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.
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.
Embarrassment is the feeling of getting caught doing exactly what you wanted to be doing.
– Author unknown
Today I get to celebrate a new Tableau 8.1 feature and reveal some obsessive compulsive behavior. My firstbigset of posts on this blog were about answering a really common forums question, how to customize grand totals. With Tableau 8.1’s new Two Pass Totals feature, you just might not need those posts anymore!
Though I got to be one of the beta testers for Tableau version 8, I missed an effect of Tableau’s new rendering engine that affects how we customize Grand Totals.
If you’re in a hurry, here’s the key bit: In version 8, if you are customizing grand totals using the table calculation technique from Customizing Grand Totals – Part 2, set the menu item Analysis->Stack Marks->Off. Alternatively, you can use a table calc on the Pages Shelf, read on for that one.
In Part 1 of this series, I introduced one workaround to the issue of getting Grand Totals to show a different value from the Tableau defaults, by using two worksheets – one for the detail rows and one for the Grand Total row – on a dashboard. That method has a few limitations, the biggest being that it can’t handle Subtotals. Here, you’ll learn two additional techniques for customizing Grand Totals and Subtotals in a single worksheet, and their limitations: using MIN() and MAX() to test for the Grand Total row, and using a table calculation with a duplicated dimension. Continue reading →
Of all the questions on the Tableau forums, one of the more common ones is that people see the Grand Total and/or Subtotal rows – the ones created by going to the Analysis Menu then choosing Totals->Row/Column Grand Totals – not providing the results that they’d expect. And then, of course they’d like to have the total rows provide the desired results. For example, the measure might be a Count Distinct or an average, and the desired total is the sum of all the returned values and not what Tableau generates. Continue reading →