1 Reply Latest reply on Jul 21, 2018 7:33 AM by Zhouyi Zhang

    Need multi level filtering

    Vinay Navgere

      Data i am using is hierarchical with following levels : Level 1 : PM , Level 2 : Accounts , Level 3 : Securities  in the order that level 1 is highest followed by level 2 and three.

       

      LevelPMAccountSecurityMarket Value
      PM

      ACE

      ALLALL

      21000

      AccountACEACE TECHALL

      6000

      SecurityACEACE TECHIBM

      1000

      SecurityACEACE TECHMSFT

      2000

      SecurityACEACE TECHGOOGL

      3000

      AccountACEACE RETAILALL

      15000

      SecurityACEACE RETAILMACYS

      4000

      SecurityACEACE RETAILTARGET

      5000

      SecurityACEACE RETAILSEARS6000

       

      The output of Tableau should be as shown below and will not have PM , Account, Security as different columns but will be merged into a single column entity with Level mentioning what level of data we are seeing.

        

      LevelEntityMarket Value
      PMACE21000
      AccountACE  TECH6000
      SecurityIBM1000
      SecurityMSFT2000
      SecurityGOOGL3000
      AccountACE RETAIL15000
      SecurityMACYS4000
      SecurityTARGET5000
      SecuritySEARS6000

       

      I want to create a filter in such a way that when i select a level 2 row system should display both Level 2 and Level 1  ie for each row i should be able to see everything above that level . Which is when i select Entity ACE TECH the rows i should see is given below :

      LevelEntityMarket Value
      PMACE21000
      AccountACE  TECH600

       

      When i select entity IBM i should see the PM and the account row along with the row for IBM as shown below .

      LevelEntityMarket Value
      PMACE21000
      AccountACE  TECH6000
      SecurityIBM1000

       

      Will be really helpful if someone can direct me to a workable solution.

      Note : Sample shown above is a simple representation of actual data . I will not be able to transpose or change the layout of the data.

      Sample data and report are attached to the post