Afternoon all,
I am new so please bare with me. I am trying to figure out what's the best way to work/interact with a hierarchy. Due to privacy issues, I cannot attach a workbook.
My project revolves around the management of my company's wireless inventory.
Here is a pic of hierarchy:
I get that a group allow me to put non-related values together. Sets are another way to filter out values that you do not want to see. I could just create a simple filter, but when you have a lot of "extra" values this increases the size of the options to be selected, even when I select "only relevant values" as there are many "extraneous organizations" that need to be "filtered" out of the view.
I am wondering is it a better technique to create a group or a set to "filter" out these extraneous organizations? I want to eventually include filter control of only relevant values and have just a few options to keep it to a compact size.
I am also wondering if one can create a calculated field that returns just the values that I am interested in. Such as IF [level3] = ORG1 Then [level4] = ORG1A, ORG1B. I thought perhaps that I could then pass these values to a parameter control.
Thanks,
Scott Carman
Hi Scott
Looks like an excel table -
There is a basic difference between Tableau and Excel -- Excel is cell based and works on one cell at a time and then extends that over a range
Tableau is data base driven and works on a dimension at a time (think a column in your excel file)
OK so what - in Tableau you want load your data in terms od dimensions (that is how your data is broken down - like hierarchy) and values
Then dimensions are the classification of columns in a virtual table the rows are the records - the measures are the values that fill the table
if you organize your data as
Level 1 Level 2 Level 3 measure 1 ... measure n
Org level next hierarchy level next hierarchy level x y
now your hierarchy is set by the data input
the first columns are like a permutation the you can drag into the viz in a summary or detail level and the values will fit into you calculated fields
Jim
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