format
  1. Select the cells you want to format.
  2. Press Control+1 or Command+1.
  3. In the Format Cells box, click the Number tab.
  4. In the Category list, click Date, and then choose a date format you want in Type. ...
  5. Go back to the Category list, and choose Custom.

How do I insert automatic date? ›

Insert a date that updates automatically

On the Insert tab, in the Text group, click Date & Time. In the Date and time dialog box, select the format you want. Select the Update automatically check box. The date is inserted as a field and will update automatically.

What is date parse in Tableau? ›

The DATEPARSE function lets you clearly define which parts of your field are which parts of a date. In essence, you are creating a map that Tableau can use to translate the string into a date field. This map is referred to as the format.

How do I display a date stamp? ›

To see if your phone has a photo stamp option, do the following:
  1. Open your default camera app.
  2. Find and tap on “Settings.”
  3. Browse for a timestamp option. ...
  4. Tap or slide the “Timestamp” option to the “On” position.
  5. Return to your camera and take a picture to verify the timestamp appears.
31 Jul 2022

How do I Create a dynamic date filter in Tableau? ›

Create Relative Date Filters
  1. Step 1: Drag a date field to the filter shelf. Drag a date field from the Data pane to the Filters shelf. ...
  2. Step 2: Select a time unit. In the Filter dialog box, click Relative dates, and then select the unit of time for the filter. ...
  3. Step 3: Define the date period. ...
  4. Step 4: Watch the view update.

How do you use date parameters in Tableau? ›

Step 1: Create Start Date and End Date Parameters
  1. In the Data window, click the drop-down arrow at the top right of Dimensions, and then select Create > Parameter.
  2. In the Create Parameter dialog box, name the parameter. ...
  3. Under Data Type, select Date & time.
  4. Under Allowable values, select Range.

What does AGG () mean in Tableau? ›

Hi! I think the answer is here: Example – Aggregate Calculation (thank you Matt Lutton for citing above). 'Agg' is an indication that the measure you have added is a calculation that is doing some kind of aggregating. If you want to change the aggregate function, you would change it in the calculation.

Do aggregate functions work with dates? ›

You can use the date and time data types with the MIN() , MAX() , COUNT() functions, the DISTINCT argument to those functions, and the GROUP BY argument to the SELECT() function. An attempt to use SUM() or AVG() with date or time data types returns an error.

How the attr () is defined in Tableau? ›

ATTR() compares all of the values from each record in the underlying data that are grouped into one partition in the view (e.g. a bar, a circle, a cell, etc... ) and if the values are all the same then ATTR() will return that value. Otherwise ATTR() will return an asterisk.

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