10 Replies Latest reply on Nov 18, 2015 10:31 PM by galaxy.tab

    Sorting Help

    galaxy.tab

      Hi,

       

      I am working on the attached file. I want to provide the user a sort option for the "Calc_Sales" calculation. How can I achieve this ?

       

      So I will need on mouse hover over the header a sort option like the sales field.

       

      Thanks

        • 1. Re: Sorting Help
          Rahul Sachdeva

          Hi Galaxy Tab

          What you can do is, click on the column "Calc_Sales" and select any of the sorting options(Ascending or descending).

          Please find the attached image for help.

          • 2. Re: Sorting Help
            galaxy.tab

            I will not be showing the command window in the tooltip.

             

            I want it like the sales column. Is there a way I can achieve it ?

             

            Thanks

            • 3. Re: Sorting Help
              Mark Fraser

              Hi Galaxy

               

              The calculation... I would use the inbuilt table calculations

               

              Instructions -

              Remove the calc_sales field

              Right click sales - quick table calculation - % of total

              at this point, everything should say 100%

              Right click sales again - compute using - sub-category

              go back to the left menu, and double click sales, this will add the original field back in, you can swap the ordering as you need.

              You should end up like this: (I amended the title % of total)

              As for the sorting button (on the 2nd field) - I assume because % of total is derived from sales, only Sales has the sort.

              % of doesn't really exist - its calculated from Sales, therefore Sales is the driver for sorts as the % of will naturally follow the Sales sort.

               

              As Rahul mentions above, you can sort via % of total but its in the tool tip, and an extra step...

               

              Hope that helps and is clear!

               

              Cheers

              Mark

              • 4. Re: Sorting Help
                galaxy.tab

                Thanks Mark. So I want to know how to sort sales field in descending order. Since in my data I am not getting the proper sort.

                 

                So the sort breakup is based on the category. For every category shown it must sort independent blocks in descending,

                • 5. Re: Sorting Help
                  Mark Fraser

                  So the sort breakup is based on the category. For every category shown it must sort independent blocks in descending,

                  Hi Galaxy

                   

                  If I understand correctly - you would sort the category field based on descending sales... here is how

                  Right click the dimension you wish to sort on

                  then apply the settings, we want descending, based on sum of Sales

                  press OK

                   

                  end result

                  Is that what you wanted?

                   

                  You can make it as easy or complicated as you wish - you can create ranks (using LOD) and sort based on those... depends on need. This maybe useful > Maintaining Rank and Sort with a Lower Level Dimension

                   

                  Cheers

                  Mark

                  • 6. Re: Sorting Help
                    galaxy.tab

                    Thanks Mark.

                     

                    So the order of category will be alphabetical. Only the sales will be shown as descending grouped by country.

                     

                    Hope I am able to explain correctly now.

                    • 7. Re: Sorting Help
                      Mark Fraser

                      Tableau sorts dimensions in the order they are placed, starting from the left working right

                      So in the below we would sort category first, then sub-category

                      So the order of category will be alphabetical. Only the sales will be shown as descending grouped by country.

                      To get multiple sorts -

                      Right click Category - sort alphabetically (1)

                      Next right click sub-category/ country (the 2nd field) and sort that on sales descending (2)

                       

                      Which gives us the below...

                      Category Furniture, Office, Tech - alphabetical

                      Sub Category - 95, 60, 30, 28 descending sales

                       

                      By doing it that way, if we had a new category/ sub-category it would automatically apply the same sort to the new data to give consistency...

                       

                      Is that all clear?

                       

                      Cheers

                      Mark

                      • 8. Re: Sorting Help
                        Rody Zakovich

                        Not sure if this is relevant, but I wanted to add this link/video on for the thread.

                         

                        You can have nested sorting by creating a calculated field that combines dimensions, then sorting on that the calculated field.

                         

                        Tableau Tip Tuesday: Two Techniques for Nested Sorting

                         

                        Depending on the situation, this can be much easier than implementing Ranks.

                         

                        Regards,

                        Rody

                        1 of 1 people found this helpful
                        • 9. Re: Sorting Help
                          Mark Fraser

                          Always useful to have your input Rody

                          • 10. Re: Sorting Help
                            galaxy.tab

                            Thanks Rody , Mark.

                             

                            Used the nested sort tab. The combined field method works fine for most of the categories. But for some of the categories the sorting is not correct.

                             

                            The measure in use is from excel and not a direct field but a CASE calculation , when selected displays measure.

                             

                            Thanks