#Tableau Desktop & Web Authoring175 personnes en discutent

Hi everyone,

I’m trying to solve a Tableau issue involving FIXED LOD calculations, a Max Run Date context filter, row-level highlighting, and a blended data source.

Background

I have a dashboard with two sheets/tabs.

Sheet 1 – New Prescribers

This sheet identifies New Prescribers at the HCP level.

The sheet has the following filters:

•  Max Run Date Flag = True — in context
•  Trial = True 
•  User Filter = True 
•  Several territory/region dimensional filters 

My Avg Patients calculation is:

{ FIXED [NPI], [Month] :
    AVG([unique_patients_yutrepia_winrevair_zinc_cvs])
}

My New Prescriber calculation is:

ZN([Avg Patients]) > 0
AND
{ FIXED [HCP] :
    MAX(
        IF [Run Date] < { MAX([Run Date]) }
        AND ZN([Avg Patients]) > 0
        THEN 1
        ELSE 0
        END
    )
} = 0
Sheet 2 – Summary/Output Table
The second sheet is an output table that is being rendered through a SuperTable extension.
The row dimensions are approximately:
HCP
Institution
CPS Region
ALD Region
NPI
CPS Territory
ALD Territory
NPI Specialty
State
ZIP
...
The table also contains monthly patient measures such as:
Jun Est Pts
Jul Est Pts
Aug Est Pts
I am not displaying the New Prescriber field as a column.
Instead, I need to use New Prescriber only to highlight the entire row of the 5 New Prescribers in SuperTable.
The problem
Initially, I did not have Max Run Date Flag in context on Sheet 2.
I placed the New Prescriber field on Detail so that SuperTable could use it for row highlighting.
This worked correctly:
The table had the correct number of rows.
The 5 New Prescribers could be identified/highlighted.
However, I also have a ratio calculation involving two data sources:
Yutrepia Patients → Primary data source
Shipment Patients → Secondary/blended data source
Without Max Run Date Flag in context, the ratio does not return the expected values.
When I add Max Run Date Flag to Context
The ratio/counts become correct.
However, once Max Run Date Flag is in context, putting the New Prescriber field on Detail causes the table to split/increase rows.
For example, an HCP that should appear as one row can effectively get split because of the New Prescriber value at the underlying record level.
I don't want New Prescriber to change the existing row grain. I only want it to act as a highlighting flag.
So I currently have this conflict:
Setup	Result
Max Run Date NOT in context	Correct row count + New Prescriber highlighting works, but ratio is incorrect
Max Run Date IN context	Ratio is correct, but New Prescriber on Detail causes additional/split rows
What I am trying to achieve
I need all of the following simultaneously:
Keep Max Run Date Flag as a context filter because it currently makes the blended ratio calculate correctly.
Identify the same 5 New Prescribers as Sheet 1.
Use the New Prescriber result only for row highlighting in SuperTable.
Do not add New Prescriber to the dimensional grain or create additional rows.
Keep the Yutrepia Patients / Shipment Patients ratio accurate.
Maintain the existing HCP/NPI/institution/etc. row structure.
My questions
1. Why does adding Max Run Date Flag to context cause the New Prescriber field on Detail to split/increase the rows?
I understand Tableau's order of operations, but I'm not clear on exactly how the context filter is interacting with my FIXED [HCP] calculation and the existing row grain.
2. Is there a way to calculate the New Prescriber flag at the HCP level and expose it to SuperTable without making it part of the mark's dimensionality?
For example, should I be using an aggregated version such as:
MIN([New Prescriber Flag])
or
ATTR([New Prescriber Flag])
instead of placing the dimension directly on Detail?
3. Is my current New Prescriber LOD logically correct when Max Run Date Flag is a context filter?
The calculation needs historical Run Dates because it checks:
[Run Date] < { MAX([Run Date]) }
But the context filter may be restricting the data before the FIXED LOD is evaluated.
Could this be the reason for the unexpected behavior?
4. Most importantly, how can I solve the ratio and highlighting requirements without increasing the row grain?
Would the recommended solution be to:
change the LOD,
create a separate HCP-level flag,
use a separate data source/relationship,
use a table calculation,
use an aggregated field on Detail,
or handle the Max Run Date differently?
One additional detail
The Avg Patients calculation is:
{ FIXED [NPI], [Month] :
    AVG([unique_patients_yutrepia_winrevair_zinc_cvs])
}
while the New Prescriber logic is fixed at [HCP].
The output table itself contains several dimensions below/alongside HCP.
So I suspect there may be a grain mismatch between [NPI] + [Month], [HCP], and the output-table grain, but I'm not sure whether that is the actual root cause.
What would be the recommended Tableau approach to achieve this without duplicating/splitting the rows?
this is from databricks sourc and i don;t have access to those sources so couldn't share the .TWBX file part of confidential.
Thanks!

