Inserting a comment that data is hidden or encouraging your coworkers to take advantage of CTRL+E (Worksheet -> Describe Sheet) will help to reveal the key components and inner workings of this solution. If you are working with a large dataset, the entire amount will be returned and make for a slow query (much slower than our blend since that solution employs a filter). This can be a tricky solution because there is no filter being applied. Step 7: Format your view by removing the IN/OUT set from Color. Hiding removes rows from the visualization despite the database returning far more information. Tableau displays the values returned by the database. ![]() NOTE: We are not filtering data here filtering removes rows from the query, so the database returns less information. Step 6: From the color legend, right-click OUT and select HIDE. ![]() Step 5: Put another copy of IN/OUT on Color. Step 4: Put your IN/OUT Set on Filters and on detail set the filter to match values that = IN. Step 3: We will be using IN/OUT functionality, so if you’re using Excel or Access, you’ll need to take an extract (see: Working with Jet Data Engine Limitations). Step 2: Right-click the parameter and click Show to add it to your view. Leave the defaults for General and Condition. Step 1: Right-click your Customer Name dimension and select Create Set. Simply hiding the values that are OUT will simulate a Top N filter and preserve your accurate percentages. How it works: The IN group of the IN/OUT set can be resized by the Top N filter. Taking an extract and hiding fields that you won’t be using in your secondary data source may be a better approach when dealing with a larger data set. This method may be less desirable on large data sets. The view below shows both a % of Year calculation (via a table calculation) along with the % Overall (using our calculated field). Step 4: Format the calculated field to show a percentage. Step 3: Create a calculated field called % of Total: 1 SUM (primary ) / SUM (secondary ). Step 2: Build out your primary data source (based on the view above). Step 1: Right-click the data source and select duplicate (break any active links from primary to secondary). If we apply a filter, it will only filter the numerator. This allows us to use our primary sales as the part and secondary sales as the whole. We will be using the Sales field from our primary dataset as our numerator and the Sales field from our duplicated dataset as our denominator. How it works: We will duplicate our primary data source and create a calculated field that presents our percent of total calculation in a part to whole format. Using an index filter (index table calculation).Using a calculated field and a duplicated data source.Make our data look like its being filtered hide data that would normally be filtered.Calculate our percent of total before our filter is processed.We have two main options to fix this dilemma: In this case, because top N filters process before table calculations in Tableau, the data is being filtered before the percent of total is being calculated. Operations are processed in a predictable sequence. ![]() The problem here is because of order of operations (remember PEMDAS?). Notice that for 2010 Joan Schaefer NOW accounts for 21% of total sales. Here is the same view above, filtered to only the top 5 sales by customer. Since my % of total calculation is calculating over the records that are in my view, this number will change every time I adjust my filter. Notice that for 2010, Joan Schaefer accounts for $21,484 in sales or. I have snapped a screen shot of only the top 10 (unfiltered). Problem Explained:īelow, I’m looking at my sales data over the course of several years. Today we’re going to examine what’s happening here and three ways to keep those percentages within your filters. “I made a view that shows my percent of total sales, but when I apply a filter, the values change. Frequently in my training classes, a student will ask:
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