Tableau Marketing Project Calendar

A few months ago I asked some colleagues about creating a project deliverable calendar with Tableau. They pointed me to some of the cool things the Tableau community have created.

The foundation and ideas for  this calendar came from Andy Kriebel’s blog post here. Below are some step-by-step instructions to creating this, I hope that folks can repurpose it and find value.

Step 1: Connect to your project data. I’ve exported this into excel for this example calendar but this data can come from anywhere you keep your project data stored.

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Step 2: Right-click drag the date field onto the column shelf and choose MY (Planned Completion Date) discrete.

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Step 3: Right-click drag the date field onto the column shelf and choose WEEKDAY (Planned Completion Date) discrete.

Now we’re cooking:

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Step 4: Right-click drag the Date field onto the row shelf and choose WEEK (Planned Completion Date) discrete. Right click and hide labels for columns.

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Step 5: Right click on the WEEK (Planned Completion Date) and uncheck show header.

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Step 6: Right-click drag the Planned Completion Date field onto the text shelf and choose DAY (Planned Completion Date) and align to the top right.

Step 7: Drag the Campaign Type field to the color shelf and change the mark type to square.

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Step 8: Create a calculated field containing  only the Planned Completion Date field.

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Right-click drag your new calculated field out onto the row shelf as shown below.

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Step 9: Right click the week row and uncheck show header.

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Step 10: Let’s do some heavy duty formatting. Drag the bottom of your calendar out so that it’s more of a square and less of a rectangle or choose the entire view option. Click the size shelf and bump it up a few notches, or don’t depends on the folks that will be digesting this data.

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Step 11: So now that we have a beautiful calendar, let’s make it functional. Drag these fields out onto the marks card: Name, Owner, Owner email and right-click drag MDY(Planned Completion Date).

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Step 12: Now let’s format the tooltip. Click the tooltip box on the marks card and start making this readable and actionable. I’m a fan of minimalism - so I’ll avoid making it too busy.

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And now we have a much more digestible tooltip when scrolling. Let’s also make some actions. Here we can make this calendar powerful, we’ll add actions to landing page, to email the project owner - and if you’re using a web application for your CRM or project management, and they have unique IDs, or full URLs we can send them directly to the campaign or project with URL actions.

Step 13: Add a new worksheet and drag all the level of detail that you’d like to see from calendar items out  onto the rows shelf.

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Step 14: Create a dashboard view and do some desirable formatting.

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Click the Calendar sheet dropdown and choose use as filter. Then click worksheet and go to the actions window. Choose the filter just created and edit. Choose run action on hover and clearing the selection will exclude all values.

Step 15: And now we can cross the finish line!

You can download the workbook for reference here. View the calendar on Tableau Public here.