5 Replies Latest reply on Dec 18, 2017 5:54 AM by Danil Nabiullin

    Running sum by three columns

    Danil Nabiullin

      Hi all!

       

      I have to do ABC analysis by three parameters.

      For ABC analysis values ranging by parameter, running summing and choosing first 80% - A, 95% - B and other - C.

      And I want to create one worksheet with ABC analysis for three parameters - sales, profit and quantity. Like this:

      Does anybody have some ideas how to do this it Tableau?

      Because I can do it only with one parameter.

        • 1. Re: Running sum by three columns
          Norbert Maijoor

          Hi Danil,

           

          Find my approach as reference below and stored in attached workbook version 10.3 located in the original thread.

           

           

          1. M1. Total Sales: {fixed:sum ([Sales])}

           

          2. M2 Sales Running Sum: RUNNING_SUM(SUM([Sales]))

           

          3. M3. % of M1 . Total Sales: [M2. Sales Running Sum]/sum([M1. Total Sales])

           

          4. M4. ABC Class Sales: if [M3. % of M1 . Total Sales]<=0.8 then "A"

                                                  elseif [M3. % of M1 . Total Sales]<=0.95 then "B"

                                                  else "C" END

           

          5. Above Measures also for Profit and Quantity (M5 - MM12)

           

          6. Define Parameter

           

           

          7. D1. Indicator: if [Select Indicator]="Sales" then [Sales]

                                    elseif [Select Indicator]="Profit" then [Profit]

                                    elseif [Select Indicator]="Quantity" then [Quantity]

                                    END

           

          8. Customer Name > Right Click > Text menu > Sort

           

           

          Regards,

          Norbert

          • 2. Re: Running sum by three columns
            Danil Nabiullin

            Thanks Norbert, nice guest!:)

            But it necessary to have ABC-class for all parameters simultaneously.

            In your case we have only one right ABC-class.

             

            Also, I want to have recommendation according to these classes. For example

            ACA - "You should increase your price".

            For this case it's necessary to have right ABC-class for all parameters.

            • 3. Re: Running sum by three columns
              Danil Nabiullin

              Also, it's more simple to have one column with ABC-class, which will be depended on parameter.

              IF parameter = sales THEN  M4. ABC Class Sales

              ELSEIF parameter = profit THEN  M4. ABC Class Profit

              .....

              • 4. Re: Running sum by three columns
                Norbert Maijoor

                Hi Danil,

                 

                To my best knowledge they are there.....or did i miss something completely;)

                 

                 

                Regards,

                Norbert

                • 5. Re: Running sum by three columns
                  Danil Nabiullin

                  Yes, but I mean one column with ABC instead three. Because other two isn't correct.

                  But anyway, your case works only for selected parameter. And it have "A" for costumer with profit -$6.626 and "B" with $2.616.