1 of 1 people found this helpful
I think all you need is to drag Customer Name to detail and thus get the result you want.
Let me know if that's what you want. I've attached the workbook but all it was is a drop under "detail."
Ailsa Zheng Thanks but no. I included that alternative in my example to show that i have already explored that route (very valid by the way) , but the thing is that i dont want to select / grab every customer one by one (as would be the case if i put "customer" in Detail), but just click the bar and make it happen. The end user might not know that he can do that (or not willing...) and it is a bit error-prone when the bar chart has hundreds/thousands micro-segmentations. To increase the challenge i dont show (hide) the dimension headers (dont ask), which could have been useful as clicking on it would highlight the entire desired selection. That is why the concrete question is to find a way to créate a dynamic set (without user inputs) or sort of using an action but without one of the filter dimensions on detail (which is the answer that you illustrated). Regards, J
2 of 2 people found this helpful
My bad, I misunderstood what you wanted. This time, I created a self-join so that the data is blended with itself along "Customer":
Once this was done, you have to replace the old Product pill with the one from the second blend so it can skip the filter.
Here is the catch, though: once the data is blended, it gets distorted, so the original sum(Amount) no longer works. You MUST use the new sum(Amount) to get correct numbers. I left your old "Desired Result" page as is but you can see that once the data was blended, the numbers changed on the Desired Results page.
ailsa thank you. No need to apologize, actually your first response (dimension in detail) could be a useful and straighforward approach, just not what i need for the problem at hand.
Duplicating the DB and blending as you explained above does the work and its a cool "skill"! I was leaving that approach as my last option as the db is quite big and blending takes some time, that is why i was hoping there could be a different - new way to achieve my title question, maybe with 9.0's new functionalities (a Tableau rep "told" me it should help me with this) . perhaps i should have made it clearer in the description that i have tried many workarounds...with no avail.
thanks for your interest, thanks for your very clever answers, and i apologize if i was not clear enough. i will wait some time and if there are no new answers i will tick your db blending answer as the correct one.
Hello Juan again,
I was doing a similar calculation on my own and remembered this problem from 2 weeks ago. I finally have an answer with a dynamic set!
First, you create parameter for your product categories:
Then, you create a calculated field that states only use products that match what is selected in the parameter.
In order to see which customer is linked to 2 or more products, you right-click your Customer dimension and select Create Set. You want to keep the set dynamic, so we do it by condition:
This means the customer must have at least the selected product, if not other products.
Then you drag Customer and Product into Rows, and add your Did Customer Buy calculated field. I've attached the workbook.
with dynamic parameter.twbx 35.3 KB
your question are solved?
If yes, please check one answer like correct to close the thread.