1 Reply Latest reply on Jul 18, 2016 9:20 PM by lei.chen.0

    Newbie: How to see cross product holdings when each product holding represents a new row

    Peter Reynolds

      Hi,

       

      I'm trying to see customers' cross product holdings.  That is, I'd like to know, of the customers who hold Product 1, how many also hold Product 2 or product 3.

      In my data each product holding represents a new record and is linked to the customer via a Customer ID. Simplified example below

       

      Customer          Product

      1001                     Prod1

      1001                     Prod2

      1001                     Prod3

      1002                     Prod1

      1003                     Prod2

      1004                     Prod3

       

      When I do a crosstab of Product against itself with CNT(Customer) as the measure I get a result that looks like this

       

      What I need it to look like is this

       

      Customer 1001 holds Prod1, Prod2 and Prod3.  Therefore, in the column for Prod1 there should be a 2 in the Prod1 row (Customers 1001 and 1002) and 1 in the rows for Prod2 and Prod3 (both customer 1001).  However, Tableau appears to view records 1, 2 and 3 as separate customers.  How do I get it to recognise them as the same customer?

       

      Thanks for any help offered.