6 Replies Latest reply on Apr 29, 2015 3:10 PM by Trevor Reece

Filtering by Top Quartile

In the Top Quartile tab, I want to be able to filter the graph to include just companies that fall within the top quartile of spend.  So if you look at the 75th Percentile tab, just the 8 MasterCompanies highlighted in blue.

To do this, I tried to put the Top Quartile Determination measure into the Filters shelf of the Top Quartile tab, then go into the filter and only check the Top Quartile box, then hit Ok.  When I do this though, I see it is only displaying the top quartile of the MCC's on the page, and not the average spend on each MCC by the companies that make up the top quartile of spend.  Do you know a way to fix this?

Thanks!

• 1. Re: Filtering by Top Quartile

What is your expected result looking like? Not sure I understand your

problem.

On Tue, Apr 28, 2015 at 3:24 PM, Trevor Reece <

• 2. Re: Filtering by Top Quartile

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

• 3. Re: Filtering by Top Quartile

Here is my solution workbook

https://public.tableau.com/views/TopQuartileAvgPerMCC/Dashboard2?:embed=y&:showTabs=y&:display_count=yes

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.

• 4. Re: Filtering by Top Quartile

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?

Thanks!

• 5. Re: Filtering by Top Quartile

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 <

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• 6. Re: Filtering by Top Quartile

Awesome, thank you Alexander, that was extremely informative