7/6/2023 0 Comments Tableau public 10Select Analysis > Create Calculated Field. In the List of values, type the values Expand and Collapse. In the Create Parameter dialog box that opens, do the following: Here are some additional steps you can take to give your viewers more flexibility in displaying the customer subsets.įrom the Data pane drop-down menu, select Create Parameter. You can control the top N value by using the Top Customers 2 parameter control that appears in the view.Īdditional tips for improving the view's functionality In the Data pane, under Parameters, right-click the Top Customers 2 parameter, and select Show Parameter. This parameter will be used in combination with the Top N Customers by Sales set, to adjust the top N value in the view. This links the Top N Customers by Sales set to the Top Customers 2 dynamic parameter, instead of to a static list of 10. In the Edit Set dialog box, do the following:Ĭlick the value drop-down menu, and select the Top Customers 2 parameter. In the Data pane, right-click Top N Customers by Sales, and then select Edit Set.Step 4: Combine the Top N set with a dynamic parameter įrom the Data pane, drag the Top N Customers by Sales set to Color on the Marks card.This hides the In/Out labels while retaining the sort order so that your top N subset always appears at the top of the view. On the Rows shelf, right-click the IN/OUT(Top N Customers by Sales) set, and then clear Show Header. THEN "Top " + str() + " Customers"įrom the Data pane, drag Subset Labels to the Rows shelf, placing it between the Top N set and the Customer Name dimension. In the Formula text box, type the following formula to create dynamic labels for the customers in the set: In the Name text box, type Subset Labels. In the Calculated Field dialog box that opens, complete the following steps: In the Data pane, right-click the Top N Customers by Sales set, and then click Create Calculated Field. On the toolbar, click the Sort Descending button to make sure that the set is working. In the Name text box, type Top N Customers by Sales.įrom the field drop-down list (Category), select Sales.įrom the aggregation drop-down list, select Sum.įrom the Data pane, under Sets, drag Top N Customers by Sales to the Rows shelf.ĭrag the Customer Name dimension to the Rows shelf, positioning it to the right of the set.ĭrag the Sales measure to the Columns shelf. In the Create Set dialog box that opens, do the following: In the Data pane, right-click the Customer Name dimension and select Create > Set. This parameter will be used, in combination with the top N set you will create in the next step, to quickly adjust the top N value in the view. In the Name text box, type Top Customers 2. In the Create Parameter dialog box, do the following: In the Data pane, click the drop-down arrow in the upper right corner and select Create Parameter. In Tableau Desktop, open a new workbook and connect to the Sample-Superstore data source. If you use a file-based data source, such as a Microsoft Excel workbook or text file, you can take an extract with which you can create sets. Sets were introduced with Tableau Desktop version 8.0.įor live connections, the In/Out functionality requires a relational or multidimensional data source. The method described in this article for creating a view of the top customers uses the In/Out functionality of sets. When they change the number, the view updates accordingly. The view includes a control that your users can adjust to change the number of customers included in the top customers group. This article describes how to create an interactive view that separates your customers into two dynamic groups: If you collect large sets of data that you want to visualize, you might find that limiting the amount of information displayed to an important subset of records helps you work with and answer questions about the data more effectively.
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