Matt, go ahead and start a new thread, mention that you need the workbook made in 6.0, and it is okay to make up sample data, as long as it is representative of your situation, and I or someone else can provide help.
I managed to make it work with a countd if you would like to email me directly (so as not to add to this thead) feel free to do so. the way I did it may not be optimal (and I may change it once we upgrade to 6.1) but it works for now.
thanks for your posts. I learned a lot. I am trying to do the same thing, but I have an additional dimension on the rows shelf. For example, I need to display 20 clients and the top 10 exchanges of each client with the corresponding measure for that exchange. Anything that is not in the top 10 exchange should fall in the "OTHERS" category and being rolled up.
The image below show an example with two clients. The first dimension is called LEVEL 1 (it is actually a parameter that will correspond to different dimensions based on the user's selection). The second dimension is the SPLIT with OTHERS grouped.
I defined the calculated field Index (INDEX()) that ranks each SPLIT by addressing LEVEL 1 and SPLIT and sorts by T1 LOTS - GIVE IN:
"In top 10?" is a boolean calculated field defined as:
[Index] <= 10
and with the same Table Calculation configuration as Index.
The calculated field [SPLIT with OTHERS grouped (CLIENT OR EXCHANGE )] is defined as:
IF [In top 10?] THEN ATTR([SPLIT]) ELSE "OTHERS" END
I can't figure out how to roll up all the others to 1 row and to sum the measure of all the "OTHERS".
Thanks in advance for your help.
Still need a solution? This can be done.
Start a new thread and attach a mock up.
This thread is very impressive. I've posted a new discussion as many here were advised to. Here's a link to it.
I've hit a wall and am hoping someone can help me overcome this.
I have Groups in my row and Dates (YrMo) in column. My end goal is to have a Top N with Other Groups where the ranking is based on the sum of records in the max date column only.
What I find is the Top N is always ranking based on the row grand total... where as I need it on the max yrmo column alone.
I've attached a sanitized workbook and screenshots to try and hope.
I'm hoping someone with greater Tableau skill then I can help
Thanks a tonne in advance
This expanded view shows the Top 4 I actually want to return. Note the row total of the 5th > 4th
This collapsed view shows the current yrmo 5th Rccs in the Top 4. I want PtO) as above instead.
Sample Sanitized Workbook
I have tried to add a percentage of total table calculation on sales. It returns the correct values for Top N, but does not aggregate the percentage for others. It actually shows the percentage of the 11th rank when Top N N=10.
any idea how can do a workaround calculation to display the correct percentage of others?
Thanks so much
Hi Joe -
I applied what you did with Top_vendors_and_Other_example to my data and I was able to get upto the point where Tableau is separating out my top 10 agents from the "others". However, when I try to "condense Others", it is just picking out the one agent just below the top 10 instead of condensing all the others and showing me the total of Others. Can you please help?!
I did the same thing. Make sure you're using the "Customer" measure and not the "Customer Name" Dimension. "Customer" will just list as "Others".
I have a similar issue. I want to show percent of total business as well for each of the top 10. then on the 11th or the Others line I want to show the percent of total minus the sum of the % from the Top N Customers. Having some issue with that calculation however. HELP!
I've tried this, but it doesn't work:
IF [In Top N?] THEN
[% of Total Rev]
ELSEIF ([Others?]) THEN
WINDOW_SUM([% of Total Rev]) - [% of Total Rev]
the % of Total Rev calculation is an LOD: