2 Replies Latest reply on Aug 17, 2017 10:50 AM by Arthur Howland

# Creating a dynamic Top N pie chart with "Other" using # of Records [10.2]

Hello all,

Not having much success using similar questions regarding top N pie charts with an "other" category to consolidate the bottom findings.  The examples all use sum of sales and I can't seem to repeat the procedure when it comes to [number of records].  The core issue is that when I use a filter, the set I have is not dynamically linked to the new filter so my pie chart is wrong.  When it comes to dynamic top N ranking of [number of records] (with 'other'), how should I set up the following:

What should my parameters be?

What should my Set be?

What should my Calculated Field be?

If I could make a developer request, I know it probably doesn't work this way but in the Sets > Edit Set > General Preferences, there should be a button for "Use all Data after filters are applied."

• ###### 1. Re: Creating a dynamic Top N pie chart with "Other" using # of Records [10.2]

Arthur,

Did you review this post - Top N and Others Pie Chart   - the key is for those filters to be added to the context to get them to apply per that post.

Patrick

• ###### 2. Re: Creating a dynamic Top N pie chart with "Other" using # of Records [10.2]

Patrick,

Your link was very helpful and think I've got it figured out.  I'm going to format the answer I'm looking for so I can search for it later - I do top N's a lot.

Goal:  Tableau top 10 -- Dimension = [Error Message], Measure = [Number of Records] + 'Others' catch-all result

Procedure:

1)  Create Parameter: [Top N] = integer, current: 10, range: 1-10.

2)  Create Set by: right-click Dimension "Error Message" > Create Set > "Top N Error Messages Set" > Top > By Field, Top: [Top N] by Number of Records, Sum.

3)  Create Dimension: [Chart DIM] = IF [Top N Error Messages Set] THEN [Error Message] ELSE 'Others' END.

4)  Create Measure: [Chart DIM Measure] = IF [Top N Error Messages Set] THEN [Number of Records] ELSE 0 END.

5)  Setup

a)  [Chart DIM] goes into ROWS.

b)  [Chart DIM Measure] goes into ROWS.

c)  Any filters > right-click > "Add to context"

Optional:

6)  Pie Chart

a)  [Chart DIM] goes into colors

b)  [Sum(Number of Records)] goes into size

c)  [Sum(Number of Records)] goes into angle

What I learned:  The new dimension "[Chart DIM]" and measure "[Chart DIM Measure]" are sensitive to the "add to context" filters.