6 Replies Latest reply on Dec 13, 2016 5:25 AM by Shinichiro Murakami

Prevent Fixed LOD function from being altered by filters

Nadir Steinmetz Dec 7, 2016 7:57 AM

Hi!

I would like to calculate market shares of companies, but I am having an issue making the FIXED function keep being equal to actual total.

For instance, I would like to calculate a company's market share by Segment in Region 4 and in Group E. The formula I am using is the following, considering dimensions I would like to influence the total sales that should be used:

{ FIXED [Season],[Segment],[Region],[State],[Sub Region],[Group]:SUM([Sales])}

In the image below, it is possible to see that, when all companies are selected, this function equals indeed the total sales:

However, when I choose a company, these numbers that should remain fixed change (some remain the same). For instance, when selecting CompanyE:

This would prevent me from calculating an accurate market share of the company. Is there any way to maintain the numbers of fixed sales as they are in the first image?

I am attaching the workbook - my Tableau version is 9.3

Thanks!!

Nadir

ExampleFixedSales.twbx 1.0 MB

1. Re: Prevent Fixed LOD function from being altered by filters

Norbert Maijoor Dec 7, 2016 8:23 AM (in response to Nadir Steinmetz)
Hi Nadir,

Find my approach as reference below and stored in attached workbook version 9.3

ExampleFixedSales.twbx 1.1 MB
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2. Re: Prevent Fixed LOD function from being altered by filters

Nadir Steinmetz Dec 7, 2016 8:42 AM (in response to Norbert Maijoor)

Hi Norbert,

Thank you very much for your response.

However, I want to combine info, for example considering total sales of Segment 4, in GroupE in Region 4, what would be market share of each company. Therefore I put more than one dimensions in my Fixed Sales calculated camp.

Is there any way to do this?

Regards

Nadir
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3. Re: Prevent Fixed LOD function from being altered by filters

Shinichiro Murakami Dec 7, 2016 9:41 AM (in response to Nadir Steinmetz)
Nadir,

Here is my approach.
Because your data includes Null, Filtering Company is resulted in losing the frame work.

Instead, duplicate the data source and link only with fields in the table. But exclude "Company"

If you data has 0 on all the combination of the table, you initial approach should work.

Thanks,
Shin

ExampleFixedSales_SM_9.3.twbx 2.1 MB

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4. Re: Prevent Fixed LOD function from being altered by filters

Norbert Maijoor Dec 7, 2016 10:39 AM (in response to Nadir Steinmetz)

Goodevening Nadir,

Oke then it should be

{fixed Segment, Region, Group: sum(sales)}
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5. Re: Prevent Fixed LOD function from being altered by filters

Nadir Steinmetz Dec 13, 2016 5:04 AM (in response to Shinichiro Murakami)

Thank a lot Shinichiro!!

I believe this solves my issue.

Best regards,

Nadir
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6. Re: Prevent Fixed LOD function from being altered by filters

Shinichiro Murakami Dec 13, 2016 5:25 AM (in response to Nadir Steinmetz)

You are welcome.
Could you mark my answer as correct.

Thank,s
Shin
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