I have an Alteryx workflow that will output to different tabs in an excel workbook. These tabs will essentially be deleted and a new tab will take its place with the most current outputted information once the workflow is ran.
I would like to automate the plotting of this data set with a properly configured chart in another tab that dynamically references the data found in the tabs that are being updated from running the Alteryx workflow.
Essentially, once the data set updates, the chart will reflect these changes.
How can this be done? Is VBA required?
EDIT: More information
There are 2 tabs that Alteryx will output to. There will be no additional tabs created other than the 2 tabs.
When the Alteryx workflow is ran to update the data, each tab is deleted and recreated with the updated information
Workbook is closed when Alteryx is ran
The information from each tab is plotted separately
I was thinking that either powerquery (no experience with) or VBA could solve this issue. My vision of the solution would be a macro that is ran everytime the data is updated to plot the data.
Related
I need to create some visualizations based on departmental metrics to show quarterly progress of projects. I can upload the excel file and develop what I need. My question is how can I save these worksheets and dashboards, perhaps in some sort of a template, so when more data is entered into the excel file (current quarter progress) I can upload the revised excel file back into Tableau and use the same worksheets and dashboard to display the updated data?
No columns are changed within the excel file, we are just adding additional rows of data or updating dates in existing columns as projects pass milestones.
I am using Tableau Desktop 2019.4.3
I am very new to using Tableau and am looking forward to learning more. I hope my question makes sense and appreciate any feedback.
Actually you just need to replace the "old" excel file from the datasource pane.
Once you saved your twb/twbx file, when you get the new version of the file, just go to the datasource pane and replace the previous file with the new one.
If the structure (column names and types) is the same, your entire workbook (both worksheets and dashboards) will update.
[I assume you're talking about your worbook using just Tableau Desktop]
I have a existing chart in pptx file, i just want to update its values on daily basis, these charts are already plotted from excel and paste into pptx, i just want to modify the charts ,
but i don't know how many properties are there in charts like series, category and title properties.
i am able to print the chart series and category data, but when i modify these with chart.replace_data(chart_data)
i am getting error like below
return self._chart_part.related_parts[xlsx_part_rId]
KeyError: 'rId4'
I ma using below code to print the values ,
for series in chart.plots:
for i in series.categories:
cat_list.append(i)
for series in chart.series:
for value in series.values:
ser_list.append(value)
the graph looks like below
How can i modify such graphs with updated values which i will be passing from excel to pptx.
I suspect the problem is rooted in the "pasting from Excel" step.
One thing you can try is to right-click on the chart and choose "Edit values in Excel". If that doesn't work for any reason, that would explain the error you're seeing. If it does work, try saving and run the python-pptx code against the saved version.
An alternative, perhaps more reliable fix would be to recreate the chart natively in PowerPoint, starting from adding a new column-chart and adjusting it until you get what you see here. Then you should be able to update it daily with pretty much the code you mentioned (although your ser_list variable will accumulate values for all series in the chart if there is more than one).
To understand why this could be happening, it's important to observe that a chart does not have to have an Excel worksheet "behind" it. It can, and perhaps does in this pasting case, simply have fixed literal values that are embedded in the chart XML itself. The up-side of this is the pasting operation doesn't need to create a whole Excel spreadsheet, which might be tricky in a cut-and-paste context. The down-side is the values can't be conveniently changed using the standard methods.
I haven't tried working with one of those lately so I don't know if editing and saving the data adds a new Excel object created from the embedded values or not, but this might explain the behavior you're seeing.
I'm trying to create an excel workbook where updates to a master spreadsheet will be automatically reflected onto worksheets within the same workbook which derive from filtered data from the master spreadsheet.
I tried resolving this issue by creating links between rows from the master spreadsheet to the derivative worksheets. Since they are tables, however, they will constantly be filtered which I have discovered breaks the links. Since the links were row-dependent, I cannot think of a way to be able to link all of them without constant breaks. Is there a way around this issue despite the fact that there are many variables at play?
Consider using PivotTables.
Drag all relevant fields to the row area (turn off all (sub-)totals) and the field you wish to filter for as the page filter.
Select the Options dropdown on the Pivot table Analyze contextual ribbon tab and choose "Show report filter pages".
I know this is a little backwards, but unfortunately this is what I have to do based on what I have to work with. Essentially we are getting data from one place, putting it into Excel and then running some pivot tables and then copying and pasting the results to Sharepoint. There is no way of getting the data into SharePoint from its initial source.
So here are the steps I have to do on a daily basis:
Go into 3 lists on sharepoint and delete the current data in there
Copy the data from each excel table and then paste it into the associated SharePoint list
Go into the Titles, etc part of SharePoint and update the file name to append the current date to it(ie change it from Data05032017 to Data 05042017)
I would like a way of automating this on a daily basis from Excel by simply pressing a button via VBA or if there is a way I can accomplish this wia linking somehow that would work too(not sure if its possible, I know you can link from SharePoint to Excel but unsure if you can go in the reverse direction).
So I first would like to know if this is possible and then if it is, how I go about doing it.
I'm experiencing a problem with Excel Services and charts:
If in my excel pivot chart I use the default style, when publishing the excel to sharepoint all goes well. When I try to make some customization on the pivot chart (e.g. add data labels) they are kept unless the pivot data is updated adding a new row.
Specifically, I have pivot data with dates as rows and the filter is saved on "Today". When the day change, my chart style is lost (reverted to the default one).
Does anyone know about this odd behavior? Is there some setting in excel or Excel Service I'm missing?
Thanks
In client Excel, refreshing the pivot table often reverts formatting of the table and related chart to the default. Microsoft doesn't quite admit it's a bug, but suggests recording a macro when you reformat your chart, so you can rerun the macro. I suppose this doesn't help in Excel Services.
I ran into this same problem when I tried to make my data labels vertical. I found that you could prevent it from happening if you saved your chart design as a template. So the steps for the workaround are
1. Style the chart as you want it to look.
2. Go to the Design tab of the PivotChart Tools group.
3. Hit the 2nd button to the left labeled Save as Template
4. Save the template, the name and the location don't seem to matter.
5. Then save back to sharepoint, now your style will stay even as you save.