I attended the road-show as well, but eitherthis was not shown or was a different break-out session. I'd be curious to hear if anyone else saw this demonstration and could shed more light on what exactly was accomplished.
I'm not sure how in the data you'd provided you'd determine a cash cow vs. fast mover.
I didn't attend the road show, but based on playing around with sets here are a couple of ideas. I created two sets, one on Profit and one on Sales, then put them both on the Color Shelf. In the "version 1" worksheet I just had a scatterplot. In version 2 I put the sets on Columns & Rows to create a small multiples view.
BTW, this doesn't require the Combine Sets functionality at all, just a Tableau Data Extract to make the In/Out functionality available.
sets for quadrants.twbx.zip 952.3 KB
In hindsight when I go back and look at my data set it confuses me more, and that is because I created a sample set just to find a solution for '' if need be is there a way to build quadrants in tableau ''.
Apart from taking a second look at my data set, I like the way you turned the superstore sample data into exactly what I was looking for in the first place. My two concerns or lets say learning curve.
1) I don't see any calculated fields in the dimensions or measures. I have a different worksheet where I was intending to do the same view and under dimensions I created a calculated field named '' location description ''. e.g. if threshold > x then high, if threshold < .........
2) if you don't mind would you give me a quick tip on version 2 worksheet on how you managed to create the middle ' 0 ' axis and split the sales into two?
Thanks again, you gave me a breakthrough.
I don't understand your question for 1). All I was using for Superstore Sales were the Sales & Profit measures, Tableau automatically aggregates them. The Top Customers by Profit set comes with that data source, I duplicated it to create the Top Customers by Sales set.
You can create a calculated field to use as a dimension to effectively group your data or duplicate what creating a set does, however you need to be careful of how Tableau aggregate that. If you're doing a row-level calculation then that can return different results than an aggregate calc.
For example, IF [Sales] > 1000 THEN "High" ELSE "Low" END is a row-level calc that will be computed for every row and creates a Dimension in Tableau. IF SUM([Sales]) > 1000 THEN "High" ELSE "Low" END is an aggregate calc that is a Measure and will be computed based on the dimensions and discrete measures in the view.
2) In version 2, I dragged the top customers by sales set onto the Columns Shelf, and top customers by profit set onto the Rows Shelf. You'll see that those are blue (discrete) pills. Blue pills create headers, green pills create axes. Two values (IN/OUT) for each blue pill * two pills = 4 starting panes where Tableau will draw data, the green pill arrangement sets up Tableau to have 4 axes. For more on this, read this post: http://www.theinformationlab.co.uk/2011/09/23/blue-things-and-green-things/
That is the explanation Jonathan I was looking for. You are the best.