The key to this I guess is sets - that's how you do a nested sort. The attached solves the first point - to a degree - I had to manually color all of the members of a set according to the product. You could then fake a legend. The second point - I can't get my head round because I can't use a function that creates an 'other' bin in combination with [Group] to make a set to solve the sort issue
Product question AK.twbx.zip 15.6 K
1 of 1 people found this helpful
So I can create a fake set of course by just concatenating - this actually works, and you can use another calculation to blank out the labels for the others. You still have to set colors manually.
I've added the break point as a parameter so you can see the effect of changing what counts as 'other'. I've also reversed the order - I think it looks better with the grey trail of other. Finally, I added a border to each segment so that you can still see how other breaks down.
Excellent - thanks alot! Pretty much what I was looking for.
Only thing left really is trying to figure out how to sort out the legend. The current titles in the legend aren't overly friendly ("Group 1, Product A") etc - when all you really want is just "Product A".
It seems that you can theoretically edit the aliases for sets (I say theoretically, because when using Tableau 7 editing aliases causes the programme to crash - http://community.tableau.com/thread/116297 - apologies for taking the liberty of reposting your workbook).
However, it seems that with your "Fake data" sample (ie with the parameters etc), you can't change the names in the legend. Can you think of any way of getting around this one?
The only way I can think of doing this is to create a sheet with just a legend:
And then stick this on a dashboard with the proper one - you'll then have to hide missing products, change one product to 'Other', and recolor all of them to match - less than ideal if the data is changing. Maybe there's a completely different way of doing this that solves both, but I can't think of it.
How about something a bit more dynamic, that uses custom table calcuations, as in the attached.
I also added a parameter so you can adjust the percent "Other" threshold.
So much nicer Joe. How do set the sort to keep the large category of other at the far right side?.
The mark type is a Gantt bar, with the bar segments location calculated with a running sum of the percent of total, with a nested sorting performed in the advanced compute using dialog with both dimensions on the addressing side (to get the effect of using the set for the compute using for sorting), and the restart every set to Group. There are a few other routes to get this result as well. When looking at the workbook, be aware that some of the table calc pills are nested table calcs, with multiple compute using settings for their formulas.
Hey Master Joe, let's revive this post for two short questions. I'm facing pretty much the same problem, but with two minor differences that I'm not able to resolve. The first one is that I want the raw data, meaning that once I apply a SUM(Number of Records) over a specific dimension I get the data in the same format as in Kevin's file. I don't have any idea why is not working in this way. Secondly, I'd like to group dimension members that have a Running Percent of Total of, for example, 80% or higher, instead of those with percent of total lower that a particular threshold. Why? because I trying to analyze the pareto, and not the less relevant (In some cases if I add up all those little fractions might sum a big percentage)