I don't have the latest version of Tableau to open your workbook, but try taking customer name off of the detail card. I think that will take care of having a separate square for each customer.
Hi Perry, Change Category into a dimension by re-writing it as follows:
IF (([Amount]) >= 1000000 ) THEN "$1M+"
ELSEIF ( ([Amount]) >= 500000 ) THEN "$500+"
ELSEIF ( ([Amount]) >= 200000 ) THEN "$200K+"
ELSEIF ( ([Amount]) >= 50000 ) THEN "$50K+"
ELSE "< $50K"
You'll be able to reproduce the Excel cross-tab:
Workbook attached (v10.4).
sales_categories_2.twbx 45.7 KB
Hope this helps.
Use LOD to calculate category.
You have more flexibility and stability to create table.
And use "space" wisely, you sorting order matches to amount.
sales_categories_SM_10.4.twbx 47.2 KB
Thanks for the quick reply. Still sorting out where to use the SUM capabilities. Summing at the function worked well for a single year (I manually grouped the results into the desired categories) but fell apart when I expanded the time range (particularly when the companies that were grouped changed categories yoy).
This allows me to move on to the next phase.
Hi Perry, I need to point out that I didn't investigate some of the calculated fields you want to include in your analysis (% of sales and number of companies).
It would be worth the time to look at the solutions posted by Shin and Jim, to make sure that your calculations hold up.
Please post again if you would like some discussion around using the LOD calculation suggested by Shin.
Thanks for pointing this out. I need to look more closely at the FIXED() function, I think it's the more generalized answer to the question I'm trying to express.
Appreciate the assistance.
Yes, I agree. I haven't fully digested the replies from Shin / Jim yet (I've only been using Tableau for a few weeks) but I suspect that's where I ultimately want to go. I think this will work well enough for now so I appreciate you being so quick to reply.