Recently I inherited a workbook that was a joy to work with – why, you ask? The developer added comments to each calculation, thereby providing explanations to the nuances for each metric. What a gift! For today’s Tableau Tip, I will show you three different ways to leverage this technique.
In the calculation editor dialog box, add comments by starting the line with two forward slashes, as depicted in this screenshot:
The second method is a slight modification of Option 1 and works beautifully when the comment is long & detailed. Simply begin the comment with one forward slash and an asterisk and complete the comment with an asterisk and a forward slash.
The third option involves one more step but allows you to view the comments without opening the calculation editor dialog box. To follow this method, click on the calculation in the data pane and utilizing the drop-down menu, select Default Properties, Comment. This opens a dialog box where you can add your comments. Best to keep it brief, as these comments will appear when you hover over the calculated field in the data pane.
Voilà! Three easy ways to add notes to help yourself and others when revisions to a workbook are needed (as they often-times are!)
Happy Vizzing, folks!