How to Use Set Actions to Maintain the Rank of a Dimension Upon Filtering

-

How to Use Set Actions to Maintain the Rank of a Dimension Upon Filtering:


 Example: We take the Sample Super store Data

We Rank the subcategory According to the sales:


Steps:

    i) Take sales to Column shelf

   ii) Sub-Category to Rows shelf

  iii) Sort the sub-category according to sales.

  iv) Again take sales to Label.

  v) Then change that to Rank.  RANK(SUM([Sales]))

 vi)  If we take sub-category into filter and shows filter then it looks like below mentioned image :

 vii) On above mentioned Storage rank is 3. On filter section, if we deselect all and select only Storage on filter, Then Rank changes or reset to 1.

  viii) We fix that using Set Action. Remove the sub-category to filter section.

   ix)  Then create a set based on sub-category











  x)    Create a set based on sub-category with name “Sub-Category Set “,Select from list only check the machines and then click on ok.

  xi)  Then put “Sub-category set” into color. On previous the Machine Rank is 6. Now the Rank reset to 1.And other are also change their rank also.


 xii)  Then put the Sub-Category Set into Rows Shelf. Now the Machines rank changes into 6.




  xiii)  Also check the rank function of sales. On drop down go to edit table calculation check both Sub-Category and In/Out of Sub-Category Set.


  xiv ) Select the out part, Right click and then Hide.

  xv)  Then Go to Worksheet then click on Actions. Then Action Page is open.

  xvi)  Then Click On Add Action and select Change Set Values.

  xvii)  Then Add action page is open, Change the name into Update Sub-Category.

   xviii)  On target Set choose sub-category Set. And also select add all values to set.

   xix)   Then Remove the Sub-Category Set into rows shelf. Now whatever sub-category name select it gives the correct rank.” Art” rank is 14. If we select Rank it gives the same result.




Comments

Post a Comment

Popular posts from this blog

Computed Sets Vs. LODs

-
Image
Computed Sets Vs. LODs: https://public.tableau.com/profile/ritimugdha.das2797#!/vizhome/ComputeSetVs_LOD/ComputeSetVs_LOD How Many Products are sold in Two Regions: Using Sample Superstore Data Set: Method 1:(Using Set) Create a set ,Right click /Click on drop down of Product name then select create then click on Set. Create set page is open .Give the name of set what you want to create.Now I create a set with name "Product in Two Region" Go to Condition,Click on By field radio Button, then on drop down you needs to select "Region",Count(Distinct),=2.While Clicking on ok. "Product in two Region" set will be created. Take the "Product in Two Region"set to rows shelf and Product name to column shelf. Take the Product name to column shelf and on drop down of product name ,choose measure and select count(Distinct). Method 2:(Using Fixed LOD expression) How Many Products are sold in 1,2,3 or 4 Regions: Sets onl...
Read more

Rank Function in Tableau

-
Rank function : you can create a calculated field using Rank function. Rank(expression,[‘asc’],[‘desc’]) For  example of rank function we take below table Example:  Stores Sales A 10 B 20 c 20 d 40 e 50 a.        If we use ‘ Rank(Sum([Sales])) ’ we get the result as Stores Rank Function Sales A 5 10 B 3 20 c 3 20 d 2 40 e 1 50 Here rank 4 is skipped. b.       Rank_Dense () RANK_DENSE(sum([sales])) Stores Rank Function Rank Dense function Sales A 5 4 10 B 3 3 20 c 3 3 20 d 2 2 40 e 1 1 50 On this same number gives the same rank. on above example on two cells sales amount is 20 . then it gives same rank to both. c.        Rank_modified() Create a calculated field using rank_modified function  Rank_modified(expression,[‘asc’I...
Read more

DATE FUNCTION IN TABLEAU

-
DATE FUNCTION :   1.          DATEADD   Function :  DATEADD(date_part, Interval, date)  Example : DATEADD(‘day’,15, #2014-09-15#)  = 2014-09-30  12:00:00 AM       2.   DATEDIFF   function   : DATEDIFF(date_part,date1,date2, start_of_Week )  : ‘Start_of_Week’  is not mandatory    DATEDIFF(‘day’,#2014-09-05#,#2014-09-20#)  = Five 3.          DATENAME Function :  DATENAME(date_part, date, [ start_of_Week] )  : ‘Start_of_Week’  is not mandatory  DATENAME(‘Month’,#2014-09-01#)  = “September” Datename(‘weekday’,[order Date])= Sunday,Monday,Tuesday,…,Saturday) DATENAME('month',[Order Date])=January,February,March,…. DATENAME('week',[Order Date]) (Week number)      4.   DATEPARSE Function : DATEPARSE(format,String)   This date functions prim...
Read more