Change count based on Filter in Tableau

0
votes

is there anyway to change the count in my tableau dashboard when I click filters?

This is about the total spent of the customers! I have tons of customers and have COUNTD formulas based on certain criterias and working well.

However, as part of the enhancement, we need to add this:

As we change the filter based on spent amount, the total count of customers should changed too.

Say:

  1. We have January to December (as customers names) and along side, we have the type of spent and total spent.

Customer Name TYPE Total Spent January INSURANCE 1,000 February INSURANCE 100 March RENT 150 April RENT 300 May INSURANCE 450 June CAR LOAN 359 July CAR LOAN 1278 August CAR LOAN 580 September RENT 456 October INSURANCE 1,200 November INSURANCE 100 December INSURANCE 100

I have created a filter based on the range of spent ( 100 - 1500)

enter image description here

Now, If the filter is set to ALL, then the total count of customers is 12.

If I change the filter to:

  1. 100 - 500, the total count should be 8 ,

  2. 500 - 1000 is 2, and

  3. 1000 - 1500 count is 2.

enter image description here

I tried using the FIXED function and cant seem to make it work. Hope someone can enlighten me.

Thank you!

1
tableau-api

1 Answers

1
votes

If using a FIXED this calculates BEFORE filters are applied, so filters don't alter the numbers. To rectify this add your filters to Context. In Context the filter calculates before the FIXED.

Check the Tableau order of operations, which may help you better understand this. https://help.tableau.com/current/pro/desktop/en-us/order_of_operations.htm