Hello everyone, i have created a simple customer segmentation, based on the amount of orders made 24M prior to the previous month.
Re-activated dormant = Customer had no purchase 24 months prior to the previous month, bud had 1 or more purchases 25+ months before
New Customer = Newly acquired customer ( email ) in the previous month
Highly Active = Customer had 3+ purchases 24 months prior to the previous month
Normal Actiite = Customer had 1 or 2 purchases 24 months prior to the previous month
The calculations that i have made only work if i display just the previous month. ( and it was inteded to work like this )
Now i would like to extend this and dig a little deeper as this snapshot doesn't really say that much => I would like to be able to show a trend in these numbers - therefore i would need to calculate the amount of orders made 24M prior to every single month in my database, not just the previous one ( and also for each customer). Result of this should be a simple table/lines graph, with months on x-axis, and amount of customers on y-axis, with segmentation in the color.
somthing like this -
I tried to play with the window functions, with LOD, but i am not getting anywhere... is there a simple solution for this? Or do i have to prepare my data in SQL prior to importing into tableau, and use tableau just for the visualization part?
I have attached workbook with mock data. Thanks everyone for any help. I tried to find the solution in the forum, but i was not successful.
I am not in a place where I can open outside workbooks today, but if you have a filter on the date that looks at previous month then you will hinder your ability to do this. You will need to do everything using calculated fields. If users are to be able to select the starting point for this analysis then you will need to create a parameter that is linked to the order date.
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