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1. Re: Aggregating Sets - best options?
Patrick A Van Der HydeMar 6, 2017 2:25 PM (in response to Lisa Connelly)
Lisa,
What happens when Location is placed on Rows and Program is placed on Columns with a Count(customer id) in the view? I have attached a Superstore sample view of something like this. Just wondering whty this does not work? If there is something about the data throwing off the expected results?
The example is done in Tableau 10.2.
If you have a bit of sample data to show the issues that you are running into or worse case, a picture. That would help a lot.
Patrick
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2. Re: Aggregating Sets - best options?
Jim DehnerMar 6, 2017 2:53 PM (in response to Lisa Connelly)
Hi Lisa - And hi Patrick -
I have read your problem statement a couple of times and have some questions - You created Sets of programs - I'm a little confused - what gets grouped together to form a Set - and are you placing the Sets or Programs on your column shelf to form a grid? are the Sets unique - no overlapping element. Can a customer purchase from more than one program (set) and can they shop at different locations?
Jim
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3. Re: Aggregating Sets - best options?
Lisa Connelly Mar 6, 2017 3:21 PM (in response to Jim Dehner)Hi Jim and Patrick -
Thank you for your responses. You helped me realize that I am missing another part of the equation.
Each program type is actually captured as part of a visit record. For example, let's say we have 3 program types called Apples, Bananas and Pears. The data set might look something like this across multiple locations:
LOCATION 1:
Customer A
Visit #1: Apples
Visit #2: Apples
Visit #3: Bananas
Customer B
Visit #1: Apples
Visit #2: Bananas
Visit #3: Bananas
Customer C
Visit #1: Apples
Visit #2: Apples
Visit #3: Pears
LOCATION 2:
Customer A
Visit #1: Bananas
Visit #2: Bananas
Visit #3: Bananas
Customer B
Visit #1: Pears
Visit #2: Apples
Visit #3: Apples
Customer C
Visit #1: Apples
Visit #2: Bananas
Visit #3: Bananas
So what I really need is the count of visit records with a specific program type, distributed by location. That sounds like a couple of calculated fields to get there?
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4. Re: Aggregating Sets - best options?
Jim DehnerMar 6, 2017 3:34 PM (in response to Lisa Connelly)
good - Yes that is getting closer to the answer -
If I have this straight each location is the only unique part - customer (visits) are multiple and each customer can buy multiple programs within a visit
So the business question is location dependent and you have 3 other variables - customers - visits - programs
Not certain what you are trying to show but you can think about LOD expressions to isolate Locations or looking from the program perspective to identify which locations were the most successful -
OK you are on a good path
Jim
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5. Re: Aggregating Sets - best options?
Lisa Connelly Mar 6, 2017 3:39 PM (in response to Jim Dehner)Thanks Jim. What I'm trying to get to is something like this:
# Apples #Bananas #Pears
Location A
Location B
Location C
...
So the # of Apples, Bananas, and Pears are really counts of Visits (can only have one program per visit), so it seems I can't just use Sets as my guide.
I'm going to have to learn more about the LOD Expressions I suppose. Easy for a person who is not a statistician to understand? Or would you recommend seeking some expertise?
Thank you!
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6. Re: Aggregating Sets - best options?
Jim DehnerMar 6, 2017 3:55 PM (in response to Lisa Connelly)
1 of 1 people found this helpfulHi -
I'm no Statistician so don't let me lead you astray -
I would suggest a little learning experiment
set up the vis just like you have above with Programs (apples etc) for columns and location for row then just put in Visits and get the sum of the visits
Then try something like {Fixed [location]: sum([visits] )}
Then try to do some calculation to determine the % of the totals that is represented by each cell and see hoe the LOD expression can play into that calculation
You might also want 1 more {fixed:sum(visits)}
I am an old excel guy and I needed to do something like that to understand how to get to the answers I wanted
Let me know how it goes
Jim
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7. Re: Aggregating Sets - best options?
Jim DehnerMar 6, 2017 4:04 PM (in response to Lisa Connelly)
After you create your grid and lod calculations play with time filters and
see what effect they have
Enjoy
Jim
On Mar 6, 2017 5:39 PM, "Lisa Connelly" <tableaucommunity@tableau.com>
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8. Re: Aggregating Sets - best options?
Lisa Connelly Mar 6, 2017 5:48 PM (in response to Jim Dehner)I'll give it a try! Thank you!