9 Replies Latest reply on Dec 16, 2014 9:35 AM by Eric Patterson

How to hide values of an aggregated column from different datasource?

Priyanka Patnaik Oct 9, 2013 6:26 AM

Hi,

I have two datasource (sales & Invoice) and the common field for both datasources are "region". I have taken invoice data as measure, aggregated at region level. but when i drill down the hierarchy to sub-region, i want invoice to show only the sub-total and rest will be hidden.

Desired output as as attached jpg format.

I have also attached the workbook for you understanding.

Please let me know how to achieve this. I tried a lot.. however cudn't succeed.

Regards,

Priyanka

Hide Sales Figures for Sub- region.twbx.zip 38.0 KB
Desired Output.jpg 39.1 KB

1. Re: How to hide values of an aggregated column from different datasource?

Priyanka Patnaik Oct 9, 2013 11:35 PM (in response to Priyanka Patnaik)

Hi Tableau team,

A quick reply will be appreciated, as this is urgent.

Thank you.
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2. Re: How to hide values of an aggregated column from different datasource?

Prashant Sharma Oct 10, 2013 12:47 AM (in response to Priyanka Patnaik)

Hi Priyanka,
I do not have Tableau with me now but i think you can achieve the same with following steps:
1) Create a calculated field Index()
2) Create another field with query - If Index() = 1 then Windows_Sum(sum(Sales)) end
3) Put Index in row & choose compute using Region
4) Also put above calculated field in row self & i think this will show value at the first row. Now, hide Index() & according to your requirement choose the correct position of showing the subtotal(above calculated field) but this will not show values at the subtotal section.
If this will not work for you, i will revert back to you when i will reach at my workplace.

Warm Regards,
Prashant Sharma - India | LinkedIn
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3. Re: How to hide values of an aggregated column from different datasource?

Priyanka Patnaik Oct 10, 2013 1:31 AM (in response to Prashant Sharma)

thank a lot Prashant! This is working accurately when i calculate If Index() = 1 then (sum(Sales)) end
but when i roll up to region, the calculation throws error. i tried computing this new calculation on the region hierarchy, either drilling up to region or drilling down to sub-region, the calculation should show me result based on the level of hierarchy. However, unable to achieve it..
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4. Re: Re: How to hide values of an aggregated column from different datasource?

Prashant Sharma Oct 10, 2013 3:43 AM (in response to Priyanka Patnaik)
Hi Priyanka,
1) If Sales & Invoice are coming from the same data source then join these in a single data connection because when we calculating sub-total for secondary data source then it is showing wrong values. I will ask this question to the community that why this is happening. Taking single source is in the best practice.
2) I calculated 2 fields which are two subtotal of invoice & sales. I know this is not your requirement but you can also like this. I removed all the sub total & showing those in nearby column. When i am showing sub total then invoice is showing correct answer but Sales is not.
Please let us know if this will also not working for you.

Warm Regards,
Prashant Sharma - India | LinkedIn

Hide Sales Figures for Sub- region.twbx.zip 38.6 KB
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5. Re: How to hide values of an aggregated column from different datasource?

Priyanka Patnaik Oct 10, 2013 4:59 AM (in response to Prashant Sharma)

This is good!! But i want the calculation to work while i am drilling up or drilling down in the region hierarchy.
And as per my requirement, the sales and invoice are from different datasources. Can't change.
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6. Re: How to hide values of an aggregated column from different datasource?

Prashant Sharma Oct 10, 2013 10:50 AM (in response to Priyanka Patnaik)

Hi Priyanka,
I tried it but i do not think that this is possible in Tableau but people over here are really creative. May be someone will make this possible.

Warm Regards,
Prashant Sharma - India | LinkedIn
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7. Re: How to hide values of an aggregated column from different datasource?

Priyanka Patnaik Oct 22, 2013 6:07 AM (in response to Prashant Sharma)

well i believev no one has figured that out.. anyways.. thanks prashant
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8. Re: How to hide values of an aggregated column from different datasource?

Prashant Sharma Oct 22, 2013 6:23 AM (in response to Priyanka Patnaik)

Hi,
Actually your requirement is not possible in tableau. But if you can include that column in dashboard may be with the help of creating some actions you can achieve the same. Try this too.

Warm Regards,
Prashant Sharma - India | LinkedIn
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9. Re: How to hide values of an aggregated column from different datasource?

Eric Patterson Dec 16, 2014 9:35 AM (in response to Priyanka Patnaik)

Priyanka Patnaik

I found this article from a community search since it applies to the same thing I was trying to achieve. I have to use a customer id as one of the "linking" data pieces between two data sources but do not want customer id to show in the table/report. I found out if I right click on customer id in the table then I can get a hide option. The issue is, that is only for that specific piece and I want to have some sort of worksheet wide hide customer id values.

Did you figure out a work around for this when you were working on a solution a year ago?

Thanks.
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