Hello! I'm trying to create a table in Tableau to display the top n records within a category. In addition, the table also needs to display data from several other dimensions. I'm having problems getting the table to properly display data from other dimensions.
My sample records consist of individual sales opportunities and my categories are the sales teams that own the opportunities. I need to create a table that will display the top 3 sales opportunities within each sales team. The top 3 opportunities within each sales team are based on the total value of each opportunity. The table also needs to include data from several other dimensions.
I was able to incorporate nested sorting based on input from http://kb.tableausoftware.com/articles/knowledgebase/nestedsorting and I was able to determine the top 3 sales opportunities within each sales team using the INDEX() function based on input from http://kb.tableausoftware.com/articles/knowledgebase/finding-top-n-within-category. Both discusions were very helpful.
The problem I'm running into is getting the table to display other dimensions for the top 3 opportunities within each sales team. The other dimensions include the opportunity owner's name, close date, and monthly revenue details. When I add a new dimension to the Rows shelf, the indexing seems to break and Tableau includes all the opportunities in the table. This is not what I want.
The worksheet named 'Desired Report' in the attached twbx file contains an image of the report I'm trying to create. The worksheet named 'Top 3 by Team by Opportunity' contains the table that I was able to create that lists the top 3 sales opportunities within each sales team. The table is correct, but it is missing the other dimensions that I want to display.
Any suggestions to help me create the desired table would be greatly appreciated. Many thanks in advance for your help.