I would actually re-structure your data to get what you need. I've flipped it really quickly, creating a flag for "Parent/Child", and then being able to match on letter.
Workbook attached (Note: Using version 9.3).
Book1.twbx 27.7 KB
Thats cool! I was looking for this view exactly.
Since I dont have an upgraded 9.3 version, can you please define the steps to ensure I fit in the idea that youve plotted ?
The data structure is a follows:
With this structure, you'll need to create 3 calculations for each Sum:
ASum=sum(if ([Ident A])="A" then ([Figure]) end)
BSum=sum(if ([Ident A])="B" then ([Figure]) end)
CSum=sum(if ([Ident A])="C" then ([Figure]) end)
Then, you can create the Parent sheet as follows (just filter IdentB where it ="Parent", as showin in the Filter shelf):
Do the same for the Child sheet, just filtering IdentB where it = "Child".
And then in the Dashboard menu, just select Action, and then make sure you only select "Selected Fields, and choose that IdentA to filter on.
TestWb2.twbx 22.2 KB
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Make sure IdentA is what you are coloring by, so that it is a detail level in both sheets. Is this the case? If so, could you post a screenshot of one of the sheets or re-post your workbook? Thanks!
Thanks for your quick feedback. The visualizations work for me now.
I've used PIVOT data to turn all Measures into one column. Since my data is inflexible from source, do you think PIVOT columns into rows will auto detect and create columns for me every time I refresh data ?
I tried using version 9.2.1, but it fails to refresh data. What do you think ?
Wow, this is really cool. I have never used pivot, and I am just now reading about it. What a cool function.
I'm not too sure about the refresh... are you adding a new data source every time or scheduling an extract refresh from a database? While I've never used this function before, I know other changes I have made to date (i.e. splitting it, making it text instead of integer), have remained after an extract refresh.
The other option you have (depending on the source of your data) is to make custom Custom SQL in Tableau to structure it the way you need.
It seems the ver 9.2 version bug. I have just installed the ver 10.0 and the data refresh seems to work on in spite of pivot.