Content in Tableau Community Forums

Show Sales Persons over 100% by Region?

tableaucommunity@tableau.com — Wed, 06 Jun 2018 16:38:08 GMT

Hi,

I need some help summing measures that refer to a lower level dimension at a higher dimension. I want to count how many Sales Persons are over 100% Quota at the Region level.

Using the "QuotaAttainment" sheet from the "Commission Model" dashboard in the Superstore sample workbook, I am trying to count the number of Sales Persons over 100% attainment by Region. I have a calculated field called "Over 100% Quota Achievement":

IF [% of quota achieved] > 1.0 THEN

ELSE

END

When I have Sales Person showing as a Dimension, I do get a 1 for each line with [% of quota achieved] over 100%. I can see there are 2 Sales Persons with a '1' in the Central Region. What I need to be able to do is remove the Sales Person Dimension, so I can see only Region, and have it show me a '2', indicating that there are two Sales Persons in the Central Region over 100%.

I just can't figure out how to count up the results of a lower level (Sales Person) calculation at a higher level (Region).

I've attached a workbook showing what I've talked about. How would I change it so that I can remove Sales Person and get a total number of Sales Persons over 100% at the Region level?

Modified Z-Score? (Requires Median Average Deviation)

tableaucommunity@tableau.com — Fri, 05 Apr 2013 19:58:01 GMT

Greetings. I am trying to implement a Modified Z-Score (http://www.itl.nist.gov/div898/handbook/eda/section3/eda35h.htm#Z-Scores) in my data analysis. The data I am looking at may be significantly affected by extreme outliers, and the Modified Z-Score is better suited than the "standard" Z-Score. I have already managed to implement the Z-Score calculation.

The issue I am running into is the Modified Z-Score's use of the Median Absolute Deviation (MAD). To calculate it, I need to calculate the median of the difference of each data point from the median of the data:

Formulas (from http://www.itl.nist.gov/div898/handbook/eda/section3/eda35h.htm#Z-Scores and http://www.itl.nist.gov/div898/handbook/eda/section3/eda356.htm#MAD):
- Modified Z-Score (Mi):
  - with MAD denoting the median absolute deviation and denoting the median.
- - where is the median of the data and |Y| is the absolute value of Y.

But I can't seem to calculate the median of differences, because Tableau tells me I can't calculate an aggregate function on an aggregate.

Has anyone here implemented these functions?

Place overlaying mark on matching band in stacked area graph?

tableaucommunity@tableau.com — Mon, 30 Jul 2012 18:37:01 GMT

Greetings,

I would like some advice on how to properly position some marks from an overlaying chart on a stacked area graph. Here is the basic description:

In chart A, I have a stacked area time series, showing sales:
- Y-Axis: sales amount
- X-Axis: time
- Each stacked band is a different account
In chart B, I have Circle marks representing only by-account sales amounts significantly different from the prior 12 months of sales for that account. I did this by calculating a Z-score for the current month sales, and filtering out the Z-scores below an absolute value of 1.96. In this chart, I have circles:
- Y-Axis: sales amount
- X-Axis: time
- Circle color: account, matching color of band in stacked area chart

Here is a picture of what I have so far:

The intention is to show a circle on top of the area graph band where the sales have had a significant change. However, if I overlay the charts, the circles appear against the absolute position on the Y-axis, relative to zero, instead of on top of their matching band in the stacked area graph. Picture here:

Is there a way to have those circles appear on the tops of their respective bands?

Thanks,

Nathan C. Lee