Hello all,
Not having much success using similar questions regarding top N pie charts with an "other" category to consolidate the bottom findings. The examples all use sum of sales and I can't seem to repeat the procedure when it comes to [number of records]. The core issue is that when I use a filter, the set I have is not dynamically linked to the new filter so my pie chart is wrong. When it comes to dynamic top N ranking of [number of records] (with 'other'), how should I set up the following:
What should my parameters be?
What should my Set be?
What should my Calculated Field be?
If I could make a developer request, I know it probably doesn't work this way but in the Sets > Edit Set > General Preferences, there should be a button for "Use all Data after filters are applied."
Patrick,
Your link was very helpful and think I've got it figured out. I'm going to format the answer I'm looking for so I can search for it later - I do top N's a lot.
Goal: Tableau top 10 -- Dimension = [Error Message], Measure = [Number of Records] + 'Others' catch-all result
Procedure:
1) Create Parameter: [Top N] = integer, current: 10, range: 1-10.
2) Create Set by: right-click Dimension "Error Message" > Create Set > "Top N Error Messages Set" > Top > By Field, Top: [Top N] by Number of Records, Sum.
3) Create Dimension: [Chart DIM] = IF [Top N Error Messages Set] THEN [Error Message] ELSE 'Others' END.
4) Create Measure: [Chart DIM Measure] = IF [Top N Error Messages Set] THEN [Number of Records] ELSE 0 END.
5) Setup
a) [Chart DIM] goes into ROWS.
b) [Chart DIM Measure] goes into ROWS.
c) Any filters > right-click > "Add to context"
Optional:
6) Pie Chart
a) [Chart DIM] goes into colors
b) [Sum(Number of Records)] goes into size
c) [Sum(Number of Records)] goes into angle
What I learned: The new dimension "[Chart DIM]" and measure "[Chart DIM Measure]" are sensitive to the "add to context" filters.
