Are you able to post the packaged workbook or sample workbook?
Thanks for the reply Tracy. I was able to achieve what I needed by creating a custom query that aggregated the records based on the status types so the data rows looked like this:
Network Status NbrRecs
A Good 1
A Bad 5
A Watch 3
B Good 10
B Bad 2
B Watch 4
I then created a highlight table and dragged my Status field to the columns shelf
Dragged my Network field to the rows shelf
and dragged the NbrRecs to the Label field.
I then created a table calculation on the NbrRecs field as a 'Percent of total' and set the calculation definition to 'Pane(Across)' in the drop down. I used this new table calculation field to determine the color.
My final report view looks something like this:
Network Good Bad Watch
A 1 5 3
B 10 2 4
(with the numbers under the status columns highlighted based on the % threshold I set in the color palette property)
Is it possible to have it only highlight the "Good" column?
There are ways to accomplish this--simplest may be to put the "Good" column on a separate sheet, with two sheets on the dashboard. If you need an example/explanation, I can probably find one or create one quickly. This does have limitations, for example, if your users need to export the data to a Crosstab/Excel, each sheet will have to exported separately.
I think I know what you mean, but don't think that will work for my current implementation. If I filter on only the "Good" status, it throws off my calculation for % of total, as I want to know what % of the total number has a status of "Good" to base my color highlighting. Here are a couple of screen shots of what happens when I don't filter and when I do filter on the status value and how it affects the % calc.
fyi- If it help I can also send the workbook, don't think I can send data though.
Attaching a packaged workbook (.twbx file) would certainly help, but without the data, it will be empty and we won't be able to view anything.
There are ways to include the other status's--rather than using a filter, we can hide them using various methods. So, both sheets would be exactly the same, except you'd hide the values you don't want in the sheet.
I believe this could work in your situation, but I'd need a workbook with data to test it out--perhaps you can mock up a similar scenario using the Superstore sample data provided with Tableau. If you do this, make sure you save as a packaged workbook (.twbx file) and then attach it here in this thread.
Jason - I'm having the same problem. I do a table calc to determine market share, and then I want to graph market share of specific products. When I filter to only show 1 product Tableau recalculates the market share calculation and shows the product I've filtered on as having 100% market share.
I've attached a dummy workbook that demonstrates my problem. If this helps, it should solve Jason's problem as well. I've emailed support and will post a response when they get back to me.
141010 Example Table Calc.twbx 36.7 KB
This scenario is a bit different, although this trick may be applicable to the OP's problem--but it wasn't what I was thinking of doing in his case.
The problem in the OP's scenario is that we are trying to put Good on one sheet, and the other values an another--using a filter will obviously impact the results, so we don't want to use that method. Instead, we just want to set up both sheets exactly the same way, and remove certain columns by hiding values rather than filtering them. If this won't work in your scenario, there are other ways to do this using Table Calculation filters--a Table Calc filter is applied after all the data is pulled into the view, and after most other filters, so we can use Table Calcs to hide certain parts of a view without affecting results.
More Info on "Hiding": http://downloads.tableausoftware.com/quickstart/feature-guides/hide_columns.pdf
Tim, for your scenario, you want to filter the view without affecting the results. See if the attached helps--I used the often-discussed/utilized method described here: A Jedi (Filter and Table Calc) Trick | Tableau Software
Tim, does this solve your problem?
Wow - Matt, my mind is blown. Yes this solves my problem. I'm not sure I totally understand it, even after reading the Jedi blog - but I'm sure I'll get the hang of it. Matt - one thing I noticed is that switching MIN or MAX doesn't affect the result. Is this because we really don't need to do any calculation here - but the syntax for Lookup requires it? So we just say "Sure - tell me the MIN of the 1 number you return."
Thanks - A MILLION
Yes, the aggregation is simply required for a Table Calculation. ATTR() is an aggregation I'd avoid in this scenario.
It blew plenty of others' minds as well when it was first posted, I'm sure! Certainly, it wasn't my solution...
Keep on analyzing!
This is the setup I was trying to describe--two sheets with the same setup, just one has the coloring attribute, and the other doesn't--on the first sheet, I've hidden the other two statuses, and on the second sheet, I've unchecked "Show Headers" for the columns displayed in sheet one--what we end up with is two sheets on a dashboard (I would fix the fact that "status" is showing up twice---there are several ways we could do that as well).
The problem, in this case, is the scroll bars. This can work well when those scroll bars don't show up, but in this case, I'd try another approach.
I'll see if I can come up with a one sheet solution. Someone else may chime in with that as well. I did this in 8.1, while the original workbook was 8.0, so you may not be able to open it. In the future, I'd suggest stating which version you are using when opening a forum thread/posting a workbook (not that this was your fault--but it will make everyone's life easier)
Health Reports - Jason 2 sheets.twbx 103.6 KB