I’m new and struggling with analyzing data in tableau. Specifically drilling down to top and bottom 10 data. I was hoping someone could help me in figuring out how I can drill down to find the top/bottom 10 within the top/bottom customers.
I have a specific example of where I need help in the attached workbook.
Looking at “YOY” tab - I’d like to be able to treat this tab as a mpivot table. I would like to only see the Top 10 and bottom 10 "Member Locations" based on the YOY $ sales of 2016 over 2015.
Then of those top/bottom member locations – I would like to only see the top/bottom mfr’s roll up for those member locations. That would allow me to isolate which products are driving these results .
The reason I’m in need of this is, not so much for a viz, but more so for a narrative report. I need to pinpoint our good and bad member locations and the products that are driving these results. On the flip side, I will also need to do this with QOQ results, then MFR roll up vs member roll up, and other scenarios. I'm no longer able to do this in Excel because the data is too large.
In researching top N - I added a 2016 YOY sales calculated field. Then I chose to use a sets to create the top/bottom 10 for the member location field based on the 2016 YOY $'s.
But first - In order to add a 2016 YOY calculated field I had to add 2 calc fields to get the individual 2015 sales and 2016 sales, is this the proper way to do this?
Next, and desperately, what I really need next is to go another top/bottom level and get the top/bottom 10 of the Mfr Roll up for EACH one of those locations. Not the top/bottom Mfr Roll Up for the overall
sales amount.
Is this possible? Thank you for any help you can offer!
