I've read this forum countless times and found very useful solutions, but I'm stumped on my most recent project. I am trying to avoid having Tableau "re-rank" my data when I select a subset of the data in a dashboard action, is this possible? The only thing I could think of was to "lock" or "freeze" my rankings and export the rankings with all of the data selected and then join the data to its own rankings to identify what it's original ranking was, but that's sort of a one-off work around that would not be dynamic if my data were updated.
Does anyone have any ideas on how to avoid the "re-ranking" of my selected subset of data? I've created a very small sample mock-up data set and dashboard with an explanation below.
I've attached a mocked up sample data set of 20 customers' revenue and margins over a 4-quarter period, and I've mapped their total annual performance on a Revenue Rank vs. Margin Rank scatter plot (I did this using the INDEX() function and computed grouping on the customer name sorted by revenue/margin descending). For example, if I wanted to identify what was wrong with "Customer 1" (top right of the plot), I could see in the table that it was 20th in revenue, and 16th in margin for the year, and the quarterly detail shows the trend that it was actually #8 in the first half of the year before falling off the second half of the year...
My problem is, if I wanted to isolate the poor performers at the top right of the scatter plot, rather than keep their true rankings relative to the entire population(#15 through #20), Tableau automatically re-ranks them relative to the subset (#1 through #5), which I do not want it to do:
Is there a way to lock/freeze the rankings as is? I would prefer to analyze the poor performers relative to all of their peers, not the subset; so ideally, the screen above would keep the original rankings (#20 and #16), and not "re-rank" (#5 and #2). Even worse, whenever I select just one customer to analyze their financial metrics, it re-ranks it relative to itself, so it always has ranking #1 of 1, which is of no use to me. I'd like to be able to isolate a poor performing customer and see how they rank each quarter relative to peers. Thoughts?