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Tableau Dynamic Sorting

May 28th, 2012 19 comments

Recently I created a tabular report where it was a requirement for the user to be able to sort the list by all of the different measure columns. I generally publish my reports on to Tableau Server where sorting is easy by using the Tableau toolbar but I wanted to see how to do this without using the toolbar.

I began to think about ways to do this using parameters and calculated fields as a Dimension has the option of Sort By Field. Luckily I didn’t have to think to hard about how to do this as I stumbled across a blog post which describes how to set up dynamic sorting with Tableau. I slightly modified the more complicated of the 2 techniques described in that article, which I describe here.

For this example I’m going to use the Superstore Sales sample data Tableau provide and create a table showing the Customer State on the rows and the measure values Profit, Profit Ratio and Sales in the columns. If unsure how to do this check my other post on displaying data in tableau as a table. Read more…