3 Replies Latest reply on Feb 12, 2018 6:35 AM by Jim Dehner

Comparing performance based on Partner change

Hello,

I am working for a SaaS vendor and I would like to analyse our partners' performance in a given quarter following this logic:

• each partner (think distributor/reseller) starts the quarter with a batch of deals that are about to expire;
• throughout the quarter the end user may opt to change partner;
• thus, if the existing (= initial) partner remains the same (= new), then there's been no change and this is reflected in the [Incumbent] calculated field in the attached workbook.

However, a partner may change and this will result in either a win or a loss to the existing partner. So, what I am hoping to achieve is this:

• have a selector to choose a partner entity (ideally something independent from either the Existing or the New Partner fields);
• if the [Existing Partner] = "Selected Partner" AND [New Partner] <> "Selected Partner" THEN 'LOST'
• conversely, if [Existing Partner] <> 'Selected Partner' and [New Partner] = "Selected Partner" THEN 'WON'

In Excel this is pretty easily accomplishable with a SUMIFS formula, but I can't figure out how to perform this comparison in Tableau. Would you be willing to help me out, please?

Thank you!

• 1. Re: Comparing performance based on Partner change

Hi

you formula converts to

if  [Existing Partner] = [selected partner] AND [New Partner] <> [selected partner] THEN 'LOST'

ELSEIF  [Existing Partner] <> [selected partner] and [New Partner] = [selected partner] THEN 'WON'

Else 'no change' end

where selected partner is a parameter

Jim

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• 2. Re: Comparing performance based on Partner change

Hi Jim

I forgot to mention that I had tried this and there's a small issue: unfortunately, a parameter doesn't allow selecting multiple items and due to data issues, sometimes several entities need to be considered a single partner.

Is there any other option?

• 3. Re: Comparing performance based on Partner change

OK that is a different question and is not what your excel showed

see if this does what you want

If this posts assists in resolving the question, please mark it helpful or as the 'correct answer' if it resolves the question. This will help other users find the same answer/resolution.  Thank you.