I have an application that I want to move to tableau - basically given a selection (a given customer, with perhaps other parameters such as product category) we generate a series of charts that compare them to their Peers. Peers is not everyone else, but a given set of customers that are closest in size to that customer (size is defined by a measure in the dataset). In addition such set needs to meet certain rules (for example no single customer too large as percent of total peer sales)
How does one go about implementing this?
The current application is on Excel Services, and we have hidden spreadsheets with all the required calculations
the data source is an MSBI tabular model if it is relevant. Right now we are usig desktop, but we will get a server hopefully soon
If someone can just explain the basics it would help
Check into using Action Filters on a dashboard.
are two videos to help get you going.
In addition, you might check on FAQ: How to learn Tableau for more resources to get going with Tableau.