If you collect large sets of data that you want to visualize, you might find that limiting the amount of information displayed to an important subset of records helps you work with and answer questions about the data more effectively.
Today we will see how to create an interactive view that separates the states in the Superstore data set into two dynamic groups based on sale:
→ The top N states by sale
→ All other states by sale
The view will include a control that the users can adjust to change the number of states included in the top states group. When they change the number, the view updates accordingly.
In Tableau Desktop, we will open a new workbook and connect to the Sample-Superstore data source.
Open a new worksheet.
In the Data pane, click the drop-down arrow in the upper right corner and select Create Parameter.
In the Create Parameter dialog box, do the following:
→ In the Name text box, type Top States
→ For Data type, select Integer
→ For Current value, type 5
This parameter will be used, in combination with the top N set you will create in the next step, to quickly adjust the top N value in the view.
In the Data pane, right-click the State/Province dimension and select Create > Set.
In the Create Set dialog box that opens, do the following:
→ In the Name text box, type Top N States by Sales
→ Click the Top tab
→ From the field drop-down list (Category), select Sales
→ From the aggregation drop-down list, select Sum
→ Click OK
From the Data pane, drag Top N States by Sales to the Rows shelf.
Drag the State/Province dimension to the Rows shelf, positioning it to the right of the set.
Drag the Sales measure to the Columns shelf.
On the toolbar, click the Sort Descending button to make sure that the set is working.
In the Data pane, right-click the Top N States by Sales set, and then click Create Calculated Field.
In the Calculated Field dialog box that opens, complete the following steps:
→ In the Name text box, type Subset Labels
→ In the Formula text box, type the following formula to create dynamic labels for the states in the set:
IF [Top N States by Sales]
THEN “Top ” + str([Top N States]) + ” States”
→ Click OK
From the Data pane, drag Subset Labels to the Rows shelf, placing it between the Top N set and the State/Province dimension.
On the Rows shelf, right-click the IN/OUT(Top N States by Sales) set, and then clear Show Header.
This hides the In/Out labels while retaining the sort order so that your top N subset always appears at the top of the view.
From the Data pane, drag the Top N States by Sales set to Color on the Marks card.
In the Data pane, right-click Top N States by Sales, and then select Edit Set.
In the Edit Set dialog box, do the following:
→ Select the Top tab.
→ Click the value drop-down menu and select the Top States parameter.
→ Click OK.
This links the Top N States by Sales set to the Top States dynamic parameter, instead of to a static list of 10.
In the Data pane, under Parameters, right-click the Top States parameter, and select Show Parameter.
You can control the top N value by using the Top States parameter control that appears in the view.
Create a calculated field and call it Grouped States
→ In the Formula text box, type the following formula to create dynamic labels for the customers in the set:
IF [Top N States by Sales]
From the Data pane, drag Grouped States directly on top of the State/Province field on the Rows shelf, so that it replaces it.
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