What is your expected result looking like? Not sure I understand your
On Tue, Apr 28, 2015 at 3:24 PM, Trevor Reece <
I would like the Top Quartile tab structure to look the exact same, except that it would only include companies that are classified as top quartile. Currently all companies are included.
A company is considered top quartile if its total sum of spend is the 75th percentile or better
Here is my solution workbook
It is built using 2 worksheets. To get the desired result on top quartile avg per MCC, you need to select the Top Q square in the Company List sheet.
Thanks Alexander! That's perfect!
Could you explain what exactly is going on/how the calcs are running? I want to try to understand the process of getting the answer, instead of just going with it haha. Also, I noticed there was an action on the Top Q Avg/MCC, can you describe what this action does?
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Ideally, your problem would have been solved using sets by creating a set
of Top Q Companies.
However percentile involves table calcs and Tableau doesn't allow using
percentile to create sets.
So we have to use action to filter the results in sheet Top Q Avg/MCC.
The action source sheet Company List is divided into Top Q and Not TQ
companies. Right click the drop down menu at this sheet's top-right
corner, select Using as a filter. This is a replacement of sets basically.
The action destination sheet Top Q Avg/MCC has the result for all
companies. This chart will be filtered by selected companies. Note that we
need to have MasterCompany ID in view.
See the action detail in Dashboard>Action.
On Wed, Apr 29, 2015 at 1:03 PM, Trevor Reece <
Awesome, thank you Alexander, that was extremely informative