Create static percentile reference line in Tableau

0
votes

enter image description hereI have a scatter plot with a filter that toggles between industry and client specific data. I am able to show the 80th percentile of the industry data as a reference line, but when I filter to the client data the 80th percentile reference line changes to represent the client data.

How can I filter to the client data, but keep the 80th percentile reference line static to the industry data? I basically want the reference line to show the 80th percentile of the industry data when I filter to the client data so I can compare the client data to the industry as a benchmark. Is this possible in Tableau?

1
tableau-apipercentile

1 Answers

0
votes

This kind of Analysis can be easily done with a highlighter instead of filter. I am treating 'Furniture' as your 'Industry' data in below example.

  1. Find 80 Percentile of Furniture(Industry) using calculation
 IF [Category]='Furniture' THEN 
     {FIXED [Category]:PERCENTILE([Furniture Profit],0.8)} END
  1. Build the view and add the calcualation '80 Percentile Furniture' to detail

  2. Add a reference line as below. Remeber to uncheck 'Show recalculated line for highlighted or selected data points'

    enter image description here

  3. Now you can highlight another category, but the reference line will still show the data for 'Furniture'. enter image description here