2023: Week 48 - Solution


Solution by Tom Prowse and you can download the workflow here.


Step 1 - Selected Reporting Year

First step this week is to input the data and then create a parameter that will allow the user to select a reporting year. 

The parameter should be a whole number with the options of 2020, 2021, 2022, 2023, & 2024 to choose from. 



We can then use this in our workflow as a calculated field containing just this parameter: 



From here we can utilise this field to create a start and end date for the selected period. 

For the start date we use the following calculated fields: 

Start
DATE(DATETRUNC('week',MAKEDATE([Year]-1,2,1),'Monday'))

This will find the Monday before the 1st Feb.

End
MAKEDATE([Year],12,31)

The end date is always the end of the selected year.

Step 2 - Reporting Year

Next we want to fill out the dates for the reporting year by first calculating the start of the reporting year:

Start of Reporting Year
DATE(DATETRUNC('week',MAKEDATE([Year],2,1),'Monday'))

Then we can use the 'New Rows' step to fill in the dates between our Start and End dates. 



Now we have the fully filled in table we can create a reporting year field based on the logic in the requirements. 

Reporting Year
IF [Calendar Date]<[Start of Reporting Year]
THEN [Year]-1
ELSE [Year]
END

At this stage we can remove all of the fields so only Calendar Date and Reporting Year are remaining: 



Step 3 - Reporting Day, Week, Month

Next we can calculate the other date parts based on the calendar dates.

Reporting Day
This is a rank calculation grouped by Reporting Year:



Reporting Week
First we need a to flag when a new week starts using this calculated field: 

New Week Flag 
IF [Reporting Day]%7=1
THEN 1
ELSE 0
END

Note, the % is the modulo operator - more info here.

Then we can use this to calculate the reporting week by using a running calculation. In the running calculation we group by reporting year, order by calendar date (asc), then use the New Week Flag to compute the running sum: 



Reporting Month 
For this we can utilise the CEILING function to round the reporting weeks when they have been divided by 4.

CEILING([Reporting Week]/4)

Then finally we can limit the table so that it is only showing the dates from the parameter that we selected at the start of the challenge. We can use the parameter in a filter calculation where YEAR([Calendar Date])=[Parameters.Calendar Year]

The final output should look like this (when 2023 is selected): 


You can download the output from here.

After you finish the challenge make sure to fill in the participation tracker, then share your solution on Twitter using #PreppinData and tagging @Datajedininja, @JennyMartinDS14 & @TomProwse1

You can also post your solution on the Tableau Forum where we have a Preppin' Data community page. Post your solutions and ask questions if you need any help! 

Popular posts from this blog

2024: Week 1 - Prep Air's Flow Card

Image
Created by: Carl Allchin Welcome to a New Year of Preppin' Data challenges. For anyone new to the challenges then let us give you an overview how the weekly challenge works.  Each Wednesday the Preppin' crew (Jenny, myself or a guest contributor) drop a data set(s) that requires some reshaping and/or cleaning to get it ready for analysis.  You can use any tool or language you want to do the reshaping (we build the challenges in Tableau Prep but love seeing different tools being learnt / tried). Share your solution on LinkedIn, Twitter/X, GitHub or the Tableau Forums Fill out our tracker so you can monitor your progress and involvement The following Tuesday we will post a written solution in Tableau Prep (thanks Tom) and a video walkthrough too (thanks Jenny) As with each January for the last few years, we'll set a number of challenges aimed at beginners. This is a great way to learn a number of fundamental data preparation skills or a chance to learn a new tool — New Year...
Read more

2023: Week 1 The Data Source Bank

Image
 Created by: Carl Allchin Welcome to a New Year of Preppin' Data. These are weekly exercises to help you learn and develop data preparation skills. We publish the challenges on a Wednesday and share a solution the following Tuesday. You can take the challenges whenever you want and we love to see your solutions. With data preparation, there is never just one way to complete the tasks so sharing your solutions will help others learn too. Share on Twitter, LinkedIn, the Tableau Forums or wherever you want to too. Tag Jenny Martin, Tom Prowse or myself or just use the #PreppinData to share your solutions.  The challenges are designed for learning Tableau Prep but we have a broad community who complete the challenges in R, Python, SQL, DBT, EasyMorph and many other tools. We love seeing people learn new tools so feel free to use whatever tools you want to complete the challenges.  A New Year means we start afresh so January's challenges will be focused on beginners. We will u...
Read more

How to...Handle Free Text

Image
Free isn't always a good thing. In data, Free text is the example to state when proving that statements correct. However, lots of benefit can be gained from understanding data that has been entered in Free Text fields. What do we mean by Free Text? Free Text is the string based data that comes from allowing people to type answers in to systems and forms. The resulting data is normally stored within one column, with one answer per cell. As Free Text means the answer could be anything, this is what you get - absolutely anything. From expletives to slang, the words you will find in the data may be a challenge to interpret but the text is the closest way to collect the voice of your customer / employee. The Free Text field is likely to contain long, rambling sentences that can simply be analysed. If you count these fields, you are likely to have one of each entry each. Therefore, simply counting the entries will not provide anything meaningful to your analysis. The value is in ...
Read more