Innovative Tableau by Ryan Sleeper

Innovative Tableau by Ryan Sleeper

Author:Ryan Sleeper [Sleeper, Ryan]
Language: eng
Format: epub
Publisher: O'Reilly Media
Published: 2020-05-02T00:00:00+00:00


How to Group the Top N and Everything Else with Parameters and Sets

The first step to showing the dimension members of the Top N and grouping everything else into one line is to create a parameter for the Top N. This will eventually allow the end user to choose how many individual dimension members to show (i.e., Top 5, Top 6, Top 7).

The allowable options are flexible and up to you, but here’s one example in which I allow options between 5 and 20 in multiples of 5:

Next, create a set for the dimension you want to segment. For this tutorial, I will create a set out of the State dimension in the Sample – Superstore dataset. The set will be set up to show the Top N States by Profit measure.

To start a set, right-click the dimension and then, on the menu that opens, hover over create, and then click Set. The Create Set dialog box opens in which you can set the conditions for which states should be included in the set. Because we want to keep the Top N based on a specific measure, navigate to the third tab: Top.

Here you can choose a specific number to keep (the default is 10), but you can also click the drop-down arrow located to the right of the hard-coded value and choose our newly created Top N parameter. Based on our parameter settings, this will keep 5, 10, 15, or 20 states in the set depending on the current selection.

To finalize the set, we also want to change the measure that the set is based on to Profit.



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