4 Replies Latest reply on Jan 10, 2012 12:29 AM by michaeljohnston

    Confused on how do create this chart

      I am trying to create a text chart on counts of master / detail status codes

       

      MASTER CODE1          DETAIL CODE1      Record Count

                                            DETAIL CODE2      Record Count

       

      This is very straight forward, now the wrinkle....

       

      The business wants to add Custom lines in the MASTER CODE column for aggregate total of some of the Master / Detail status counts

      Also, They want to Break up the default display. Example follows:

       

      Master Code 1                  Detail Code 1            Record Count

      Master Code 2                  Detail Code 4 (only)  Record Count

      Custom Summary Line with count of all remaining Master /Detail code records

      Custom Summary Line of count of Master Code 2, Detail code 5 and 6 only

      Master Code 3                  Detail Code 1              Record Count

      Master Code 4                  Detail Code 1              Record Count

      Master Code 5                  Detail Code 1              Record Count

      Master Code 6                  Detail Code 1              Record Count

      Master Code 2                  Detail Code 1              Record Count

      Master Code 2                  Detail Code 2              Record Count

      Master Code 2                  Detail Code 3              Record Count

      Master Code 2                  Detail Code 5              Record Count

      Master Code 2                  Detail Code 6              Record Count

       

      Then of course grand totals (exempting the two custom summary lines)

       

      I am at a loss of how to make this happen; been fighting with it now for most of the week. Any help / advice appreciated.

        • 1. Re: Confused on how do create this chart
          guest contributor

          I am trying to do a similar chart, let me know if you get any responses

          • 2. Re: Confused on how do create this chart
            Jonathan Drummey

            Tableau is not a full-on reporting application so things like this get complicated. There are two ideas I have:

             

            - Create the report as a dashboard, with as many views as necessary to get the calculations right, and calculated fields to get the two custom summary lines. Getting the tables aligned perfectly will take some work, but it's feasible.

             

            - If you don't have too many combinations of Master/Detail, then create a measure for each, along with measures for the subtotals and grand total. Create a crosstab with Measure Names on the Rows and manually sort the Measure Values so everything is in the right order. However, any new Master/Detail combinations will have to be manually added as new measures, so I'd tend to go for my first suggestion.

            • 3. Re: Confused on how do create this chart
              Richard Leeke

              I haven't thought hard about it - but it sounds as if it might be possible to do something along the lines of the "top N plus other" thread that got a lot of activity a year or two back.  Obviously there would be a lot more calculated fields, but the principle sounds the same.

              • 4. Re: Confused on how do create this chart

                If I understand your question correctly, it sounds like what you want is mainly a group.  You could have a calculated field like

                 

                "M" + [Master Code] + "D" + [Detailed Code]

                 

                The make a group with the following together

                 

                M1D1

                M2D4

                M2D1, M2D2, M2D3

                M2D5, M2D6

                ...

                 

                Hide what you don't need.

                 

                Put that sucker on the rows shelf (the group that is).

                 

                For the grand totals with exemptions, try a calculated field as Richard and Jonathan suggested.