2 Replies Latest reply on Jan 16, 2013 8:40 AM by mark bologna

# How can I create a data set or a group based on two dimensions?

I have a pending workload of invoices that are assigned into 'lanes' (work teams) based on complexity of the work.  Those lanes are:  Core, Express, and Special Ops.  The volume of invoices assigned to Core is very large.  As a result we created two Core teams based on the last two digits of the invoice number.  Core 1 is assigned all invoices  that meet core criteria and end in digits 00-49.  Core 2 is assigned all digits that meet core criteria and end in digits 50-99.

Problem is I cannot find a way to group (set, group?) the data so that I can see workload by Core 1, Core 2, Express, and Special Ops.  I keep trying to find a way to tell Tableau that I want these groups:

Express

Special Ops

Core 1

Core 2

The formula to place an invoice onto the Core teams is something like this:

Core 1:  Lane = "Core" AND TD is between 00 and 49

Core 2:  Lane = "Core" AND TD is between 50 and 99

I can solve the TD issue by creating two groups within TD; one for 00-49 and another for 50-99. I cannot seem to figure out what to do from there.

I've added a sample set of dummy data to approximate the workload I am try to assign and visualize in Tableau.  Any help would be appreciated!

Thanks,

Mark

• ###### 1. Re: How can I create a data set or a group based on two dimensions?

Thanks for the data set - always appreciated.

We can pull TD straight from invoice (if that makes it easier)

if int(right(str([Invoice #]),2))>=0 and int(right(str([Invoice #]),2))<50 and [Lane]="Core" then "Core 1"

elseif int(right(str([Invoice #]),2))>=50 and int(right(str([Invoice #]),2))<100 and [Lane]="Core" then "Core 2"

else [Lane]

end

Otherwise replace int(right(etc with just int([TD])

1 of 1 people found this helpful
• ###### 2. Re: How can I create a data set or a group based on two dimensions?

Alex:

Thanks!  If I am understanding I would use the formula you descirbe and create a calculated field under dimensions, correct?

Mark