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.
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.
The task is to count the number of customers who have made 1 order, 2 orders and so on.
Step 1: Create a new calculated field in Tableau called "Orders By Customer" and type
{FIXED [Customer Name] : COUNTD([Order ID])}
Step 2: Drag "Orders By Customer" to Columns and "Customer Name" to Rows
Step 3: Right click "Customer Name" and select Measure -> Count (Distinct)
Step 4: Right click "Orders By Customer" and select Dimension
Step 5: Right click "Orders By Customer" and select Discrete
Step 6: Right click "Orders By Customer" and select Sort
Step 7: Sort Order Descending and Sort By Field "Customer Name with Aggregration as Count (Distinct)
Step 8: Edit the tool tip by clearing the default and replacing with:
<CNTD(Customer Name)> customers have made <Orders By Customer> orders
The task is to find the percentage of total sales by region. There are two ways to do this in Tableau.
Method 1 (LOD Expression):
Step 1: Create a new calculated field in Tableau called "All Sales" and type
{SUM([Sales])}
Step 2: Create a new calculated field called "% of Total" and type
[Sales]/[All Sales]
Step 3: Right click "% of Total" and select Default Properties -> Number Format -> Percentage
Step 4: Drag "Region" to rows and "% of Total" to rows
Step 5: Sort Order Descending and Sort By Field "Sales" with Aggregration as Sum
Method 2 (Quick Table Calc):
Step 1:Drag "Region" and "Sales" to Rows
Step 2:Right click on "Sales" and select Quick Table Calculation -> Percentage of Total
Step 3: Sort Order Descending and Sort By Field "Sales" with Aggregration as Sum
The Task is to create a Sales Per Day Tracker with high, medium and low sales days
Step 1: Create a new LOD calculated field in Tableau called "Sales Per Day" and type
{FIXED [Order Date]: SUM([Sales])}
Step 2: Create a new LOD calculated field in Tableau called "Sales Per Day" and type
IF [Sales Per Day] > 3000 THEN 'high'
ELSEIF [Sales Per Day] > 2000 THEN 'medium'
ELSE 'low'
END
Step 3: Add "OrderDate" to the both the row and column shelf and "Sales Tracker" to color shelf and row shelf
Step 4: For "OrderDate" in the row shelf, right click and select measure->Count (Distinct)
Step 5: Expand YEAR(OrderDate) on the row shelf to show quarters
Step 6: On the right hand side, reorder the legend by clicking and dragging to show high, medium and low
Step 7: Set the marks type to Bar or Area chart.