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Topics#Tableau Desktop & Web AuthoringPergunta de Sarah L
Sarah L (onXmaps) perguntou em #Tableau Desktop & Web Authoring
22 de jan. de 2019, 22:00

Group users based on transaction history

I have a table similar to the following.

 

Account IDPurchase IDSubscriptionExpired?

1

1

TrialT12PremiumF13PremiumF24TrialT25PremiumT36TrialT37PremiumT38PremiumF

Essentially I want to be able to group each account into a category based on the state of their transactions.

 

If a user has a single Premium subscription active - label them as 'Premium' (User 1)

If all of a user's subscriptions are in an expired status  - label them as 'Expired' (User 2)

if a user has 2 or more active Premium subscriptions - Label them as 'Elite' (User 3)

 

At then end, I want to be able to do a count of distinct account ID's that fall into each category.

Premium - 1

Elite - 1

Expired -1

2 respostas
  1. Don Wise
    22 de jan. de 2019, 22:56

    Hi Sarah,

    If I understood your criteria, here's my approach:

     

    I created a subscription flag calc to flag the criteria you were looking for:

    Hi Sarah,If I understood your criteria, here's my approach: I created a subscription flag calc to flag the criteria you were looking for:Created a FIXED LOD to ACCOUNT ID to determine when using the S

    Created a FIXED LOD to ACCOUNT ID to determine when using the Subscription Flag calc, what their named status would be if Elite:

    2-Elite+Status.png

    Created a FIXED LOD to ACCOUNT ID to determine when using the Subscription Flag calc, what their named status would be if Expired:

    3-Expired+Status.png

    Created a FIXED LOD to ACCOUNT ID to determine when using the Subscription Flag calc, what their named status would be if Premium:

    4-Premium+Status.png

    Created a calc to bring all 3 statuses into one column/field; probably could've done all 3 fixed calc's in one...but gave them to you separately in the event you want to use them elsewhere.

    5-Status+to+One+Column.png

    Final result after removing the extra columns:

    6-Overall+Result.png

    Last was to create the worksheet for a count by Status type which is just a simple COUNTD([Number of Records] using the new Status pill:

    7-CountD+by+Status.png

     

    A 2018.3 workbook is attached. Hope it helps! Thx, Don

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