This feels like it should be pretty simple but I rarely use Tableau and keep thinking in terms of Excel. I'd like to calculate a close ratio per row, followed by a close ratio for calendar year for each agency, and then a total of the agencies shown.
However I need to total all values in the Stage dimension EXCEPT for Closed Withdrawn. Then I need to take just the total for Closed Won as the numerator to calculate the close ratio. For example, AB & Associates Q3 2017 should show a close ratio of 65% (13 closed won/20).
How do I do this?
I am in version 10.3.3
Thanks,
Suzanne,
I think you can try Level of Detail Calculations to obtain this:
Numerator:
{ FIXED [Brokerage Firm Rollup],[Effective Date (Years)],[Effective Date (Quarters)]:
COUNTD(IF [Stage]="Closed Won" THEN [Account Name (copy)] END)}
Denominator:
{ FIXED [Brokerage Firm Rollup],[Effective Date (Years)],[Effective Date (Quarters)]:
COUNTD(IF [Stage]<>"Closed Withdrawn" THEN [Account Name (copy)] END)}
Note: I added the two date calculations using Custom Dates:
Please see workbook v10.3 attached in the Forum Thread.
