Could you please attach the data set in excel and a few screen shots of what you have done so far.
Unfortunately I am working on an older version of tableau in the office and am unable to open your workbook.
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Hi All, Khalid,
I just wanted to clarify this, whilst Amanda has published a newer version, you can easily downgrade by
- suffixing the workbook with .twbx.zip
- copy the included .twb file to your directory
- open the twb with a text editor eg Notepad++
- convert the version and build over to begin 8 instead of 9
- save and then copy back to the zip deleting the original on the way
- remove the .zip suffix to leave as .twbx
This will work if the user has not used any of the ver 9x features
And to help you out Amanda, I shall look later, off to a meeting right now
Unfortunately this is as far as I could get.
Hopefully this helps get you some part of the way to your desired solution.
I am finding it difficult to sum values on the categories created
Sales_Data TWBX.twbx 55.6 KB
I think I am finally there.
Definitely was an interesting journey figuring this out.
Hope it helps.
Could you please mark any answers that helped as helpful.
Sales_Data TWBX.twbx 60.7 KB
Sorry for disturbing the communication, Khalid.
But here is another approach.
Create calc fields
[Order ID, Descr]
str([Order ID])+[Item Description]
[Contains or not]
if CONTAINS([Order ID, Descr],[Order Contains]) then 1 else 0 end
[Contains "1" count]
countd(if [Contains or not]=1 then [Order ID, Descr] end)}
[Contains "0" count]
countd(if [Contains or not]=0 then [Order ID, Descr] end)}
if [Contains "1" count]>0 and [Contains "0" count]=0 then "Only "+[Order Contains]
elseif [Contains "1" count]>0 and [Contains "0" count]>0 then "Mixed"
elseif [Contains "1" count]=0 and [Contains "0" count]>0 then "No "+[Order Contains]
with these, each Order ID can have category and you don't worry about reflecting table calculation results.
Sales_Data TWBX_9.2.twbx 74.4 KB