Hallo Bastian! In addition to Philip's suggestion, is there any reason why you can't just use two separate filters? That is, can you just put in a postal area filter and a salesman filter? Filters in Tableau are independent, which means that they behave like logical AND statements when used together.
Hi Philips, Hi David,
thank you for your quick help.
I built a combined field with these two fields. Now I'm trying to filter this field.
The combined field looks like: 'Sales man A', 'postal code' It is a text field
Now I'm trying to filter regarding two points:
1.) All sales activities, which has happened within a specific postal code without sales man A. E.G.: PLZ01, PLZ10, PLZ15
2.) All sales activities, which has happened with the specific sales man A within all postal areas.
When I'm trying to filter this combined field by a formular, it always says, that there should be string, string??
Could you please help me to fill in the formula field with the filter?
Many regards from Germany
Hi Bastian, I think you're way better off using two separate filters, if at all possible. Combining them makes it considerably more onerous to do the search.
For instance, if you had two separate filters, for #1, you could just filter in a postal code (let's say PLZ01) in the postal code filter and then exclude the salesman in the salesman filter. For #2, you would just filter in the specific salesman with no postal code filter.
If I want to filter in the combined field with a filter n a combination with a formula ( [combined field]='sales man A"), it says I'm not allowed to compare combined field and string values.
As you already mentioned, I tried to filter in two steps in this formula filter Editor.
In the end it should be in one list...
Bastian, could you please either share a packaged workbook or paste the exact text of your combined field formula and whatever formula you're trying to use for the filter?
I'm not understanding why you need a combined field for the two examples you listed above. I was able to answer the questions using only a single filter on the salesperson field.
Can you give some examples of the questions you want to answer?
Hi David, Hi Philip,
again thank you for your Patience and your help!
Enclosed please find the attached sample workbook.
Let's say we want to focus on sales man Mark. In the end I need the turnover of his sales area (e.g. PLZ01 to PLZ09) and his turnover when he was outside of his area (in this case e.g. PLZ75, PLZ74, PLZ85).
I also tried to filter the combined field of 'responsible for Sales' and 'Postal area'. At the Moment there are all possibilities of variations in this filter list. So I could filter the table for the Moment, but for the future I have to fix it again and again with another new checkmarks.
My idea is to filter the combined field by a formula (filter in two steps as discussed before..), but it doesn't work..
sample workbook.twbx 50.7 KB
I've got the solution:
I created two calculated fields for two mentioned filters. The result of this two filters was "yes" or "no". A third calculated field "turnover of the sales man" results "yes", if the two other fields are saying "yes".
It's a bit complicated, but it works.
Thanks for your help