8 Replies Latest reply on May 2, 2018 11:36 PM by Sreenath Raveendran

    Calculated field for bar chart filter

    Sreenath Raveendran

      Hello All,

       

      Im new to tableau so could you please some advise a solution for the below scenario.

       

      My datasource looks like below

       

      SalesRep
      ClientOrder Date
      Sales
      1A4/1/20185
      1A4/2/201810
      1A4/3/201810
      1B4/6/20184
      1B4/20/201820
      1C4/15/201814
      2D4/6/201860
      2D4/14/201825
      2D4/25/201810
      2E4/10/201815
      2F4/28/201810

       

       

      On a sheet table, im showing the Sales Rep, Client name, their first order date, sum of sales and also have a filter added using first order date (Calculated).  First order date is calculated using the expression MIN(orderdate).

       

      SalesRepClient
      First Order Date
      Sales
      1A4/1/201825
      1B4/6/201824
      1C4/15/201814
      2D4/6/201895
      2E4/10/201815
      2F4/28/201810

       

      On another sheet, im displaying a bar chart with salesrep in rows and sum of sales in columns as below

       

      Sales RepSum
      163
      2120

       

       

      If i apply the filter, bar chart not displaying sale rep sum with in the condition. Suppose if i select first order date filter as 4/15/2018 then table filtered correctly but chart should display the sum of client sales whose first order date >= 4/15/2018. Seems chart taking first order date [min(orderdate)]  within the sales rep fields and not displaying anything. Im expecting the table and chart as below.

       

      Table:-

      Sales RepClientFirst Order DateSales
      1C4/15/201814
      2F4/28/201810

       

      Chart :-

       

      SalesRepSum
      114
      210

       

       

      If i insert client field to rows shelf then it shows the chart but i need to draw the chart only for sales rep. Please advise.

       

      First Order Date : MIN(orderDate)

       

      First Order Date Filter :

       

      IF([First Order Date] >= [First Order Date (Start)] AND

          [First Order Date] <= [First Order Date (End)] )

      THEN TRUE

      ELSE FALSE

      END