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How create a calender with tableau?



I posted a calendar to tableau public, which I have done with Tableau 9.3.

In my first blog I would like to share with you the steps for creating a calendar. The data sources and calendar you can find here.

There are different reasons to use a calendar in tableau e.g.

  • You can create your own calendar with an individual format and a lot of appointments. So it will help you make planning better. 
  • You can also analyze things with calendar, if you drop&down a relevant dimension in order to show successful or not successful days. 
  • To create such things is just a training and will help you use dimensions&figures on another way.

And thi is my approach:

I created a spreadsheet in excel with three columns:

  • Date 
  • Type of holiday 
  • Holiday



The column "Type of holiday" is necessary in order to make differences between private and official holidays. With the spell "C" I marked all private birthdays and with the spell "F" all official holidays.

In the column "Holiday" I described the holidays.

  • Go to Tableau and open you excel source. Duplicate the "Date". 
  • Draw both dimensions to the column and change the formats

a) Year to Month/Year [Right click on the dimension and choose "user-defined"]

b) Year to Weekday



  • Drop "Date" and "Date (Copy)" to the row and change the format

"Date" to "Week"
"Date (Copy)" to "Week"

"

  • Drop "Date" to the "Text" and change the "Year" to "Day"
  • Change the format of graph to "Square"



  • Now put "Date" to the "Filter" and chose only one month
  • Right click on the "Date" in the row and deactivate a hick by "Display header text"




  • Change the size and the colour as you wish


I hope it was helpful for you. Let me know what is for do you use the calender in tableau....


You can also create the whole year as a calender on one page. Check out this video and this blog post.
Best regards


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