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Tableau 10.0 Best Practices by Jenny Zhang

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Filtering by calculated fields

In the previous section, we talked about different types of filters. In this section, we will focus on discussing different use cases of filtering by calculated fields.

Top N Rank

Now let's look at an example of using Rank() table calculation to filter the top product sub-categories for each order year in the Superstore data set.

  1. Drag Order Date to Rows, and set as Year (Order Date).
  2. Drag Product Sub-Category to Rows.
  3. Drag SUM (Sales) to Columns. You will see the following:

    Top N Rank

  4. The goal is to look at the top five product sub-categories for each order year, based on sales. To achieve this goal, we duplicate SUM (Sales) by dragging ...

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