3 Replies Latest reply on Sep 3, 2012 5:20 AM by Jonathan Drummey

Auto Group, Top 10 + 'Rest' for a Pie

Nathan Schofield Mar 31, 2012 8:45 PM

Hi,

I want to be able to have a calculation(?) or something automatic that will keep the Top 10 and group 'Rest'. The reason I need 'Rest' is to put the data in a pie.

I have used the filter to select Top 10, but this of course does not keep the 'Rest', which I need for the Pie.

I want to do this automatically as I will be refreshing this workbook with a new set of data each week and want to streamline the process.

Attached is an example workbook. To explain the tabs:

Data: - an example of what the raw data looks like
Manual Top 10 Pie using Group - an example of how I achieved what I wanted [manually] grouping the data
Data to auto group for pie - this is the data behind the pie that I want to display, ready for you to play with...

One step even better would be to have a parameter that had a slider with Top X. If you're solution is tricky, please show me how to include this.

Regards,

Nathan

Auto Top 10 + rest.twbx.zip 33.1 KB

1. Re: Auto Group, Top 10 + 'Rest' for a Pie

Tracy Rodgers Apr 3, 2012 12:48 PM (in response to Nathan Schofield)
Hi Nathan,

I have reattached your workbook with instructions on what I think the desired outcome is. Hope it helps!

-Tracy

Auto Top 10 + rest.twbx.zip 42.0 KB
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2. Re: Auto Group, Top 10 + 'Rest' for a Pie

Nathan Schofield Apr 5, 2012 10:17 PM (in response to Tracy Rodgers)
Hi Tracy,

Thank you for your detailed reply. I have implemented it for the data source I will use(confidential data hence my dummy data workbook) but still have two outstanding questions, I think they are related:

1) How do you get the sort order correct. I only have option to sort by 'Data Source Order' and this produces something like the attached file.
2) From what I can see this does not 'group' the data, but rather renames it. When you hover over a 'rest' grouping it will show the details of one of the many items grouped in rest (i.e. and not the 'Rest' total). Is there another way to group the 'Rest' Category together?

Regards,

Nathan

Tableau Pie.png 50.6 KB
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3. Re: Auto Group, Top 10 + 'Rest' for a Pie

Jonathan Drummey Sep 3, 2012 5:20 AM (in response to Nathan Schofield)
Here's an alternative, that uses a similar starting approach to the above but adds one more step of indirection that enables us to draw N+1 slices instead of a slice for every Parent, and along with that able to show more details on the mark labels, etc. The worksheet is based on this Joe Mako post: http://community.tableau.com/message/128357#128357.

I created a bar chart version as well. Note that the hidden headers are required to make the sorting work properly, since Tableau can't sort by measures that are table calculations (but it will alphanumerically sort discrete values regardless of their source).

Jonathan

Auto Top 10 + rest jtd edit.twbx.zip 97.0 KB
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