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Looking at image #1 you can see the individual scores of 7 listed Products is not summing up correctly by SAV or Customer. 

Score:  If Pct_of_Total >= .10 Then 1 Else 0 End

 

Once we have the Sum of Score working adding up correctly we then want to do a summary table where it lists Sum of Score (1 thru 7) with a count of SAV Name.  Basically we want the count of SAV Name or Customer that booked 1 or more combination of products with %of Total >= 10% (see Summary Table -  image #3).  I have included a packaged sample file (twbx).  Thank you.

 

Further aggregate a sum of total (summary level)

 

Test-correct+detail+%28tableau%29.jpg

 

Test-summary+%28tableau%29.jpg

2 answers
  1. Aug 9, 2017, 7:51 PM

    Hi Myrna!

     

    This behavior is being caused because of the table calculation function in the Score calculated field.  I was able to work around this with a few steps.

     

    1 - Change [Technology 1] to a Context Filter (right-click field on Filters shelf and select Add to Context)

     

    2 - Modify calculated field for [Score] to use this formula:  IF SUM([Restated Book Net])/SUM({ fixed [SAV Name - RST] : SUM([Restated Book Net]) }) >= .10 THEN 1 ELSE 0 END

     

    3 - Set the new [Score] field to have "Total Using" setting as Sum.

    Hi Myrna! This behavior is being caused because of the table calculation function in the Score calculated field. I was able to work around this with a few steps.

     

    The LOD version of the % of Total formula will allow the total to now be calculated.

     

    Hope that helps, thanks!

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