First off, let me say that I do not take credit for the contents of this post. Credit is due to Joe Mako and Richard Leeke who responded to my questions on the Tableau Forum. This is a good time to say that if you aren’t using the forum yet, get over there to ask or answer all manner of Tableau questions from the trivial to the fiendish.
I am posting this solution because it is such a sweet use of calculated fields. Here’s the scenario: “I want the user to be able to see the top n customers’ average sales. They should be able to control the “n” value, and show or hide all the rest of the customers.” Here’s the answer:
I’m afraid I am not going to go through the solution. Why? Well, I barely understand it myself, and I don’t think I’d be able to explain it properly. I recommend you download the workbook and look at the forum thread to work it out. Otherwise, just be in awe at the work of Joe and Richard!
This is the third post on simple tricks that are available in version 6. This one represents a common request we get. The client says “I want to compare the performance of x against everyone else.” What is x? Well, it could be Customers, Departments, Countries, anything.
The drop-down filter is a parameter control, in this example showing every State in the Coffee Chain connection. The Tableau devs have made it easy to create a parameter containing every member of a Dimension. Right-click on the State Dimension, and choose Create Parameter…:
That’s your parameter list created – show the parameter control on your worksheet by right-clicking on the parameter and choosing Show parameter control.
Next up we create a calculated field to return either the State selected in the parameter, or all the others. This is essentially a dynamic Group, with one lone member of the Dimension, and everyone lumped together in the “Other” category. In this case, you can call the “Other” category anything you want. Here’s the calculated field:
This is the field you drop onto your worksheet. Whichever shelf it is on, it will only show two members: the State selected in the Parameter, and everyone else lumped together.