So you think you’re a Tableau expert? If you’ve arrived here, you must have decided to take our Tableau Master Challenge. If you didn’t arrive here from the challenge, go check it out here to get the details of the challenge and what you have to accomplish to succeed with this challenge.
If you did arrive here from the challenge, you’ll recall that your solution should result with this (reminder, this is based on the 9.3 Superstore demo data):
The solution to this challenge requires a knowledge of the nine types of filtering that Tableau supports. These filters occur in a specific sequence and have varying levels of “secureness”. For this challenge we’re only focusing on the sequence of filters. Specifically, the nine types of filters, in order, are:
To succeed in this challenge requires you to properly use a context filter, two dimension filters, and a table calculation filter. In addition, you need to use a level of detail (LOD) expression to bypass one of the dimension filters, but respect the other filters. So the proper solution should take advantage of the follow computation sequence:
If you don’t configure the view exactly right, you cannot achieve this sequence. The solution takes advantage of the fact that a FIXED LOD expression is always calculated prior to dimension filters. This essentially allows you to bypass the year and subcategory filters when computing the multi-year average.
If you take a look at the workbook you’ll find the solution. However, here are the steps you can use to recreate the solution on your own.
If you follow these steps exactly you should arrive at the correct answer, which is:
If you arrived at this answer, then congratulations, you have beaten the Tableau Master Challenge! If you didn’t arrive at this answer, try to figure out which step may have thrown you off. There are a couple of “gotchas” in this challenge that you might have missed, including:
Hopefully you enjoyed this challenge and learned something from it. Filtering seems like a simple, straightforward concept, but there’s a lot more to it than just the filter shelf in your view. If you found this challenging, take a look at our Tableau Master Class training course. We offer two day training that address topics like this, as well as other advanced Tableau concepts.