1 Reply Latest reply on Oct 24, 2018 2:39 PM by Jonathan Hodge

    Quadrant Analysis Using MoM Ratios

    Jonathan Hodge

      Howdy All!

       

      Trying to create a visual and have stumbled a bit on the execution.

      Found a wonderful video detailing a really great quadrant analysis of 2013 vs 2014 example:

      (If interested)  Tableau Good to Great: Quadrant Analysis - YouTube

       

      I am trying to use Percentiles for Profit Ratio from Superstore (attached) comparing a max month to the previous month. For this data comparing States.

       

      1.) If I do not aggregate my calculation then my numbers are way off

       

      IF DATETRUNC('month', [Order Date]) =

      DATE(DATEADD('month', -1, DATETRUNC('month', {MAX([Order Date])})))

      THEN

      [Profit]/[Sales]

      END

      2.) If I do aggregate my calculation they are a perfect match.

       

      IF ATTR(DATETRUNC('month', [Order Date])) =

      ATTR(DATE(DATETRUNC('month', {MAX([Order Date])})))

      THEN

      SUM([Profit])/SUM([Sales])

      END

       

       

      The downside though is that when they are aggregated I cannot seem to make a scatterplot from them?

       

       

       

      Any help would be greatly appreciated,

      Thanks!