10 Replies Latest reply on May 1, 2015 7:01 AM by Jonathan Drummey

    Charting new distinct values per period?

    daniel hegenbarth

      Basically, I have a list of clients by the month that they were active. Attached is a simplified, mocked-up workbook.

       

      I'd like to be able to chart the number of new clients (those who did not appear in the data before a given period) by period (month, quarter, year)--both absolutely ("there were 5 new clients in Q4 2014"), and compared to specific previous periods ("there are 25% more new clients in Q1 2014 than there were in Q4 2014").

       

      Your help is very much appreciated!

        • 1. Re: Charting new distinct values per period?
          Joshua Milligan

          Daniel,

           

          There are a couple of ways to do this.  With Tableau 8, I would use table calculations.  The basic idea is to use the minimum month for each client as that will be the first time they show up.

           

          The Tableau 8 Way:

           

          1.png

           

          Now, I can use the Size() function to count the number of clients in each MIN(Month).  To enable MIN(Month) to be used as the partition of the table calculation, I have to right click the field on Rows and uncheck Ignore in Table Calculations.

           

          Then, I'll create a calculated field called New Clients with the code:

          Size()

           

          When I set the Compute Using to Client ID (thus making MIN(Month) the partition), the result is the number of clients who were first seen that month.

           

          2.png

           

          Now, I can clean up a little.  I'll edit the code of the function to:

          IF FIRST() == 0

          THEN Size()

          END

           

          That way, we only have to calculate once per partition.

          3.png

          And now I can re-arrange the view:

          4.png

          Notice that I have to keep Client ID in the level of detail for the view.  But I can move the fields around however I'd like and change the mark type however I'd like to get almost any view I want.

           

          I've attached the 8.2 workbook so you can see.  I'll give  a post in a bit to show how this gets to be a lot easier in 9.0.

           

          Regards,

          Joshua

          • 2. Re: Charting new distinct values per period?
            Joshua Milligan

            The Tableau 9.0 Way

             

            This demonstrates the power of LOD (Level of Detail) calculations, because I can do the same thing I did in 8.0 with table calcs -- but it takes far fewer steps and is far easier to understand.

             

            First, I'll create a FIXED level of detail calcualtion to get he first date per client:

             

            1.png

             

            The code is: {FIXED [Client ID] : MIN(Month) }

            The fixed level of detail calculation tells tableau to get the minimum date for each Client ID.

             

            Then, we can use a second calculation to compare that result to the Month of the record of data.  If it's true, we'll get the Client ID and NULL otherwise.  That way, we can do a distinct count of these per month and get the number of new clients in a given month:

             

            2.png

            The code is: IF [First Date for Client] == Month THEN [Client ID] END

             

             

            And then, we just do a count distinct of those result in the view and we're done.  Way easier than version 8.  Thank you Tableau Developers!

             

            3.png

             

            Regards,
            Joshua

            1 of 1 people found this helpful
            • 3. Re: Charting new distinct values per period?
              daniel hegenbarth

              Thank you so much! This was really helpful and has gotten me much further.

              Another question: I've made a bunch of date-filtering calculations, with goal of filtering the view to only include specific periods and comparing the number of new clients between those periods.

              For instance, to compare this quarter vs the last quarter:

              Capture.PNG

               

              Why is it that when I pull this field onto the columns shelf, the numbers change even though all it seems to adding to the view is additional column headers? How could I mitigate this?

              Without the new field:

              Capture2.PNG

              and with the new field (date parameter is set for Q4 2014):

              Capture3.PNG

               

              Attached the workbook with the additions. Thank you again!

              • 4. Re: Charting new distinct values per period?
                Joshua Milligan

                Any new dimension you add to the view will "break" the table calculation because it is set to compute very specifically (along Client ID). There are a couple of options:

                 

                1. Readjust how the table calculation is computing.  You'd have to set the advanced settings.
                2. Probably Easier: just make This Quarter and Last Quarter some kind of aggregation in the view.  Right-click it and set it to either ATTR (attribute -- a special aggregation) or set it to Measure > Min (or Max).

                 

                The reason #2 works is that aggregations, by default, don't impact table calculations.  We had to force that using the Ignore in Table Calculation option for the MIN(Month) field -- but if don't set that option for your new field used as an aggregation, it won't cause the issue you are seeing.

                 

                Hope that helps!

                 

                Regards,

                Joshua

                • 5. Re: Charting new distinct values per period?
                  Shawn Wallwork

                  I'm zippin' along and read: 1. Read just the table calc.... Ha! Never was good at skim reading. As you pointed out before, Josh, this a great example of why LOD expressions are going to make life so much easier!

                   

                  Cheers,

                   

                  --Shawn

                   

                  PS: How's the book coming? Soon?

                  • 6. Re: Charting new distinct values per period?
                    Joshua Milligan

                    Thanks Shawn!  The book is close - I've submitted all final chapters, fixed graphics, etc...  Most of it is out of my hands now (just a little more work on the preface )

                     

                    -Joshua

                    • 7. Re: Charting new distinct values per period?
                      Alexander Mou

                      Josh,

                      When you get a chance, see if you can apply the Size() and LOD to this case

                      Vizible Difference: Dynamic Histogram Over Time

                       

                      I tried size() and didn't find a solution yet.

                      Thanks!

                      • 8. Re: Charting new distinct values per period?
                        Joshua Milligan

                        I worked through it and I can't really think of any major optimizations.  Size() won't work because it would require partitioning by a table calculation (Fill Status) and I'm pretty sure LODs are out because the solution requires data densification (which happens after LODs) and also requires a moving calculation.  LODs can typically replace table calcs that happen to the entire window at once (WINDOW_SUM, WINDOW_AVG, etc...), but not calculations that move within the window (Previous_Value, RUNNING_*, LOOKUP, RANK, etc..)

                         

                        Hope that helps!

                         

                        Regards,

                        Joshua

                        • 9. Re: Charting new distinct values per period?
                          Alexander Mou

                          Thanks!

                           

                          On Thursday, April 30, 2015, Joshua Milligan <

                          • 10. Re: Charting new distinct values per period?
                            Jonathan Drummey

                            Hi Alexander, I got curious about your post and checked it out, nice work! I came up with a couple of alternatives, one is a simplification and the other uses a different route to get the count. See http://drawingwithnumbers.artisart.org/counting-from-nothing-a-double-remix/ for details.