Hello Tableau Community,
BUSINESS GOAL:
To show marketing's actual funnel metrics against marketing's goal metrics in a dashboard.
Please see the attached workbook with published extracts to Tableau Online.
PROBLEM:
The window calculations for the following metrics are returning incorrect results (i.e., Lead % to Goal Metric, MQL % to Goal Metric and Converted % to Goal Metric). They need to work when I filter "Enterprise", "Commercial", "SMB", "Online" and "All."
CALCULATED FIELDS
% Leads to Goal (Copy) Field
IF FIRST()=0 THEN WINDOW_SUM(SUM([Lead Count]))/WINDOW_SUM(SUM([Marketing Goals FINAL 1.11.2019].[Leads - Goal])) END
% MQLs to Goal (Copy) Field
IF FIRST()=0 THEN WINDOW_SUM(SUM([MQL Count]))/WINDOW_SUM(SUM([Marketing Goals FINAL 1.11.2019].[MQLs - Goal])) END
% Converted to Goal (Copy) Field
IF FIRST()=0 THEN WINDOW_SUM(SUM([Converted Count]))/WINDOW_SUM(SUM([Marketing Goals FINAL 1.11.2019].[Converted Leads - Goal])) END
QUESTIONS:
1. Why is this not computing correctly?
Sheet Name: Leads
Total Leads Count: 114,696
Total Goal Count: 95,343
Conversion Rate: 120%
Status: Correct
Sheet Name: Leads % to Goal Metric
Conversion Rate: 82%
Status: Incorrect
2. Can you tell me why this conversion rate is incorrect when I filter Sales Team = Enterprise on the Marketing Actuals vs Goals Dashboard?
Sheet Name: Leads
Total Leads Count: 9,167
Total Goal Count: 4,378
Conversion Rate: 209%
Status: Correct
Sheet Name: Leads % to Goal Metric
Conversion Rate: 121%
Status: Incorrect
3. Why do my data sources say "Live" when I've published them as "Extracts" to Tableau Online with scheduled refreshes and I still get the spinning wheel via Tableau Online?
