Fabio, you're using quick filters?
Best way doing it is using parameters.
Can you post a twbx file?
Hi Fabio, a packaged workbook will be helpful, but I think you can get around this issue two ways: level-of-detail (LOD) calculations (if you're using Tableau 10) or table calculation filters.
LOD calcs built using the FIXED keyword work at the context level, which means that non-context filters (i.e. filters on the sheet that aren't gray) don't affect them at all. LOD calcs are available in Tableau 9, but I think that you'll need Tableau 10 for my workaround because you need to use an expression in the LOD dimensionality.
Table calculation filters, on the other hand, can filter what's visible to the user without changing the underlying data or level of detail. For instance, you could build a monthly view with a 12-month rolling sum of leads, and with table calculations, you can show only a subset of the months. Let's say that you wanted to show only the last month. Using a filter where "LAST() = 0" is TRUE would keep only the last month.
Let me know if either of these potential solutions might interest you.
Thank you for your help. I'm using version 9.3, so I will try to follow the second alternative.
Are there more details for this explanation?
How could I post a twbx file? I see only video and pic format to send.
Hi Fabio, here are the steps I would take:
- Add a filter that keeps exactly one year of data (to be used for your cumulative calculation). For instance, if you want it to end as of today, you can use the relative date filter and set it to 1 year. If you want the user to be able to set the end date, then we can discuss other options.
- Put discrete months into columns as you've done in your screenshot.
- Add [QTD Leads] as a measure to your view and use a Quick Table Calculation to get the total over the year. Running Sum should work fine. This will be your cumulative calculation.
- Add [QTD Leads] again to serve as your per-month calculation.
- Create a calculated field with this formula:
Set the default table calculation (in the bottom-right corner of the editor) to be along your date dimension.
LAST() = 0
- Put this new calculated field into your filters and filter in only TRUE values. Edit the table calculation (right-click the filter) and make sure that it's computing along the date dimension.
Assuming that you configured the table calculation correctly, this will hide all but the last month, but it won't filter out the rest of the data.
Ah, tem essa opção quando eu abro uma discussão. Posso abrir em uma nova?
Poder pode mas será que não dá pra editar essa?
Onde eu consigo editar?
Fui na minha primeira mensagem mas só aparece as opções de Curtir, Responder e Compartilhar.
Mandei o .twbx. Apareceu ai?
Hi, David! First of all, thanks for your help.
I think we're almost there.
The cumulative leads in last year was right, but it is only displayed the month of August. I tried to detail the days of August (which is the goal), but only appears the last day of the month, the 25th in the case.
The idea was to show the accumulated amount of a year on August 1, August 2 and so on, until today (25th August), in 25 bars.