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Keeping a Value in Totals Whilst Excluding from Quick Filter List
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Over at Peter Gilk’s Paint by Numbers blog there was a question on this post on filtering while retaining results. Here’s the what Jeremy asked:
May I ask if it would be possible to get a detailed explanation of applying this principle to a different type of data?
For example, I would like to see the US Sales totals, and have the ability to filter it to a US state without the ability to select a US territory (Guam, Puerto Rico, etc), but to have the US territory sales remain in the US national totals. How could I do this?
In this short post I cover two different techniques how to do this using a self-data blend and LOD expressions, respectively.
LOD Expressions and Separate Custom Grand Totals for Rows and Columns
Here’s a how-to based on a recent request in the comments from my earliest custom Grand Totals post. The user asked how to have the Grand Total show a Sum of the measure for the rows and the Average of the measure on Columns, like so:
We’ve got at least a couple of different solutions for this problem, in this post I’ll demonstrate one solution with table calculations that will work with any recent version of Tableau and another with Level of Detail expressions that will work in version 9 onwards.
LOD Expressions and Custom Grand Totals: Replacing Table Calculations and Self-Data Blends with LOD Expressions
I’ve been trying to figure out how to write about this one, I think I finally have a simple enough scenario to describe: In my world of healthcare delivery, I have things like different payors where I want to know what % of the population is covered by a certain payor (like Medicare and Medicaid), and I don’t really need to show anything about the rest of the population other than have the raw numbers available in the computation. Using Superstore, we can do a equivalent modeling of that using Customer Segment as a stand-in for a set of possible distinct conditions for each patient (Customer). So I want to know what % of total Sales are in a given Segment, being able to filter for any set of Customer Segment(s) I want, and show the sum of the % of total Sales for only my filtered Customer Segments. Ideally ending up with something like this:
Read on for how this goes from relatively difficult in earlier versions to relatively simple in Tableau version 9.