I need to show ranks for each user at their geo/state/city/town level for performance review. I have a table that is at the user level which gives me every customer's revenue attainment. So in the frontend tableau view, if a manager selects one person on their team, the report should show the rank for that person out of the total.
example; This is how the report should look when one person is selected.
ATTAINMENT % 1.034148
RANK IN USA 79/107
RANK IN CITY 33/44
RANK IN UNIT 29/37
My question is how do I build this in tableau. What calculations do I need to create? If tried using rank but when I select one user, it gives the rank of 1 out of total and not the actual rank for that person.
Any help will be appreciated. Thanks!
@Priyanka Agrawal
Hi, I suggest you to take a look of the following viz:
https://public.tableau.com/app/profile/lintao/viz/SALES-SalesMarketShareDashboard/Market
And do some investigation on this:
At the beginning you will need:
a. A parameter to select the user
b. However, your case is a little bit more complex, so you will need also some FIXED calcs to obtain the country, city and unit of the selected user in the parameter. Something like:
{MAX(IF [User paramete]=[User] THEN [Country] END)}{MAX(IF [User paramete]=[User] THEN [City] END)}{MAX(IF [User paramete]=[User] THEN [Unit] END)}c. Then you will need to create calculated fields similar to the one in the view (Some FIXED calcs). In this case, you will need at least six calcs (three for the ranking, and three for the denominators) using the calcs you created in B to limit the universe of people to compare to.
So, this post is only an inspiration of what you need to obtain. Thus, go ahead and try to solve the problem. However, if you need further assistance, please upload a packaged workbook with extracted info (this info could be a mock), so we can further help you.
Finally, I have answered some similar posts:
If this post resolves the question, would you be so kind to "Select as Best"?. This will help other users find the same answer/resolution and help community keep track of answered questions. Thank you.
Regards,
Diego Martinez
Tableau Visionary and Forums Ambassador
