Saniya, welcome to the forums! Since you are new here I suspect you scrolled right by the Suggested Reading on the right:
I highlighted the two probably most relevant to your question.
Now to your question. You can get the 'original breakdown' by using LOD expressions. But you didn't mention which version of Tableau you are using (most posters don't), so we can't be sure if this is an option for you.
Good news: The chart and filter functionality you described sound very doable. All we need is a sample packaged workbook to show you how. (You can probably use the Superstore dataset to duplicate your situation.)
Instead of using a table calculation for your percent of total on the second chart, trying using a level of detail calculation to give you your percent of total (only available v9.0 and after).
Check out the 4th example on this link ^
Hope that helps!
So I think you can achieve this by creating 2 filter actions (one a highlight action) and the other a proper filter action.
First set up the 'highlight action'. Set the Source and Target sheets to be your Pie Chart Viz, and click 'Fruit Type' (in your example) in the Target Highlighting. This way 'Apples' will be sent as a highlight to all your Pies.
Next set up a filter action. The source will be your Pie Chart Viz, and the destination your table of products. Again you can set the Target Filter to only send the 'Fruit Type' dimension, or leave it blank and it will send the 'fruit type' and store combined.
Let me know if that doesn't do the trick, or doesn't make sense.
And I was so trying to train the new gal. Well at least you didn't create and post a packaged workbook for him.
Specifically for Simon - so I believe I've done this (trying to keep up with my own analogy and compare it to the actual is getting confusing!) - wouldn't this mean I would have to filter twice, essentially? Once by color and once via the quick filter dropdown?
Shawn, working on creating a similar example using the superstore, so I'll post that soon. Also *her
Shawn, thank you for this! My apologies for not clarifying the version - I am using both 9.1.0 and 9.0.6, though mostly the latter, as I need to use the older version to be able to publish on the company's server
thank you for the quick replies!
As Shawn suggested, I created a basic version of what my question entails using superstore - right now, when I hit "use as filter" on the pie chart on Dash 1, it only highlights that one piece under one state, rather than the same colored piece across all states. Subsequently, it only filters the "Related Table" according to that one piece, rather than the same piece across all states.
Is there any way for me, ideally, to use the pie chart as a filter such that it selects all of the same color across all states AND filters the table below accordingly?
Thanks so much!
...I'm too soft!! (my cats run rings around me!!).
...working on creating a similar example using the superstore, so I'll post that soon.
...Looks like training and answer achieved!!
The other problem - if I use a color and a quick filter, it involves two actions which isn't ideal
If I use just the quick filter, the percents in the pie chart change to "100%" - as seen in attached.
...Looks like training and answer achieved!!
(I'm leaving this to you Simon, just so we don't duplicate effort.)
...I didn't realise you also wanted to use a 'quick filter'. In which case, if you are using a quick-filter, and still want the %age maintained you would need to use LoD (the example Matthew posted does exactly that).
...Sorry Shawn! - here a workbook showing what I mean, based off superstore.
Send seperate actions.twbx 350.8 KB
so do you want to only filter by colour (or use the quick filter too). In the solution I sent, you just click on the pies. As the Pie to itself is a highlight filter it doesn't filter out the data and so highlights the selected 'segment' in all the pies, but retains the correct %age. Clicking on a colour in the pie, also sends a 'real' filter, but only to the bar chart below. Even though its set up as 2 actions, both are performed by a single click.
Let me know if you want to be able to use the 'quick filter' as well, and we can solve that one with LoDs
Thank you! this is perfect - for now I think this works better than using a quickfilter so I should be set!
One last question -even though now I have the color and the data set up like you've done, the chart I have below (which I turned into a bar chart rather than a table) shows up grayed out. It does filter correctly, but still is grayed out rather than showing up normally. Any reason why that might be?
It sounds like the 'highlight action' is also sending the action to your bar-charts. If you look at the below image, I only have the Pie Charts selected for both Source and Target (it's sending an action to itself)
Attached is this applies to your example, so you can check your set up.