How can I display filtered value and grand total in the same sheet?

0 votes

I have a data source which is a database table where I group the number of active customers by SalesOwner. enter image description here

What I want to do is filter my sheet using SalesOwner so that I can make a bar chart that contains one of SalesOwners together with the Grand Total. What happens as of now is that when I filter my data and select one SalesOwner, the Grand Total obviously shows the grand total of that one filter.

Is there a way around this? A bar chart with just one of SalesOwners and the total?

Jul 26, 2018 in Tableau by Atul
• 5,530 points
80 views

2 answers to this question.

+1 vote

You can create a fixed calculated field using {FIXED : COUNTD(wk_customer)}  this will give your required answer with sales owner his total and grand total.

FIXED calculations are applied before dimension filters.  

A better way to represent this chart is by using a percentage calculated field.

  1. Select Analysis > Create Calculated Field. Name the calculation Percent of Total, enter the following calculation, and click OK: 

    { FIXED [Segment], [Region] : SUM([wk_customer]) }/{ FIXED [COUNTD(salesowner)] : SUM([wk_customer]) }

  2. Right-click Percent of Total in the Measures pane and select Default Properties Number Format...> Percentage

  3. Place Percent of Total on Columns

  4. Place Region on Rows

  5. Place Segment on Color.

  6. Place Percent of Total on Label.

answered Sep 15, 2018 by Machdata
• 340 points
Thanks @Machdata..Appreciate your enthusiasm and contribution :)
0 votes

Hi Atul,

    You can use dual axis graph instead to show the comparison of a single filter variable to grand total.

 By first calculating the grand total by using calculated field.Then following create dual axis graph for grand total and salesowner.

I used a similar data model ,to show the dual axis graph for number of customers for a region (sales owner) over all regions( sales owners ). 

hope this helps you.

answered Feb 26 by Cherukuri
• 26,220 points

edited Feb 27 by Cherukuri

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