So i loaded this up in version 9.1 using the same data source (attached) and the same functionality occurs when Grand totals for columns are enabled. I don't think the functionality has changed between versions. Do you have a workbook where this isn't the case? If so, it might be worth creating a support ticket if the data can not be shared and the issue is reproducible as not happening in 9.1.
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Unfortunately the actual workbooks contain sensitive enterprise data so I can only do a mock-up . (BTW My original post had the wrong version, we've moved from 9.2.6)
I think you may have misunderstood my question as your workbook looks to have the functionality that has been lost in 10.1
This screenshot is in 9.2.6 -- using LAST() on the filter shelf can be used to limit the number of columns even with Grand Totals on.
This is the same workbook in 10.1, LAST() no longer works on the filter shelf to limit the number of columns, it merely hides the values on the pane but keeps the totals.
If it's possible to share the workbook with our support team, that might be helpful.
I'm going to call out Jonathan Drummey and Dan Huff as well as they may have a quick answer that I am missing here. I am unable to duplicate the functionality you are representing in that upper picture using 9.1 or 9.2.16
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Thanks to Bora Beran here’s a timeline of feature changes that explains what is going on:
- Pre 4.0, table calcs filtered totals
- 4.0 - changed to not filter totals
- 9.2.0 - changed to filter totals
- 9.2.8/9.3.1 maintenance release - changed to not filter totals
Some users want the behavior one way, some users want it the other, and some need it one way for some workbooks and the other way for other workbooks. Therefore Tableau is working on a feature that would give us a choice about what to do. 10.2 just shipped, so hopefully it’ll get into the 10.3 release.
The workarounds to get totals that are filtered in a Tableau version that doesn’t support filtering totals that I can think of are:
1) Rewrite the table calculations to use data blends or Level of Detail expressions.
2) #1 isn’t always possible (since LODs and data blends don’t support running calcs, among others) so in that case using the duplicated data source technique from http://drawingwithnumbers.artisart.org/customizing-grand-totals-part-3/ <http://drawingwithnumbers.artisart.org/customizing-grand-totals-part-3/> can be used.
3) My brain is telling me there’s another option but I can’t come up with it right now, if I can remember one I’ll post it.
... My brain is telling me there’s another option ...
That's "System 1" in action -- as Daniel Kahneman
described it in his fabulous "Thinking Fast and Slow".
Yep, there's another option, and it comes from an old-school SQL.
Namely, it starts with a Cross-Join to a Calendar table --
so [Date] from Calendar becomes the "as of Date".
So one could apply filters for the Current period,
Running across periods or period-to-date (such as YTD),
or even Moving periods (such as 7-day, 52-week or 12-month).
Please find the attached as an example of the Current & Running logic.
I've used [Number] for X-Join, 'cause the value is equal to 100 in every row.
Having calculations in joins (new in 10.2) applies the X-Join technique
to a broad number of cases involved measures accumulating over time.
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