It seems like the fomula was throwing off your calculation. If you change the calculation to:
if ([% Adherence])>0.95 then "Outstanding"
elseif ([% Adherence])>=0.93 and ([% Adherence])<0.95 then "Excellent"
elseif ([% Adherence])>=0.9 and ([% Adherence])<0.93 then "Successful"
elseif ([% Adherence])>=0.86 and ([% Adherence])<0.9 then "Partially Successful"
this gets rid of the nested IF/THEN calc you previously had which is not really needed.
If you then place manager on rows, the new formula I provded above on columns and right click and drop CSR name on text mark on the marks type (select CNT in the pop up) should get you what you want. See sheet 7 in the attached 8.3 version WB.
QUERY CALCULATIONS - PG.twbx 137.6 KB
Thanks for your reply.
What you have shown in the above snapshot is the count of every record and what I need is the overall performance of the CSR.
Suppose a CSR has 30 records and his/her overall Adherence % (avg) is more than 95% then he/she should be Outstanding.
That was the reason I had taken AVG([% Adherence]) in the formula.
Currently what your table is showing the performance for every record and not at aggregated level.
I want to see on an average how many CSRs are under those brackets for respective Managers.
Ok, I get it. This would become increasingly easier with access to tableau 9.0. Do you have access to Tableau 9.0?
I am using Tableau Version 8.3.