Last Modified Date: 14 Jan 2021
Environment
- Tableau Desktop
Answer
Step 1: Build the original view
- Add Customer Name and Sub-Category to Rows.
- Add Sales to Columns.
- Click the Sort button to sort the Sum of Sales.
Step 2: Create the set
- Right click Sub-Category, select Create > Set...
- Select the items to be analyzed.
- Add Sub-Category Set to Filters card.
- Right Click Sub-Category Set in the Filters card, select Show Set.
Step 3: Create the filter
- Create the following calculation field filter
{fixed [Customer Name]:max(if [Sub-Category Set] then "include" end)
- Add the calculation field filter to the Filters card, select "include" and click OK.
- Delete Sub-Category Set from the Filters card.
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