This correctly identifies 5 HCPs as New Prescribers

on Sheet 1. 

A follow up to my previous post:  Using multiple CTEs in Tableau | Salesforce Trailblazer Community

I now have to add 2 temporary variables, a start_date and end_date.  The code works w/ 1 temporary variable but fails when I add a second temporary variable.  The error message I receive says  

Actual statement count 3 did not match the desired statement count 1. 

Initial SQL Error. Check that the syntax is correct and that you have access privileges to the requested database. 

This is my code.  Would appreciate any help.  Thank you!

SET START_DATE = '2026-08-31'::DATE;

SET END_DATE = '2026-09-05'::DATE;

CREATE TEMPORARY TABLE AAAA_DB.AAAA_TB.test1 AS 

WITH RECURSIVE

business_dates (business_date) AS (

    SELECT $BUSINESS_START_DATE::DATE

    UNION ALL

    SELECT DATEADD(day, 1, business_date)

    FROM business_dates

    WHERE business_date < $BUSINESS_END_DATE::DATE

),

followed by multiple CTEs

#Tableau Desktop & Web Authoring

I have two sheets in my Tableau dashboard:

1. Bar chart Sheet – A stacked bar chart showing HCPs Called vs. HCPs Not Called, broken down by Decile Group.
2. Detail Sheet – A detailed table showing individual HCP-level information.

I want the following interaction:

When I click on a specific segment of the stacked bar—for example, Decile Group 1 → HCP Not Called, where the count is 9—the detailed sheet should display only those 9 HCPs who belong to that specific segment.

However, currently, when I click on the bar, Tableau is filtering only by the Decile Group. So instead of showing the 9 HCPs who are Not Called, it shows all 77 HCPs belonging to that Decile Group.

Requirement

I want the dashboard action to filter based on both dimensions:

• Decile Group
• Called / Not Called status

So, if I click:

Decile Group 1 → Not Called (9)

the detail sheet should show exactly those 9 HCPs, not all 77 HCPs in Decile Group 1.

Is there a way to achieve this in Tableau using a dashboard filter/action or a calculated field? 

How to change the font of transaction type to match same as the number values .For example - Production Order Picking should be blue same as its value . Please have a look at the screenshots .It has to match the transaction type legend .Thankyou   

I have been asked to replicate a bar chart previously manually updated in an Excel file, which we are currently developing a Tableau datasource for. Image of the Excel chart is attached here. 

The chart tracks the total count of projects that changed statuses from month to month, but only considers changes between *specific* statuses (certain status changes are considered "status quo" even if a change occurred). 

Buckets should be as follows, roughly: 

'APPROVED', 'REAPPROVAL' status should populate 1 if the status was neither of these in prior month (this indicates the project "opened" in the current month) 

'CLOSED', 'CANCELLED' status should be a -1 if the status was neither of these in the prior month (this indicates the project was "completed" in the current month) 

All other situations, should be 0, at least for now. (There might be a few other specifics here, but I can work those out on my own, if I can get the basic chart built). 

Then, for each given month, the chart would count all of the 1s and create a positive bar of that total number (so if 5 projects have a "1" in September, meaning they were opened in that month, the positive part of the bar would extend up to 5 on the vertical axis); then the portion of the bar that extends below the 0 of the vertical axis would count all of the -1s and create a negative bar of that total (so if 7 projects have a "-1" in September, meaning they were completed in that month, the negative part of the bar would extend down to -7 on the vertical axis). 

I've attached an Excel sample dataset here that has all of the relevant information for this viz. I know it's only two months, but that's all I have, and if I can get September to work vs. August, then I think I can get other months in the future to work too. (If it's absolutely critical I have mock data for more months, let me know).