Sunday, November 13, 2011

Where's the Money Go?

Topics covered: Calendar controls, Calendar visualizations


I've always been disappointed in Tableau for not having a built-in calendar view. Fortunately it's remarkably easy to construct one yourself using Tableau's wide array of date functions. All you need to get started is a data source with at least one date field.

As it turns out, this knowledge came in handy for a personal project I've been working on.  I recently moved into the city from the far-flung suburbs of Virginia, and have been noticing my wallet feels a little lighter than usual. Even taking into consideration the usual suspects (higher rents & grocery costs) it didn't seem like I should be seeing quite this much damage to my bottom line.

I decided what I really needed was two things:  A quick visual to let me identify days of above-average spending, and a breakdown of category spending by year and quarter.  Below is what I came up with using data from one of my credit cards (lowered by a random factor for privacy reasons).  If you want to learn how to set up your very own calendar control, read on after the jump.