1 Reply Latest reply on Apr 8, 2016 2:01 PM by diego.medrano

    Date Hierarchy Used to Filter

    David Carr

      Hello,

       

      In the attached workbook, I have created two sheets.

       

      Sheet 1) Show sales rep performance Jan-Jun, with the ability to expand/collapse the date field into quarters.

       

      Sheet 2) Is a histogram representing the distribution of attainment % on how the sales reps performed.

       

      I am trying to do one of 2 things:

       

      One, have the histogram adjust when you expand/collapse the date range on Sheet 1. So that when it is collapsed to a quarterly view, there would only be 6 instances (3 reps x 2 quarters).

       

      Or alternatively, the histogram would just display the distribution on a quarterly basis, not monthly.

       

      Let me know if this would be possible!

       

      David

        • 1. Re: Date Hierarchy Used to Filter

          Hey David,

           

          There is no stock way to have hierarchies act as filters on dashboards. However, a workaround is to create hierarchies using parameters, showing parameter controls, then using the sheet as a filter:

           

           


               

           

          1. Create a new parameter with the following settings:

                    -Data type: String

                    -List: (enter the three desired dimension names; i.e. Category, Sub-Category, Product Name)

          2. Create a new calculated field, Dimension with the following formula:

          CASE [Hierarchy Drilldown]

          WHEN "Category" THEN [Category]

          WHEN "Sub-Category" THEN [Sub-Category]

          WHEN "Product Name" THEN [Product Name]

          END

          3. Drag Dimension to the Rows shelf.

          4. Right click on Hierarchy Drilldown > 'Show Parameter Control'

           

           

          Changing the Date Level Dynamically | Tableau Software could also be helpful.