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Topics#Tableau CloudBharath Kumar`'s Question
Bharath Kumar` asked in #Tableau Cloud
Mar 17, 6:20 AM

How can I get the Tableau Pulse Big Aggregated Share (BAS) for my point-in-time, snapped metric (i.e. Market share) to show the last aggregate Share%?

 While creating a metric based on two measure values, I want to display the share % of those AAUM values. The challenge I am facing is that I am able to get the current month’s share %, but when I change the period filter (for example, to the last quarter), it shows the sum of the selected quarter instead. Kindly help me resolve this issue.    

3 answers
  1. DIEGO FERNANDO MARTINEZ RODRIGUEZ (Modux)
    Mar 19, 12:53 PM

    @Bharath Kumar`

     

    Hi, this gives important info, you may create an advanced definition: 

    https://help.tableau.com/current/online/en-us/pulse_create_metrics.htm#advanced

     

     

    When the window opens, you need to create a calculated field similar to

    SUM(IF {INCLUDE:MAX(DATETRUNC("month",[Date]))}=DATETRUNC("month",[Date]) 
        AND [AAUM] = "Nippon"
    THEN [Sales] ELSE 0 END})/
    SUM(IF {INCLUDE:MAX(DATETRUNC("month",[Date]))}=DATETRUNC("month",[Date])
    THEN [Sales] ELSE 0 END})

     

    For AUUM industry the calc is similar:

    SUM(IF {INCLUDE:MAX(DATETRUNC("month",[Date]))}=DATETRUNC("month",[Date]) 
        AND [AAUM] = "Industry"
    THEN [Sales] ELSE 0 END})/
    SUM(IF {INCLUDE:MAX(DATETRUNC("month",[Date]))}=DATETRUNC("month",[Date])
    THEN [Sales] ELSE 0 END})

     

    If this post resolves the question, would you be so kind to "Accept this Answer"?. This will help other users find the same answer/resolution and help community keep track of answered questions. Thank you. 

     

    Regards, 

     

    Diego Martinez 

    Tableau Visionary and Tableau Ambassador 

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