I am not sure whether the below solution will work or not. Apologies in advance but try with below approach .It would be great if u can post the same with dummy data.
1)Use Include Instead of Fixed LOD
2)Then Change it into Percentage of Total when it is in Color marks
I tried to use Include/exclude, but unfortunately they do not work. My understanding is that include/exclude are calculated AFTER dimension filters are applied. For example when I filter my data for companies with a nexus in Texas, Tableau filters out all of the rows that do not have Texas as the state, and I only get output for Texas.
Ill work on getting the Superstore example up now.
I've recreated my problem in the superstore dataset and attached the workbook.
The first sheet shows the problem I am having when I try to include a Dimension in the color marks. The second Control sheet shows how i'd like the viz to look.
The dashboard illustrates the proper and improper usage of the filter i am trying to achieve.
Thanks for the help!
still haven't found any solution to this issue.
Looking at this.
I'm trying to understand what you need here.
You have a FIXED calc that gives a total for a company. And you're happy with it.
In the example you have a state selector that gives you data for the selected state.
How does that correspond to what you want to do with the FIXED calc you have, which gives you ALL sales before filtering by state?
You can do stuff with both. I'm just not sure what you're really looking to get here.
So for example, would you want to know how much Sean Miller's green bar in Texas is a percentage of his overall sales determined by the FIXED calc? Or his overall sales in Texas alone?
I want the fixed measure bar graph to be colored by the categories contribution to sales.
The purpose of the state filter isn't to show the amount of sales coming from that state. It is to just filter out people who have not purchased anything in that state.
The use case is as follows: "I have customers that have production facilities in multiple states. I want to click a state to see any customer operating in that state(and filter out those not operating in that state), but I want to see their national production numbers. I also want to show the levels that different products contribute to production"
so if someone sells/produces 1$ of goods in california, but nationally sells/produces 1 billion, i want to know they are a billion dollar company national.
basically, i want to use the Fixed National Sales values bar graph, but have the colored categories like the Non-Fixed Sales Control graph.
So just to understand more, when I click texas on the example, Becky Martin shows up at the top. She has some 10,500 in sales in texas, but she shows 11,790 overall in the fixed sales graph. You want her entire 11790 in the colored bar graph, divided up by [Category]. Correct?
Do you have to have the Map selector? Will a Parameter do?
Attached see Sheet 5. I created a parameter called [States]. I put a conditional filter on Customer Name that essentially says, "If this customer has even one row in [States] then get the whole customer."
Edit the customer filter. Click the Conditon tab.
That is exactly the result I am going for, and I may go with just that. Thank you for the help!
However, I would like selecting the state on the map to be used as the filter action, if possible. I am using the map to display other information, and figured it would be easier on the user to just click the state instead of using the parameter control.
The thing about a filter action is that it will chop out the rows that aren't "Texas" (or whatever). I can't think of a way to apply state selection from the map sheet to your chart to accomplish what I got with the conditional filter. There might be some way (like action-ing through a 3rd dummy sheet somehow. I've seen that used in other ways, but I can't see how that would work here.)
Let me recommend this: People often don't get involved in threads that have a bunch of replies if they haven't participated from the start. Essentially we've identified what you really need here: You want an action filter to behave like the conditional filter. You have a packaged workbook that shows the behavior you have, and the behavior you want. It might behoove you to start a new thread for a fresh look from people who haven't participated here so far. Just a suggestion. (Don't hesitate to link this thread in the new one to show how we arrived at the new problem statement.)
Thanks for your help. I at least have a solution that works even if I just have to use the parameter and not the map to filter.
If I hear some complaints from the users about having to use the parameter control, I'll consider starting another thread as you suggested. I'd like to know 'the solution', but as of now i've dedicated to much time to this as it is.
thanks again for your help.