7 Replies Latest reply on Feb 19, 2016 8:09 AM by Gerardo Varela

# How to filter after using Table Caculations

Background - The problem I am running into is analogous to building a budget. Imagine I want to buy some sports equipment. The functionality we have in the dashboard is:

• Segment items based on the allowance I get (Worst case scenario is I get \$75, most likely is \$100, best is \$140). Now I can tell what items I can buy based on my budget scenarios.
• Be able to dynamically adjust the budget scenarios.
• Be able to prioritize particular sports using parameters. I can then decide whether I want to look at my budget based on "votes" or by "sports" priority

Issue – In a separate graph, we are interested showing the count of items by sport that fall in the below budget or at budget category. However, because we are using table calculations, we are unable to reference the budget categories. As a result, it shows the count of all items regardless of where they fall in the budget.

Is there any solution to get around this? Unfortunately, we need all the above pieces of functionality within the tool itself rather than on the back-end. The attached workbook should provide more context. I appreciate the help!

• ###### 1. Re: How to filter after using Table Caculations

I suspect I'm not understanding what you are trying to do. You say:

However, because we are using table calculations, we are unable to reference the budget categories.

What do you mean by this? This calc can 'reference budget' (which seems to mean Segment):

IF [Segment] = 'Below Budget' OR

[Segment] = 'Budget' THEN SUM([Number of Records])

END

And will produce the count of the two segments. What am I missing?

--Shawn

• ###### 2. Re: How to filter after using Table Caculations

Corey,

On your second sheet cant you just put Segment on the filters shelf and remove exclude?

Regards,

Gerardo

P.S. Shawn is real quick.

• ###### 3. Re: How to filter after using Table Caculations

Hi Shawn,

Thanks for the note. Unfortunately there is the added wrinkle. If you go to the dashboard, select sports on the "sort by" parameter, and than shift the tennis parameter to 5, you will see that the order changes. This re-prioritizes items on the top visual. However, when you do this, the bottom count is not adjusting with this change.

We would expect to see:

Tennis - 1

Baseball - 1

Soccer - 1

Let me know if that does not make sense. I appreciate the help!

Best,

Corey

• ###### 4. Re: How to filter after using Table Caculations

Hi Gerardo,

Thanks for the help! Unfortunately, similar to my response to Shawn, I failed to describe the added wrinkle. The re-prioritization of items throws off this calculation and the bottom chart does not adjust. I cannot find a way around it!

I appreciate the help.

Best,
Corey

• ###### 5. Re: How to filter after using Table Caculations

Not really, I'm still wondering if we are seeing the same thing?  I've attached a 9.0 workbook.  Let me know if that's correct or I'm still not understanding the expected outcome.  By the way, thank you for attaching a workbook. In future posts would you be so kind as to state what version you're using?

Regards,

Gerardo

• ###### 6. Re: How to filter after using Table Caculations

Hi Gerardo,

This is extremely close. The only difference is I am looking to have the bottom chart be by sport rather than by item (i.e. see tennis, rather than tennis racket). Unfortunately, I cannot get it to work the same way.

Any thoughts?

Best,

Corey

P.S. I will definitely include the version number the next time around!

• ###### 7. Re: How to filter after using Table Caculations

I think now I understand!  (Maybe?)  Let me know if the attached works for you.  If not please post back.

Regards,

Gerardo