That video unfortunately did not help with what I need to do; the samples provided in the clip do not address the problem I'm having. To state the problem again - I need a crosstable sorted by column only and not sorted afterwards by row, which Tableau seems to do automatically. I have tried clearing sort on the rows, changing sort parameters on the columns and adding a duplicate hidden column field alongside the rows. Sorting by field aggregation isn't applicable here; I can't copy/paste the 971 rows in the manual sort area in the order I need and I won't be going through all those fields clicking "move up/move down".
I will not be attaching proprietary information to any post, which is why I created the sample data above. I'm not sure why attaching a workbook for this sort problem is required, as it seems like what should be a rather straightforward operation. Even if I were to attach a workbook in this instance, the replying poster would still have to explain how they "fixed" the workbook so I can use that knowledge later on instead of posting workbooks to be "fixed".
I am sorry the video didn't help.
Tableau will always start sorting dimensions alphabetically. If that is not what you want, you need to tell it to use a different sort order, which may need to be based on a calculated field.
I still don't understand the logic you need to sort the rows. Is it by the number of factories associated to each car so the car with the most Ys shows at the top? What about ON/OFFs values?
To answer your questions about why a workbook is useful ... sometimes the best way to reach a solution is by trying a few things. This is true especially when table calculations may be required. By having a workbook that has certain volume of realistic (but fake) data and some attempts at the view you are trying create, it saves community members time (we don't have to spend time trying to create dummy data we may not know how to create and sometimes we can just make a small tweak to a view that is already created to get it to work).
This document explains other reasons why packaged workbooks help.
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One way to do this is to create a calculated field similar to the following:
if [FACTORY A]='Y' then 1
elseif [FACTORY B]='N' then 1 else 0 end
Place this on the level of detail shelf. Right click on the Car column and select Sort...>Descending, Field: Calculated Field above, sum.
Hope this helps!
Shawn, Pedro - I'll just go with the flow here, the workbook is attached and also located here if this helps: http://public.tableausoftware.com/views/Crosstable2Example/Sheet1?:embed=y&:display_count=no
Tracy, the problem with coding calculated fields in the real application is that there would be 615 "FACTORY #" columns to calculate like this.
Crosstable2Example.twbx.zip 24.1 KB
So in the attached example, I need the data sorted by "TYPEGROUP" only with no sorting applied to "TRANSACTION". For example, I need all the FROG.PAD.* columns grouped and sorted but all their corresponding transactions not sorted so all the FROG.PAD.* data is clumped together instead of staggered like the universal sorting produces. This way I can visualize any patterns and map out the entire system without massive manual data entry.
Does sorting TRANSACTION by TYPEGROUP provide the desired sort behavior? I have attached a revised version of the Crosstable2Example workbook, that illustrates this method.
This might be it! I'll try to get back to this post tomorrow after playing around with it.
Well, this is definitely what I need but how can I copy-paste this data to an excel spreadsheet using Tableau Public? Ultimately what I need to do is (using this chunk below as an example) establish the additive patterns of the privilege levels. So I not only need the permission settings bunched together as seen below (thanks!), but I also need the text data of "W" & "X" sorted in alphabetical order from left to right, as in:
O-ENG-1 W W W W W W W W W
O-ENG-2 W W W W W W W X X
ADMIN W W X X W W W X X
This way I can quickly determine the patterns and get on with the rest of this project. I'm pretty sure it would be too labor intensive to do this via calculated fields in a crosstab with over 37,000 records and we've already sorted all the permission data by TYPEGROUP to get this far. If I can get this to excel I will be taking these "chunks" one chunk at a time and sorting the privilege levels by what their permission settings are within that chunk.