I am somewhat new to Tableau and I am having a bit of trouble figuring out if the FIXED function is what I need to solve my issue.
I have two tables, one that contains information for quotes and another for purchases on orders, a simplified version would look somewhat like this:
|Quote Number||Quote Date||Number of Products|
And the Purchase orders table, which can be linked via the quote number, looks somewhat like this:
|Purchase Number||Purchase Date||Number of Products|
What I would like to do is obtain the "hit ratio" for the quotes on a per week basis, so if a quote becomes an order then I would like for it to show the amount of products that actually became orders. The problem that I am facing is if I put Quote Date as a column, I think that I am getting the amount of quotes correctly but I am getting the amount of purchases from that time frame, so if quote 1 is on the 6 of Aug that would show as a quote from that date but as a purchase for the next week, is there any way to show that a quote from a specific week also became a purchase?
Hope it makes sense/
Thanks for all of the help.
In your sample purchase table, there is not column as quote number to link to the quote table, can you provide the sample which can be linked?
And can you also explain a bit more about what's your expected result?