Unfortunately, I am not able to develop a dummy workbook to replicate the issue, and the actual data used has sensitive customer information. Originally, the problem was contained to the inclusion of customers not satisfying the condition (as described above). Using a different condition, "_Customers PYTD < 3", Tableau is now EXCLUDING customers which DO satisfy the condition. Please review the attachment.
Is this a defect? Where can I report such things?
Unfortunately, I have lost confidence in the use of sets in calculated fields. Am I missing something? I truly believe in the power of this software, but certain business metrics are difficult to implement, if not impossible, unless sets are utilized. However, when sets are not forming correctly, I seem to be running out of valid solutions.
My goal is to identify the number of customers with >= 1 but < 3 transactions PYTD. I was attempting to first identify each set. The set >= 1 was formed successfully. The set < 3 was not. I was hoping to use a combined set with the overlap of the two sets.
Thanks in advance for your assistance.
Tableau - Sets Defect - Edited.xlsx 892.5 KB