Your approach is interesting, I am new to Tableau so I think your suggestion may be useful for other things I need to created but for this particular thing I am trying to accomplish now it won't work.
Your solution works as long as the order ID is in the columns, I need something that will work even if the Orders and Products or not showing up, for instance withe data sample I provided I would like the following output:
Calculated Deal Bucket Sum of USD Less than 500 300 Greater than 500-Less than 1K 600 Greater than 1K 1500 Grand Total 2400
I see. You actually want these as dimensions? Since these calculations require aggregation to the order level I don't think you can create dimensions based on aggregates in the current version of Tableau. The upcoming release may address this, however, with the help of level of detail calculations. There are many workarounds if you're just looking to create an expanding hierarchy or the view above. I'm not sure I totally understand your goal, but some topics to look at are data blending, table calculations and custom sql as all of these would allow you to layer aggregated data onto the main datasource. You could also create these values on your database or in a view, but that isn't exactly a Tableau solution.
This is silly that such a tool doesn't have this functionality.
I even talked with a more experience developer and he suggested other workarounds but one way or another Table did not do this.
I had to basically do this in the custom SQL view, and perform a series of select statements and left joins.
+1 Level of Detail calculations will handle this nicely in version 9. Once it releases, you can throw your SQL out
Yep! And just in case anyone is interested:
- Our Beta licences expire in 13 days (4/12/2015)
- And we've been told there are no other beta releases coming
Read into that what you will.