7 Replies Latest reply on Feb 28, 2013 10:44 AM by Gerardo Varela

# Has anyone ever created a BCG matrix on Tableau? Please share if possible.

If you have a BCG matrix created in Tableau will be great to share. Cant figure out how to create one.

• ###### 1. Re: Has anyone ever created a BCG matrix on Tableau? Please share if possible.

I'm not sure what your BCG matrix looks like. Most I've seen are very much on the illustration / artistic side, and PowerPoint is probably a better tool for doing a basic business illustration. If you want to combine the illustration with, for example, charts, you could import the image into a Tableau dashboard.

In other words, I wouldn't create a static illustration in Tableau.

Jim

• ###### 2. Re: Has anyone ever created a BCG matrix on Tableau? Please share if possible.

Hey Jim,

Thanks again.

This is actually related to my previous question, thought if some one had created the BCG, it would help answer the problem better.

If we plot the indexed market share against the market growth, that would essentially result in a BCG matrix.

Cheers,

Pulkit

• ###### 3. Re: Has anyone ever created a BCG matrix on Tableau? Please share if possible.

Pulkit,

this is what you asked for?

regards,

Cristian

• ###### 4. Re: Has anyone ever created a BCG matrix on Tableau? Please share if possible.

Hey Cristian,

This is pretty much what I intend to achieve, except the Market Share not as a percentage of total but as a percentage of the highest market share in the category.

What I am trying to achieve is -

For each product - Sum of Sales / max (Sum of sales)    From Column D.

So for product X for the city 'a' the answer value would be 150 /150 = 1 and for product Y for city 'a' the value would be 75 /150 = 0.5

I want to plot them against the market growth rate (for each city).

The view should display the product that you select and not all at the same time. So probably have a parameter which says choose product and one would Choose x/y/z and so on.

Hope this helps you understand my problem.

In the meanwhile I did put something together, which works fine if all products are selected but as soon you filter out the product with Index as 1 all other values change.

If you have any way in which we could select just 1 product and have the values remain the same, that will be great.

Cheers,

Pulkit

• ###### 5. Re: Has anyone ever created a BCG matrix on Tableau? Please share if possible.

Pulkit,

Instead of using product as a filter try a new calculated field:  ProductFilter

LOOKUP(ATTR([Product]),0)

If you are doing calculations from a totality and filter the data the total number changes. By using the LOOKUP you are just displaying the information you need (not actually changing the total).  I hope this helps.

-Gerardo

• ###### 6. Re: Has anyone ever created a BCG matrix on Tableau? Please share if possible.

That worked Gerardo.

Thanks a ton!!!

• ###### 7. Re: Has anyone ever created a BCG matrix on Tableau? Please share if possible.

Pulkit,

You are very welcome! By the way your the first person I have successfully helped on this forum.

Regards,

Gerardo