6 Replies Latest reply on Nov 19, 2018 11:04 AM by Paul Wachtler

    Line Graph: Product conversion

    Juan Pablo

      I have a data set of sales records via accounts, deals that were closed won and others that were not.

      I want to be able to show the accounts that purchased a basketball initially then eventually purchased a secondary product of "shoes" or "camp training"

      The goal is to see the # of accounts that were converted from initially buying a basketball to another product in the future.

       

      What I'm trying to tease out:

      1. the # of accounts that purchased another product after purchasing a basketball (not before)
      2. The # of secondary products purchased after the first purchase of a basketball

       

      I took at a stab at trying to solve it with a calculated field but I know the output is wrong

      Am I approaching this from the wrong angle? I attached the workbook

       

      Thank you and any guidance is appreciate.

        • 2. Re: Line Graph: Product conversion
          Paul Wachtler

          Hi Juan Pablo,

           

          Here's the calculation I created to solve your request:

           

          Screen Shot 2018-11-19 at 10.01.33 AM.png

           

          For each customer it finds the first time they purchased a basketball (if they didn't, it returns null) and then compares the close date against their purchase of Camp Training or Shoes.  If they have a close date for either of those later than the basketball close date then it returns a 1.

           

          This formula is in the attached workbook.  I also did a quick mockup in the workbook for each of the points you're looking to tease out:

           

          Screen Shot 2018-11-19 at 10.03.31 AM.png

           

          Screen Shot 2018-11-19 at 10.03.39 AM.png

           

           

          Let me know if you have any questions.

           

          Best,

          Paul

          1 of 1 people found this helpful
          • 3. Re: Line Graph: Product conversion
            Juan Pablo

            Paul,

             

            Thank you for such an informative response. I do have 1 question.

             

            I was able to recreate the Line graph of "Secondary Purchase Accounts"

            but I was unable to recreate the second line graph you provided to see the # of units in those secondary purchase accounts

             

            I can't see the function inside the pill.

            I tried typing what I could see into the pill "agg(ifnull(sum([Secondary Purchase])))" but it just turns red.

             

            Again, thank you so much for your time. It was extremely helpful for me

             

            Best,

             

            Juan

            • 4. Re: Line Graph: Product conversion
              Paul Wachtler

              You're welcome!  For that calculation, you can't type the AGG piece into a calculated field - Tableau automatically put that in there after I typed in the calc.

               

              Here's what you'll want to put into a calculated field for that one:

              ifnull(sum([Secondary Purchase]),0)

               

              That just adds zero values for the months that don't have secondary purchases, instead of leaving them null.

               

              Let me know how that works for you.

              • 5. Re: Line Graph: Product conversion
                Juan Pablo

                That worked! But I realized it wasn't what I initially asked for.

                 

                This essentially shows the # of accounts that had a secondary purchase, similar to the first graph.

                I was looking for the sum of the # of units of the secondary product purchase

                 

                (ex: If an account bought 15 basketballs, but later purchased 5 shoes, I want to show those 5 shoes in the line graph, not the 1 account)

                Does this make sense? or should I try to explain it in a different matter?

                 

                Thanks!

                 

                Juan

                • 6. Re: Line Graph: Product conversion
                  Paul Wachtler

                  Sure, you just need to change the piece at the end that returns 1 and have it return quantity instead.  Like this:

                   

                  ifnull(

                  if {FIXED [Account ID]:

                  MIN(if [Product] = "Basketball" then [Close Date] end)}

                   

                  <=

                   

                  {fixed [Account ID]:

                  min(if [Product] = "Shoes" or [Product] = "Camp Training"

                  then [Close Date] end)}

                   

                  and ([Product] = "Shoes" or [Product] = "Camp Training")

                   

                  then [Quantity] end

                  , 0)