The task is to show customer growth over time for different regions on the macro and micro level.
Step 1: Create a new LOD calculated field in Tableau called "First Purchase Date" and type
{FIXED [Customer ID]: MIN([Order Date])}
Step 2: Create a calculated field in Tableau called "Customer Type" and type
IF [First Purchase Date] = [Order Date] THEN 'new' ELSE 'existing' END
Step 3: Add "First Purchase Date" to the column shelf, "Customer ID" to the row shelf and "Customer Type" to Filter. Filter only on "new"
Step 4: For YEAR(First Purchase Date) in the Columns shelf, right click and select the Quarter (the continuous one above week number).
Step 5: Right click on "Customer ID" in the Rows shelf and select:
Step 6: Drag Market to Color
Step 7: Rename the current sheet to Market View and right click and duplicate sheet. Change the new sheet name to Country View. Duplicate again and rename to State View
Step 8: In Country View drag "Country" to color and in State View drag "State" to color.
Step 8: In "Market View" select Worksheet and Actions. Add action as a filter action and in the pop up menu:
Step 9: In "State View" select Worksheet and Actions. Add action as a filter action and in the pop up menu:
Tip: When creating a Dashboard you can create similar action filters. Similar Actions need to be recreated at the dashboard level. (ie. Dashboard -> Actions tab up top.) Similarily, create three separate dashboards using Market View, Country View and State View sheets.