I think LOD expressions is not to refer previous value or lookup value or something like that,
but it is to change or decide calculation level.
So you should keep using table calculations.
Instead, you may change the fields adding into filter to the table calculation,
not to break other table calculation results.
i.e. create calculated field like this and add it into filter.
If you have any problem with this way, feel free to tell me!
My concern here is let us say I exclude Q4 of year 2015, I get completely different results. and if I exclude year 2015 all together, then the calculations change drastically. which is a big concern for us. I was trying to avoid those errors.
Did you try it???
These are very first value of your workbook.
- L1 Company = Check, Rep Date = Jan 2016
- L1 Company = Check, Rep Date = Feb 2016
Here's the result.
It looks fine for me.
I misunderstood your situation? If so, please tell me what is trouble for you more concretely.
Which calculation changed drastically? And what the situation is?
Greatly appreciate your follow up. Thanks for the suggestions.
Yes, I tried your solution and it is quite not there yet. I do not want to use the calculated date as the filter I want to use the date on the chart to exclude bars from the view. when I filter by date on the chart, there is no effect of the calculated field on it. and in this case the total count is not static. it changes based on my selection.
I'm sorry but I can't still figure out what is difference for you between the calculated field and the existing field.
Neither, I can't understand what is the total count which you mentioned. (Neither, how does it change.)
For example, if you question like...
When I exclude Q4 of year 2015
Tableau returns XX.X% as a Retention
I want YY.Y% as a Retention
Then we will understand more clearly and help more effectively.
If you want a good help here, I recommend to read this article once.
And also, when you try to new problem (even if by yourself), I recommend to simplify the workbook at first.
I am adding a document with what I am noticing. hopefully this helps. My requirement is "retention%" and "Terms (1Y range)" should not change in the scenario's shown in the document. Please let me know if this document helps you understand my requirement or if I can answer any questions .
greatly appreciate your help.
requestHelp.docx 652.3 KB