The Task is to find the % of sales each year from new and old customers
Step 1: Create a new LOD calculated field in Tableau called "First Purchase Date" and type
{FIXED [Customer ID]: MIN([Order Date])}
Step 2: Add "OrderDate" to the column shelf, "First Purchase Date" to color and "Sales" to the row shelf
Step 3: For SUM(Sales) in the row shelf, right click and select Add Table Calculation with the following options:
You can now see the percentage of sales for each customer cohort.
Tip: To get a more granular view of sales, expand YEAR(Order Date) to view order dates by quarter and month.