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One of the great things about Tableau is how quickly we can add Quartile analysis to a view without needing to do much in terms of writing calculated fields. For this one in particular, we can use the Analytics pane exclusively with no calculations required at all!
I started by building out a bar chart with your data like this:
Next you'll want to click the Analytics Pane towards the top left and drag out the Distribution Band onto the Table option:
This will launch a configuration window where you can select Quartile in the Value drop down (set the Quantile value option to 4 to get quartiles), change the Label drop down to Value, and then enable to Fill Above and Fill Below options. I also added a Stoplight fill color:
And there we go! Now we can quickly see which of the products fall in which quartile, as well as the value associated with each quartile. Hope this helps get you started on your analysis!
Thank you for such detailed explanation. Really Appreciate it
Unfortunately, it doesn't serve my purpose. My client simply needs a tabular format with columns mentioning Quartiles in front of a particular description. I an use this approach in later phase maybe. Also, I have to compare other parameters as well (around 10) and put them in a tabular format hence the Tabular choice. I did found one interesting link which uses dynamic grouping that almost solved my problem:
I used the rank percentile with nested If's to get this format :
I used the following formula in "Adj. Sales Quartile" :
IF [Rank Percentile of $ Sales]>= 0.75 THEN "Top Quartile"
ELSEIF [Rank Percentile of $ Sales]<= 0.75 AND [Rank Percentile of $ Sales]>0.5 then "Second Quartile"
ELSEIF [Rank Percentile of $ Sales]<= 0.50 AND [Rank Percentile of $ Sales]>0.25 then "Third Quartile"
ELSEIF [Rank Percentile of $ Sales]<= 0.25 then "Bottom Quartile"
where "Rank Percentile of $ Sales" is simply :
RANK_PERCENTILE(SUM([ACV Adj $ Sales (12 Week)]))
The problem I'm facing is when I use the filter to look at the particular stock code, the above formula only consider that item for computation of Quartile hence always return 'Top Quartile' . In the image below, I searched for a category of product and I get around 20 of them...because it saw 20 of their SKUs and ranked them.. so top 5 will get "TOP Quartile".. which is wrong as I want to know the position of Shea in total.
Please Ignore the other columns.
If you could help me on this, that'll be great !!
I think we may just need to create a different field to filter with instead of using a quick filter on [Description], kind of like is outlined in this KB article:
Can try testing out the following formula and filtering with it to see if this does the trick?
This type of calculated field is a trick we can use to "hide" rows of data rather than completely filtering them out of the view which is great when we are leveraging Table Calculations. This means that the "hidden" rows are still there in the background which allows the table calculations to compute across all of them, thus returning the correct quartile values for you.
One caveat around this is that if the text table you are building is really large in height and/or width, you may see some slower load times in terms of performance.
Thanks. It worked :-)
Sorry to reopen the case. Let me know if I shall reopen it as a separate case.
The above filtering did work but I'm not able to get the correct Quartiles until I use the existing [Description] with the new custom [Description*] in the same Row. I don't want the [Description] column.
If I simply use the custom [Description*], my records are reduced to 20 something.
Would you know what is happening ?