I. Introduction to Data Optimization

·       Goal: Transform a cluttered hair accessory production report into a clean weighted percentage of goal summary.

·       The Problem: Each employee has multiple rows for different products (hair clips, hair sticks). A simple average doesn't account for the "weight" of time spent on each task.

·       Resources: Follow along with the provided Tableau Public workbook, color-coded to match the technical documentation.

II. Advanced Calculated Fields

·       LOD Calculation: We start with an LOD (Level of Detail) expression to find the total hours per employee, regardless of the product type, using the FIXED function.

·       Weighted Percent of Goal: This complex calculation ensures that the most productive tasks (where the employee spent the most time) carry more weight in their final score.

III. Cleaning the "Mess" with Table Calculations

·       The Challenge: Even after calculating the weighted goal, Tableau still displays a row for every product, resulting in redundant data.

·       The Solution (LAST Function): We create a calculation called "Weighted Last Row of Partition" using the formula LAST() = 0.

·       Compute Using: By setting the table calculation to Compute Using > Pane Down, we can filter the view to show only one row per employee—the final calculated result.

IV. Final Minimalist Formatting

·       Streamlining the View: Drag the final "Weighted Percent of Goal" to the Text tile and remove unnecessary "Measure Names" and "Measure Values."

·       Finishing Touches: Hide field labels for rows and clean up headers to move from a technical worksheet to a polished dashboard element.