By my estimation, you are essentially asking if you can create a new element of data, which is not really Tableau's jam. Would you be able to duplicate the data source and group the two into your "Non-Tech" then blend the 2 sources together to represent your "new" combination?
Honestly, I find that manipulating the data before bringing it into Tableau is much more straightforward and easier to understand. Is there a particular reason you're averse to pursuing your solution that way?
Make the duplicate copy of that field and then use grouping
Thank you for your reply. I'm not adverse to manipulating the data prior to bringing it into Tableau and it looks like that will be the approach I go with. I just wanted to make sure I wasn't missing out on Tableau functionality.
It helps to hear your advice on manipulating data prior to bringing it into Tableau. I'm new to this software and with my limited experience, that approach seems easier.
Thanks again for your help.
I want to show the original field values with the newly created category appended to the bottom of my report. As with my example in the original post:
Office Supplies $2,000
Non Tech $3,000
Non Tech is just the addition of Furniture and Office Supplies. If I create a copy of the field and group, I will have to show my original category field and my copied category field side by side. I'm looking for functionality similar to Calculated Items in Excel PivotTables - if that helps.
Thanks for your reply.
I know your problem.It can be easily done in Tableau.There are some Tricks,So follow my step
1.Right click on category and make a calculated field named as Non Tech
2.Make a another calculated field and write this expression--
3.Put the Non Tech calculated field into filter and select the product like
and into the Rows
5.Put their corresponding sales
6.Put the second calculated field into column and right click on them and select discrete..
You got your output....
K1.twb.zip 21.3 KB
Kishore - I appreciate your follow up.
To confirm, for your Step 1, what is the formula for the Calculated Field that I'm calling 'Non Tech'?
No formula in that calculated field,only category field should be there.
I attached a workbook there,please see that workbook and work according to that..
Kishore Kumar Suthar
Thank you for looking into this and offering an option. Unfortunately, this method will not work for me. The WINDOW_SUM will have different offsets depending on which entity is displayed in the report. (For the real data I'm working with, some entities do not have all categories.) In addition, I would like more control over where the Non Tech group is positioned in the report.
I am new to Tableau so it may be that I'm missing how this is done. Your workbook was very helpful in furthering my understanding of your approach.
How it is possible.
If you really not get your proper solution then you provide me your workbook.I will solve that problem and send you.
Kishore Kumar Suthar
As already stated, there is no straightforward equivalent of "Item" calculation in Tableau. So within a WORKSHEET there is NO WAY to list several metrics (rows) for dimensions at the top AND to ADD another column with derived ("ITEM") calculation.
HOWEVER ... if your goal is to display results in a DASHBOARD it is really easy to display the "ITEM" as a separate column:
1) Duplicate the sheet with regular dimension(s)
2) Use the new sheet to compute ONLY the derived calculation (table calculation would be simplest if suitable)
3) Show the two worksheets next to each other in the dashboard
- un-select "Show Header" for the Measure Names in the derived worksheet
- make sure that filters are applied to both worksheets
I used this approach to show in "regular" worksheet the 2017 and 2016 values for a (long) list of metrics. Then the YOY calculation (2017 "percent difference from" "Previous/Next") is done on the duplicated version of the "regular".
... True ... this may backfire if changes are being made in only one of the two worksheets.