1 Reply Latest reply on Oct 2, 2018 8:59 PM by Nigel Fung

    How to fix a customer group to view all transactions

    Harold Lee

      Hi all,

       

      i am a newbies To Tableau. I would like to understand repeated purchase behaviours of customers who purchased during markdown period as first time in 2016 in Korea. So to do this I try to create a filter / set which is something like below:

       

      IF [Store Country] = "South Korea"

      AND [Fin Year] = "2016"

      AND CONTAINS("09,10,11,12,13,14,15,16",[Fin Week])=TRUE

      AND [Markdown Flag  filter]=1

      and [New Existing] = "New"

      AND { FIXED [Parent Customer No]:SUM([Actualsalesamt Central Constant])}>1

      THEN [Parent Customer Id]

      ELSE NULL

      END

       

      lets call them New Korean customers from 2016 markdown.

       

      Then i tried to look at ALL (both markdown or non-markdown) purchased items in 2016 and 2017 of these new customers. Yet what I managed to get is only who they purchased during the markdown 2016 period in Korea, but not what they purchased during and after that.

       

      Anything wrong?

       

      Thanks

      HL 

       

       

        • 1. Re: How to fix a customer group to view all transactions
          Nigel Fung

          Hi Harold, hope you have solved the issue.

           

          Here is my thought, using sample data

           

           

           

          Requirement Objective:

          Find out customers only in 2016 markdown period, vs rest period customers (2016 + 2017 + 2018, etc)

           

          Design:

          Create a true/false calculated field.

               If True then '2016 markdown customer' (I use superstore data so the logic I keep simple, say purchased in 2016 and Feb - see the screen capture calculated field)

               If False then 'non-2016 markdown customer' 

           

          Outcome:

          From below means 'Allen Armold' has purchased during 2016 markdown (you could use the True/False to narrow down the result)

          Sample Viz - 2016 markdwon vs rest.JPG

           

          Much hope if I did not mess up your questions. Cheers.