3 Replies Latest reply on Jul 9, 2018 10:46 AM by Jim Dehner

# Compare the separate rate to an overall rate. ( The biggest challenge I have in Tableau. Ever!)

I would like to make a quadrant graph which depends on a calculated field.

The script I wrote for that calculatd filed is:

IF SUM([Click_Rate])<AVG([Click_Rate]) AND SUM([Open_Rate])<AVG([Open_Rate]) THEN 'Low opens, low clicks'

ELSEIF SUM([Click_Rate])<AVG([Click_Rate]) AND SUM([Open_Rate])>AVG([Open_Rate]) THEN 'Low clicks, high opens'

ELSEIF SUM([Click_Rate])>AVG([Click_Rate]) AND SUM([Open_Rate])<AVG([Open_Rate]) THEN 'Low opens, high clicks'

ELSEIF SUM([Click_Rate])>AVG([Click_Rate]) AND SUM([Open_Rate])>AVG([Open_Rate]) THEN 'Nailed it'

END

The script above is not working.

My ideas here is to compare the separate email performance, in terms of open rate and click rate, to the overall open rate and click rate of all campaigns.

How should I change it?

Really spent so long to solve this problem, so frustrated........

• ###### 1. Re: Compare the separate rate to an overall rate.

Jieliang,

I think you will need to instead compare against WINDOW_AVG([Click_Rate)]

and WINDOW_AVG([Open_Rate)], and then you will need to set the

Table Calculation Settings appropriate for your view.

Alternatively, you can use a Level of Detail calculation to get the averages:

{FIXED [Campaign]:AVG([Click_Rate)]

• ###### 2. Re: Compare the separate rate to an overall rate.

Doesn't work...

Been working on this problem so long.. Really frustrated.

• ###### 3. Re: Compare the separate rate to an overall rate. ( The biggest challenge I have in Tableau. Ever!)

see the attached

I had to use superstore data because you didn't include your twbx workbook

convert your rates to lods similar to this

determine the overall avges like this

I used a color code to create 4 blocks (I used 1,2,3,4 you would use your terminology'

it plots like this

Drop the overall calculations on the reference line under analytics using avg

Jim

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