7 Replies Latest reply on May 9, 2016 7:30 PM by Mark Smith

    Scatter plots when trying to sum "hidden" data - SUM? TOTAL?

    Mark Smith

      I think this is very simple, but I think my lack of understanding is keeping me from understanding a bunch of things about Tableau

      I am having trouble trying to understand how to keep sums when the data is the "visible" at that level. Not sure if I should use a SUM, TOTAL, WINDOW, etc. Or if it is something much simpler!

       

      Goal:

      Create scatter plot of

      X-axis: total revenue from deal

      Y-axis: number of units purchased of only a single selected product ("P")

      P: a parameter (I think should be a parameter, but maybe just a filter instead?) where the user can select from Product 1, 2, 3 or 4

       

      Data

      I have a large number of customers and would like a scatter plot that includes all of them.

       

      As an example (attached) the data is

      Customer/State/Product/Revenue/Units

      Customer A

      California

      Product 1

      10

      1

      Customer A

      California

      Product 2

      20

      3

      Customer A

      California

      Product 3

      0

      0

      Customer A

      Washington

      Product 1

      30

      4

      Customer A

      Washington

      Product 2

      25

      8

      Customer A

      Washington

      Product 3

      35

      10

       

      What I could like is to when I select "Product 1" I would like the point for this customer to be:

      Point: ($120, 5)

       

      When I select "Product 2"

      Point: ($120, 11)

       

      When I select "Product 3":

      Point: ($120, 10)

       

      Of course, when they select each product above there will be points for all of the customers I have (so there will be hundreds of points).

       

      I've attached a file where I try to do this, but can't quite figure it out.

       

      I can get the table to work, but then when I try to remove the "Product" from the table (or a scatter), the units always revert to 0.

       

      Any help would be great. Thank you!