Depending on how things are configured, you should be able to do this. Could you post a sample packaged workbook that displays the problem?
Andy, thanks for replying.
Here is a simple example from AdventureWorks. I am using SSAS 2012 as a data source.
What I would like to accomplish here is to display All Categories in a separate row. All Categories is the top level of the dimension.
Furthermore, if I drill down on Bikes catgory, I would like to have Bikes total category displayed as well.
How do I keep the member I drilled on on the report?
I know I can use Totals and Subtotals but it's not the most elegant solution. Besides, I need to keep the name of the parent as well.
Thanks for your help.
Total_Sample.twb.zip 30.3 KB
Would you be able to post a packaged workbook? Since I don't have your data source, opening the .TWB file gives me nothing to look at.
Hi Andy, as usual, thanks for your help.
I wasn't able to Data->Extract and the packaged workbook may not be useful to you either.
I get "This workbook connects to remote data source that Tableau Reader cannot open." However, in addition to the twbx fle I am sending you a screenshot of the view.
Basically, when I click on any single category (Bikes, Clothing etc.) I would like to see it expanded to its children but I would also like to retain the data for the category (parent).
I'm used to Hyperion Essbase and SSAS in Excel where this behavior is either default or at least configurable.
Obviously, I'm still learning to navigate around Tableau.
Cheers and Thanks
If I'm understanding you correctly, you would like to see the TOTALS of a category when the hierarchy is collapsed and see the TOTALS of each category on a separate line when the hierarchy is expanded to include sub-categories. If so, there is nothing out of the box that will allow this to happen; however, I believe there may be some workarounds using SQL that others have posted which may or may not work for you. I'll search for a couple and provide links to them.
Jonathan Drummey has come up with a tutorial (http://drawingwithnumbers.artisart.org/customizing-grand-totals-part-3/) on how you might accomplish some of what you're trying to do using SQL and totals functionality. It might help you accomplish what you're trying to do.
Thanks for your help Andy!
It is rather unfortunate that this is not out-of-the-box functionality but this is helpful. I am surprised this hasn't come up more often in the past considering it is a standard feature in almost any other analytical tool.