Apologies, as this may be a partial response to your problem. Have you looked at creating custom bin sizes? Creating Variable Sized Bins | Tableau Software . This will help you get the counts per bin. However, to determine the sum (dollars) across the years and determining the count may need some thought. If a DUNS fell in one bucket for one year, but another bucket for another year, how do you want to account for that?
Thank you for your reply!
And thank you for the article -> this will definitely help me create the buckets.
So I need to place each Global DUNS into only ONE bucket. I would need some sort of formula that would look at the 2014, 2015 and 2016 revenue individually, and place that Global DUNS into the bucket where the revenue was the highest over the 3 years. I would like to chart the count or number of customers that fall into each bucket
For instance: Customer ABC
2014 2015 2016
10K 150K 5K
Since the revenue for customer ABC for 2015 was the highest @ 150K, I would put this customer into the 75K - 250K bucket.
Thanks for taking a look!
Here is a potential solution. Please note that this is based on how your data is structured. Typically I would see this type of data pivoted by year and flattened out, but the solution proposed below will work with the way you currently have the data structured:
1. Create a calculation as follows - call it 'Max Value':
iif([2014 - License plus Hardware] > iif([2016 - License plus Hardware] > [2015 - License plus Hardware], [2016 - License plus Hardware], [2015 - License plus Hardware]), [2014 - License plus Hardware], iif([2016 - License plus Hardware] > [2015 - License plus Hardware], [2016 - License plus Hardware], [2015 - License plus Hardware]))
2. Next create another calc - call it "Value Bins"
IF (([Max Value] <= 25000) and [Max Value] > 0) then '0-25k'
ELSEIF (([Max Value] <= 50000) and [Max Value] > 25000) then '25-50k'
ELSEIF (([Max Value] <= 75000) and [Max Value] > 50000) then '50-75k'
ELSEIF (([Max Value] <= 250000) and [Max Value] > 75000) then '75-250k'
ELSEIF (([Max Value] <= 500000) and [Max Value] > 250000) then '250-500k'
3. Now, create a new viz and drop "Value Bins" on Columns, and the "Number of Records" pill onto Rows. You should get a bar chart viz that looks like this:
Let me know if that is what you wanted.
I have the workbook attached, but it is saved in a later version (10.0) than your original, so not sure if you can open it. Hence the instructions.
Stratification HELP.twbx 65.7 KB
This is excellent...thank you, Srinidhi!