2 Replies Latest reply on Sep 14, 2018 8:29 AM by Maggi Varsho

    Uptake Rate calculation for "Utilization" report

    Maggi Varsho

      Hi all,

       

      I have a report that I am working on that wants to analyze the utilization of the discounts my company offers. I currently have the data structured in a long- dataset where the discount_name and item_cnt are two columns.

      Groupdiscount_namecount
      GROUP1auto_pay10
      GROUP1new_customer3
      GROUP1paper_free5
      GROUP2new_customer1
      GROUP2paper_free2
      GROUP3auto_pay13
      GROUP3paper_free11

       

      The problem that I am running into is computing my uptake rate. Calculating the numerator is no problem. But the denominator has been an entirely different story. I have the total item count for each region (lets say GROUP1=10, GROUP2=4, GROUP3=15) calculated separately. So ultimately...

      Groupdiscount_nameuptake
      GROUP1auto_pay10/10
      GROUP1new_customer3/10
      GROUP1paper_free5/10
      GROUP2new_customer1/4
      GROUP2paper_free2/4
      GROUP3auto_pay13/15
      GROUP3paper_free11/15

       

       

      What I am curious about is if anyone has built something like this and if so, how they structured their dataset and the calculations they used. I have tried a couple different options but haven't found an efficient solution so I am hoping that there might be some lessons learned from others that I can benefit from myself.

        • 1. Re: Uptake Rate calculation for "Utilization" report
          Zhouyi Zhang

          Hi, Maggi

           

          Please find my solution attached based on my experience.

           

          Below is the step by step

           

          1st, create a table of total count for each group as provided

           

           

          2nd, left join this provided count to your data by using the group as key

           

          3rd, create calculation field for utilisation

           

           

          Hope this helps

           

          ZZ

          • 2. Re: Uptake Rate calculation for "Utilization" report
            Maggi Varsho

            ZZ,

             

            Thanks for the quick response. I had considered that approach initially but was advised against because of performance issues. My "group" is actually a collection of 18 different attributes that I would need to perform the join/merge on. I never actually tested this out (although I am trying to this morning) on our servers but I was lead to believe that this would be particularly troublesome for Tableau. Does anyone have experience performing this kind of join?

             

            Assuming that the above approach does in fact have a significant decrease to performance, I would be curious if anyone else has any other approaches to this problem that wouldn't involve joining two datasets.

             

            Much appreciated,

            Maggi