Top N filtering

Continuing with the example scenario we introduced in Chapter 3, Connecting and Shaping Data, Pam has been learning a lot about how to segment her data and using navigational features to highlight insights. However, Pam wants to do more to visually show important information. To this end, perform the following steps:

  1. If you don't already have a Utilization page, create a new page and rename this page Utilization.
  2. Switch to the Utilization page.
  3. Create a table visualization along the right-hand side of the page using Name from the People table and %Utilization from #Measures.

This list is very long and Pam knows that managers will mostly be interested in the top and bottom performers. While the list can be sorted by clicking on the %Utilization column in the table, Pam wants to make it easier for managers to focus on the most important information. 

  1. Expand the Filters pane and then expand the Name filter by using the small down arrow icon in the header of the filter. Filtering is currently set to Basic filtering.
  1. Use the drop-down menu to change this to Top N.
  2. The Show items field appears and is set to Top. In the box next to this, type 10.
  3. Next, drag and drop %Utilization into the Add data fields here area underneath By value.
  4. Now, click Apply filter. The visual now displays only the top 10 employees based on their %Utilization.
  5. In the VISUALIZATIONS pane, click on the Format sub-pane (paint roller icon).
  6. Expand Total and turn Totals off.
  7. Scroll down and turn on Title.
  8. In the Title text, type Top Performers.
  9. Change the Font color to black, switch to a center Alignment, and increase the Font size to 12.
  10. Resize the visualization so that it's displayed in the top-right corner of the page.
  11. With the visualization selected, press Ctrl+C to copy the visualization.
  12. Press Ctrl+V to paste the visualization and drag this new visualization underneath the first visualization.
  13. Select this new visualization and, in the Filters pane, expand the Name filter and change Show items to Bottom.
  14. Click Apply filter. Note that more than 10 Names are displayed. This is because the bottom performers are all tied at 0%.
  15. Resize the visual as necessary to the bottom of the page so that all the values are displayed.
  16. Use the Format pane to edit the Title to Worst Performers.
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