I looked at this workbook and I can diagnose what's going on but I'm not sure how to help you.
On the All Regions Instructional Strategies view, the calculations are aggregation calculations. Any normal filters applied to the view will cause Tableau to exclude them from results, changing the calculations.
On the Help view, the Percent of Total on SUM(Number of Records) table calc won't return anything like the same amount as the prior view because it is summing the number of records and then doing a % of total on that, whereas the other calculation is using the MAX() of one of the fields. I'm not clear on what you mean by "filter correctly".
When you say filter by, does that mean you want to exclude certain members of dimensions from the view before doing the calculations, or hide them after the calculations? Can you give me an example of a filter?
Johnathan, you are a support forum rockstar, I think you have helped me with all of my questions.
What I meant was I want to be able to apply filters to other dimensions such as Region, Grade Range, and Content Area. I guess I shouldn't have said filter correctly, since neither bar chart is getting after what I want.
Right now on the AA bars (Green) in the All Regions Instructional Strategies Chart, it's dividing the number of times each strategy was observed by 2,164 because that is how many AA classes were observed. It's getting this value from my "all_account" column in the data. This column has 5 different values corresponding to the number of classes for each colored category.
I added a region filter to my viz. Now if I filter to region 1 it's still dividing the number of times each strategy was observed by 2,164, and I want it to divide by the number of times that strategy was observed for AA classes in Region 1 (929).
Right now I have a static viz and I want to be able to filter by Region, Grade Range and Conent Area. I hope this clarifies and that their is a solution.
Thanks in advance.
In looking at your data, I'm not sure where you're getting that 929 number, I don't see it in the data at all. The All Region Number of Classes calc is MAX([all_acct]) so what I did was set up a view called "all_acct" that has the question, id_region, state_acct (group), and all_acct fields on it. For group AA, there's only one value for all_acct and that's 2164. So the view is doing what it's set up to do, and the filters are working, they are returning the number in the data.