Top 10 Ranked Customers Chart

[swingr45]

I'm trying to create a bar chart to show our Top 10 Customers (customer is x-axis, total sales amount it y-axis). I've got the chart set up with the axes correct, but when I try to filter it down from all of the customers to just the Top 10, I'm having difficulties. I used the following Calculated Field to get the rank of each customer (it works if I create a PivotTable of just Customer Name and Rank).

RANKX(ALL(Customer),SUMX(RELATEDTABLE(GLEntry),[ReportAmount]))

I thought that I would add this as a Filter field on the chart and select 1 through 10, but I get an error saying "The field you are moving cannot be placed in that area of the report." when I try to do so. I'm sure I've made a small error, but I can't figure it out and would love some help.

 

[erinward11]

you can just use the filter in the chart. You should be able to click on the field button dropdown for Customers, then Select Value Filters and then Top 10. Make sure that the Sales Amount is a measure as well. I typically create measures out of numeric fields just be sure the Pivot table will respond correctly to them.

I may be over simplifying what you're trying to do, but this is how I create top 10 charts.

 

[swingr45]

you can just use the filter in the chart. You should be able to click on the field button dropdown for Customers, then Select Value Filters and then Top 10. Make sure that the Sales Amount is a measure as well. I typically create measures out of numeric fields just be sure the Pivot table will respond correctly to them.

I may be over simplifying what you're trying to do, but this is how I create top 10 charts.

Oh wow, I feel like a huge idiot. I thought that there was a feature like that but I was clicking in the wrong area. Thanks, Erin.