I have a dataset within SQL that pulls sales by client on a product basis. Some clients can have multiple products, while others can have just one. I'm trying create a histogram of clients by their aggregated spend amount, but the classification I'm using is a measure, and I can't figure out how to make that a dimension.
Using the table below, the Sale Amount for AAA would be $7500, BBB would be $4000 and CCC is $14,000. I would use the following : if SaleAmt > 10000 then "10K+", elseif SaleAmt > 5000 then "5K-10K, else "sub-5K" end
and then combine it with countd(Client)
to get the histogram, ideally it would show 1:2:1 for 10K+, 5K-10K, sub-5K.
But when I try this within Tableau, it treats the if statement result as a measure and not a dimension, not something I can classify around. Is there a better way to do this within Tableau?
Client Product SaleAmt
AAA 1 3500
AAA 2 4000
BBB 1 4000
CCC 4 7000
CCC 7 7000
DDD 5 8000
Right-click on Product
. Click on Convert to Dimension
.
Create a calculated field called Client Tier
(or whatever you wish) with the following calculation:
if SUM(SaleAmt) > 10000 then "10K+"
elseif SUM(SaleAmt) > 5000 then "5K-10K"
else "sub-5K"
end
This will appear in your Measures, but dragging its pill to the Rows shelf will show it as discreet and you end up with a desirable result:
Client ClientTier SaleAmt
AAA 5K-10K 7,500
BBB sub-5K 4,000
CCC 10K+ 14,000
DDD 5K-10K 8,000
Be aware that adding in Product
will "break" your Sales Tiering by Client...
Instead make a calculated field called Client Tier
with the following code:
if WINDOW_SUM(SUM(SaleAmt)) > 10000 then "10K+"
elseif WINDOW_SUM(SUM(SaleAmt)) > 5000 then "5K-10K"
else "sub-5K"
end
Once you add the first reference to WINDOW_SUM()
, a link will appear in the top right called "Default Table Calculation." Click it and select "Client" under Compute Using. This will give you your Tiers by Client across all products (or any other dimensions you might have).
Here's the result:
Client Product ClientTier SaleAmt
AAA 1 sub-5K 3,500
AAA 2 sub-5K 4,000
BBB 1 sub-5K 4,000
CCC 4 5K-10K 7,000
CCC 7 5K-10K 7,000
DDD 5 5K-10K 8,000
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