
1. Re: Grouping by a dimension
Deepak Rai Aug 20, 2018 1:00 PM (in response to Albert Dorfman)Hi Albert,
It is always good to have a packaged workbook attached, But Do This:
Create 2 Calcs
{FIXED Supplier:SUM(Margin)}and{FIXED Supplier:SUM(Sales Growth)}
Drag Sales Growth Calc to Columns and Margin Calc to Rows and Supplier to Color.
Thanks
Deepak
If It Doesn't work, Pl attach some workbook or fake data to help you.

2. Re: Grouping by a dimension
Simon Runc Aug 20, 2018 1:16 PM (in response to Albert Dorfman)Hi Albert,
So the issue you have here (assuming you want to weight the ratios of Growth and Margin) is that you have them as %ages, so we are unable to aggregate them to a level above the level we find them in the data. So we need to turn them back to the values that make up the rations (namely Margin £ and Sales LY).
We can do this like so
[Sales LY]
[Sales]/(1+[Sales Growth])
and
[Margin £]
[Sales]*[Margin]
and now we can create aggregated version of your fields, which will aggregate (SUMing both sides) to any level
[Sales Growth % AGG]
SUM([Sales])
/
SUM([Sales LY])1
and
[Margin % AGG]
SUM([Margin £])
/
SUM([Sales])
and now we can just use these fields (and the Supplier level of detail) to create the scatter plot.
Hope that helps and makes sense

Ratios in Tableau.twbx 21.0 KB
