1 Reply Latest reply on Jul 19, 2018 5:17 AM by Jim Dehner

    How to create a ABC analysis?

    luana otake

      I need to create a view of customers, volume, discounts and costs.
      In excel we can create this view, but I don`t know how to replicate this.

       

      I

       

      the creation of this dashboard needed a table that calculated the values of discounts, volume and costs.

      The values have to change with the filters, in excel we used a dinamic table to fulfill the columns.

        • 1. Re: How to create a ABC analysis?
          Jim Dehner

          Good morning

          Tableau can be used but it is involved - see the attached - it is an analysis done for a different purpose (broke dales into quintiles) that you will need to adapt to meet your needs

           

          The Red Summary tab is where you should focus

           

          it returns this

           

           

          you start by ranking based on sales

           

          and creating an LOD on sales

           

           

          the % rank

           

          running sales total

          running % of sales

          then creating groups (your ABC my quintile)

          then filter the groups

           

          Please feel free to contact me with questions (if you are concerned about confidentiality you can use direct contact at marketanalyticsllc@gmail.com)

           

          Jim

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