Tableau: Create a parameter to see individual fields or sum

1
votes

I have 3 variables of interest:

  • City
  • Amount
  • Round: can take value of A or B

My dashboard is set such as each row represents a city, an in the column there is the amount. The amount column is divided in 2: Round A and Round B. (the user can see the amount for each round next to each other).

I am trying to create a filter or parameter that let's me see the Amount for round A and B next to each other or the sum of both. Currently, the filter allows me to see round A or round B or both next to each other. I want to also be able to see the sum.

I was advised to make a parameter this way (it does change anything):

  1. Right click on Round measure and create parameter. I added values from Round.
  2. Show Parameter
  3. Right Click on Round measure and create set. On the condition tab, by formula: [Round] = [Round Parameter]

Thanks (absolute beginner on Tableau)

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1
tableau-apidashboard
So Your round A is jan 2020 to Nov 2020 and round B is upto Dec 2019+Dec2020? Am I Correct? Have you tried sub-totals from Analysis menu? Can you please include a screenshot of your dashboard or alternatively your book on tableau public and share a link, please? – AnilGoyal
So I was asking about round field because the question was not clear earlier. See the answer, if I have correctly understood it now! – AnilGoyal
@AnilGoyal thanks a lot! there seem to be an issue with the sum part (even in your GIF). I suspect it comes from the Rounds calculated field, the last line. – Giuliano
Thanks for pointing it out. The error was in AMTS field. Now corrected, please check – AnilGoyal
Works perfectly! You've been very helpful, I'll use this way for other similar tasks I have as well. thanks! – Giuliano

1 Answers

1
votes

I think you want something like this (see the GIF)

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Proceed like this-

sample data taken

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Step-1 create a parameter (say parameter 1) like this

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Step-2 create two calculation fields with the following calculations-

ROUNDS with the following calculation

CASE [Parameter 1]
when 3 THEN [Round]
when 1 THEN (IF  [Round] = 'A' THEN [Round] end)
when 2 THEN (IF  [Round] = 'B' THEN [Round] end)
when 4 THEN 'Total'
END

Step-3 another calc field say AMTS as

CASE [Parameter 1]
when 3 THEN [Amt]
when 1 THEN (IF  [Round] = 'A' THEN [Amt] end)
when 2 THEN (IF  [Round] = 'B' THEN [Amt] end)
when 4 THEN [Amt]
END

STEP-4 Build the view using ROUNDS instead of round and AMTS instead of Amt, show parameter, click on NULL field when shown and EXCLUDE it. and you are done.

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