2 Replies Latest reply on Jul 17, 2018 3:41 AM by Andrew Flynn

# Identify users who performed certain actions - dynamic sets based on dimension values?

Hi,

I have been trying to analyse user actions for a certain application.  The data set is rather complex so I have provided a simplified table here to illustrate:

I have a dimension 'UserId' which is continuously incrementing; and another dimension 'Action Name', which has two values, Action 1 and Action 2.

Some users have performed one or other of the actions and some have performed both.  For the sake of simplicity a user cannot perform the same action more than once.

 UserId Action Name 1 Action 1 2 Action 1 3 Action 1 4 Action 1 5 Action 1 6 Action 1 7 Action 1 2 Action 2 3 Action 2 4 Action 2 8 Action 2 9 Action 2 10 Action 2 ... ... ... ...

As this is a live and growing dataset, I need to create sets and/or calculations which will automatically include new rows of user actions, to identify:

- users who have performed Action 1

- users who have performed Action 2

- users who have performed both Action 1 and Action 2.

I feel this should be really simple in Tableau but the answer is elusive!  Part of the problem seems to be the exclusivity of the Action Name as a filter on User, when used in calculations and sets, i.e. it can only return one value.

Any ideas?

• ###### 1. Re: Identify users who performed certain actions - dynamic sets based on dimension values?

Hi, Andrew

Please find my solution attached as well as below steps

1st, create calculation feilds

And result

Hope this helps

ZZ

• ###### 2. Re: Identify users who performed certain actions - dynamic sets based on dimension values?

Thanks Zhouyi Zhang for the help, it's nice and clear method but somehow it doesn't work with my actual data, I perhaps over-simplifed the example.

In my real data:

- someone might perform the action multiple times in particular time period, but I am only interested in the first instance (each event is timestamped so I can pick out the first occurrence);

- there are events 3 and 4 etc. as well.

In my real data the actual resultant sum from the third calc is always >1 even if one of the actions is null - I think this is because multiple occurrences of the one event (and events which are not the wanted second event) are being counted.

I'll keep playing

Thanks!

Andrew