I'm confused as to what you're trying to accomplish. Can you provide mock ups, or otherwise describe what you'd like to see happen in this workbook?
My goal is to get a bar chart for values of "Cumulative % of total sales" on last date. If the user has set granularity on month in the Primary sheet then the bar chart will display "Cumulative % of total sales" for last month for each category (and same for week, year or quarter level).
Please let me know if I need to describe it more.
How is the user going to "set granularity on month in the Primary sheet"?
Sorry, but I'm very confused about what you're hoping to do here. Are you talking about an Action Filter, or some other way that the user is going to interact and change the granularity of the Primary Sheet?
Mock ups can be extremely helpful in understanding a goal -- since there is no date dimension in the "Data on last date" sheet you've created, I'm not sure what you're hoping to show there.
Understanding what user interactions you are expecting to happen, and what results you would expect from those interactions, should help in clearly explaining your end goal. I can tell you that your Primary Chart is at the Day(Order Date) level currently, and I see no way for the end user to change the granularity of this date level. This is another reason I am confused by your request.
Please find the attached worksheet.
I have added a parameter "Date Level" from which the user will be able to change date level on Primary Sheet. Currently, the Date Level is on Quarterly view and last quarter is Oct'2013 and values for this quarter is 5.10%, 7.13%, 5.67%, 13.01% and so on. I want to plot a bar chart to show these values against the categories. Similarly if we change Date Level to Year then last year will be 2013 and hence I want to plot cumulative % of Total Sales in year 2013 against each category.
In this sample data we are getting same last values for all the Date Levels but my actual worksheet is much more complicated and we get different last values for each Date Level.
There is no date field on "Data on last date" sheet so I am looking for a way to pass values from Primary Sheet to this sheet. The only action we have is the change of Date Level which will update "Data on last date" sheet.
I hope this helps you understand my goal.
I now understand what you want on the first sheet, but I am not clear on what results you would expect for each level on the Bar Chart. A mockup of what you'd expect to see at various levels of granularity might be helpful. I don't understand what you'd expect to see when displaying 4 quarterly percentages against the Categories?
Regardless, I don't think I will have any simple dynamic solution for you in this scenario; but perhaps someone else will understand and be able to come up with a proper solution. I'm just not clear on what you're expecting to happen.
Please find the above image.
I am looking for something like this. The percentages in this sample data are same for all the date levels (yearly, quarterly, monthly etc.) but it is not same in my actual data set. I am looking for a way so that tableau can can dynamically pick last data from first chart as I change date level and display them in this chart. I hope I am making sense.
I'm still a bit lost, to be honest.
So, you want the LAST percentage value from the first chart DISPLAYED in the second chart, based on whatever is chosen in the parameter? Is that it? So, for each Category, you want that single percentage for the last date value to be displayed in the second chart? If so, I believe I finally understand your requirement! But it'll take a fresh look for me to even try to apply a solution... no guarantees there, but maybe someone else will jump in and help.
You got it right, that's exactly what I want.
I hope someone can help me in this or atleast I can figure out even if it is possible in tableau or not.
Its definitely possible. Part of my issue was just getting to the bottom of the actual requirement; from there, someone should be able to find a solution for you; we'll see!
Preeti, you'll need to come up with a way to demonstrate how " it is not same in my actual data set"? The way you have the table calcs currently setup it will always be the same final numbers no matter what granularity the user selects. A running sum will always end with the same number no matter how you've sliced the data before getting to that last date. Therefore the percent of total for that last value will always be the same, also no matter what granularity you're using before arriving at that final number.
I suspect that's why Matthew was struggling with your question.
To answer your original question: No Tableau doesn't support any variable-storage scheme, so there is no way to 'store' results in from one chart, and use them in another chart. And the way you've setup the sample workbook IS the way to do this.
Please find the attached workbook.
I have added one of the filter that I have in my actual sheet. You can see the change in values when you change the values in the dropdown menu.
Can there be any work-around to do so.
1 of 1 people found this helpful
Sure, just make that filter global.
I don't think it will help because there is no date field on the second sheet (Data on last date). Am I missing something here?