Create static percentile reference line in Tableau











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enter image description hereI have a scatter plot with a filter that toggles between industry and client specific data. I am able to show the 80th percentile of the industry data as a reference line, but when I filter to the client data the 80th percentile reference line changes to represent the client data.



How can I filter to the client data, but keep the 80th percentile reference line static to the industry data? I basically want the reference line to show the 80th percentile of the industry data when I filter to the client data so I can compare the client data to the industry as a benchmark. Is this possible in Tableau?










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    enter image description hereI have a scatter plot with a filter that toggles between industry and client specific data. I am able to show the 80th percentile of the industry data as a reference line, but when I filter to the client data the 80th percentile reference line changes to represent the client data.



    How can I filter to the client data, but keep the 80th percentile reference line static to the industry data? I basically want the reference line to show the 80th percentile of the industry data when I filter to the client data so I can compare the client data to the industry as a benchmark. Is this possible in Tableau?










    share|improve this question
























      up vote
      0
      down vote

      favorite









      up vote
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      down vote

      favorite











      enter image description hereI have a scatter plot with a filter that toggles between industry and client specific data. I am able to show the 80th percentile of the industry data as a reference line, but when I filter to the client data the 80th percentile reference line changes to represent the client data.



      How can I filter to the client data, but keep the 80th percentile reference line static to the industry data? I basically want the reference line to show the 80th percentile of the industry data when I filter to the client data so I can compare the client data to the industry as a benchmark. Is this possible in Tableau?










      share|improve this question













      enter image description hereI have a scatter plot with a filter that toggles between industry and client specific data. I am able to show the 80th percentile of the industry data as a reference line, but when I filter to the client data the 80th percentile reference line changes to represent the client data.



      How can I filter to the client data, but keep the 80th percentile reference line static to the industry data? I basically want the reference line to show the 80th percentile of the industry data when I filter to the client data so I can compare the client data to the industry as a benchmark. Is this possible in Tableau?







      tableau percentile






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      asked Nov 14 at 22:31









      Zfrieden

      116




      116
























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          This kind of Analysis can be easily done with a highlighter instead of filter. I am treating 'Furniture' as your 'Industry' data in below example.




          1. Find 80 Percentile of Furniture(Industry) using calculation



           IF [Category]='Furniture' THEN 
          {FIXED [Category]:PERCENTILE([Furniture Profit],0.8)} END




          1. Build the view and add the calcualation '80 Percentile Furniture' to detail


          2. Add a reference line as below. Remeber to uncheck 'Show recalculated line for highlighted or selected data points'



            enter image description here



          3. Now you can highlight another category, but the reference line will still show the data for 'Furniture'.
            enter image description here







          share|improve this answer





















          • This is helpful, but I think I'm looking for something slightly different. "Category" will be my filter, so when I filter from furniture to technology I want the reference line to stay locked at furniture and the scatter plot to only show the technology data compared to the furniture reference line.
            – Zfrieden
            Nov 19 at 17:06











          Your Answer






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          up vote
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          down vote













          This kind of Analysis can be easily done with a highlighter instead of filter. I am treating 'Furniture' as your 'Industry' data in below example.




          1. Find 80 Percentile of Furniture(Industry) using calculation



           IF [Category]='Furniture' THEN 
          {FIXED [Category]:PERCENTILE([Furniture Profit],0.8)} END




          1. Build the view and add the calcualation '80 Percentile Furniture' to detail


          2. Add a reference line as below. Remeber to uncheck 'Show recalculated line for highlighted or selected data points'



            enter image description here



          3. Now you can highlight another category, but the reference line will still show the data for 'Furniture'.
            enter image description here







          share|improve this answer





















          • This is helpful, but I think I'm looking for something slightly different. "Category" will be my filter, so when I filter from furniture to technology I want the reference line to stay locked at furniture and the scatter plot to only show the technology data compared to the furniture reference line.
            – Zfrieden
            Nov 19 at 17:06















          up vote
          0
          down vote













          This kind of Analysis can be easily done with a highlighter instead of filter. I am treating 'Furniture' as your 'Industry' data in below example.




          1. Find 80 Percentile of Furniture(Industry) using calculation



           IF [Category]='Furniture' THEN 
          {FIXED [Category]:PERCENTILE([Furniture Profit],0.8)} END




          1. Build the view and add the calcualation '80 Percentile Furniture' to detail


          2. Add a reference line as below. Remeber to uncheck 'Show recalculated line for highlighted or selected data points'



            enter image description here



          3. Now you can highlight another category, but the reference line will still show the data for 'Furniture'.
            enter image description here







          share|improve this answer





















          • This is helpful, but I think I'm looking for something slightly different. "Category" will be my filter, so when I filter from furniture to technology I want the reference line to stay locked at furniture and the scatter plot to only show the technology data compared to the furniture reference line.
            – Zfrieden
            Nov 19 at 17:06













          up vote
          0
          down vote










          up vote
          0
          down vote









          This kind of Analysis can be easily done with a highlighter instead of filter. I am treating 'Furniture' as your 'Industry' data in below example.




          1. Find 80 Percentile of Furniture(Industry) using calculation



           IF [Category]='Furniture' THEN 
          {FIXED [Category]:PERCENTILE([Furniture Profit],0.8)} END




          1. Build the view and add the calcualation '80 Percentile Furniture' to detail


          2. Add a reference line as below. Remeber to uncheck 'Show recalculated line for highlighted or selected data points'



            enter image description here



          3. Now you can highlight another category, but the reference line will still show the data for 'Furniture'.
            enter image description here







          share|improve this answer












          This kind of Analysis can be easily done with a highlighter instead of filter. I am treating 'Furniture' as your 'Industry' data in below example.




          1. Find 80 Percentile of Furniture(Industry) using calculation



           IF [Category]='Furniture' THEN 
          {FIXED [Category]:PERCENTILE([Furniture Profit],0.8)} END




          1. Build the view and add the calcualation '80 Percentile Furniture' to detail


          2. Add a reference line as below. Remeber to uncheck 'Show recalculated line for highlighted or selected data points'



            enter image description here



          3. Now you can highlight another category, but the reference line will still show the data for 'Furniture'.
            enter image description here








          share|improve this answer












          share|improve this answer



          share|improve this answer










          answered Nov 15 at 21:20









          Jose Cherian

          3,09812227




          3,09812227












          • This is helpful, but I think I'm looking for something slightly different. "Category" will be my filter, so when I filter from furniture to technology I want the reference line to stay locked at furniture and the scatter plot to only show the technology data compared to the furniture reference line.
            – Zfrieden
            Nov 19 at 17:06


















          • This is helpful, but I think I'm looking for something slightly different. "Category" will be my filter, so when I filter from furniture to technology I want the reference line to stay locked at furniture and the scatter plot to only show the technology data compared to the furniture reference line.
            – Zfrieden
            Nov 19 at 17:06
















          This is helpful, but I think I'm looking for something slightly different. "Category" will be my filter, so when I filter from furniture to technology I want the reference line to stay locked at furniture and the scatter plot to only show the technology data compared to the furniture reference line.
          – Zfrieden
          Nov 19 at 17:06




          This is helpful, but I think I'm looking for something slightly different. "Category" will be my filter, so when I filter from furniture to technology I want the reference line to stay locked at furniture and the scatter plot to only show the technology data compared to the furniture reference line.
          – Zfrieden
          Nov 19 at 17:06


















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