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Tableau - What percent of customers account for 80% of sales? 

sqlbelle
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Have you ever been asked what percentage of something accounts for something else? For example, is it true that 80% of our sales come from 20% of customers (or 80/20 rule or Pareto principle)?
This step-by-step tutorial will walk you through how to do this in Tableau Desktop. Whether you're aiming to analyze 8% or 80% of your sales data, this tutorial caters to all levels, offering step-by-step instructions and explaining potential pitfalls.
This technique will work with any data set, so you don't have to be using sales data. You could be looking at number of complaints, number of patients, fundraising dollars, etc.
Additional topics and concepts covered:
- parameters
- row-level calculations
- aggregate calculations
- LOD expression
- table calculations (ATTR, INDEX, Running Total, WINDOW_COUNT)
- secondary table calculations
- and more ...
This tutorial not only teaches you the technical steps but also helps clarify the logic behind each step, ensuring a deeper understanding of data analysis in Tableau.
Superstore Data Set (Excel):
data.world/sqlbelle/sample-su...
Starter Workbook:
public.tableau.com/app/profil...
00:00 Introduction
02:02 Steps
02:32 Step 1 - Setup (Parameters, FIXED LODs)
07:23 Step 2 - Focus on Sales calculations
14:27 Step 3 - Focus on Determining number of customers
21:29 Step 4 - Polish / Cleanup
Additional Tutorials
Parameters
• Tableau Tutorial - Par...
LOD
• Tableau LOD (Level of ...
Basic Calculations
• Learn Tableau Basic Ca...
Table Calculations
• Tableau Table Calculat...
Order of Operations
• Master Tableau's Order...
12 Common Tableau Errors
• 12 Common Tableau Erro...
#tableau #TableauTips #TableauTutorial #TableauForBeginners #calculations #datafam #visualanalytics #dataanalysis #parameters #dataanalyst

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2 июл 2024

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Комментарии : 27   
@FavorLane-sp1pz
@FavorLane-sp1pz 2 месяца назад
Do you have a private class?,you're on of the best teachers on this platform,your teaching methodology is easy to understand
@MAYURKULKARNIprofile
@MAYURKULKARNIprofile 20 дней назад
I liked the way it's explained. I've been stuck since 2-3 days with an issue in visualization but you made it appear so easy.
@joshuajunhoe780
@joshuajunhoe780 9 дней назад
THANK YOU SO MUCH. Idk what is the purpose I went to college...
@paulocarapinheiro8739
@paulocarapinheiro8739 6 месяцев назад
Excellent, Thank you for sharing the knowledge. Merry Christmas!
@cococnk388
@cococnk388 4 месяца назад
My second time watching the video... I have understood it well now
@cococnk388
@cococnk388 5 месяцев назад
Hey miss, I had my exams last week sunday 14/01/2024 (895 score), thanks so much. Going to give you a shout out on LinkedIn thanks a lot.
@sqlbelle
@sqlbelle 5 месяцев назад
That's amazing, congratulations!!!!
@professorlewis3302
@professorlewis3302 6 месяцев назад
Love this format! I gained a lot of insight from this walkthrough.
@sqlbelle
@sqlbelle 6 месяцев назад
Thank you so much! Glad to hear :)
@dhirajdeore7680
@dhirajdeore7680 6 месяцев назад
Hi Donabel I saw your videos, and they're really helpful for me to improve my knowledge. Thank you so much for sharing your knowledge and your valuable time. Don't hold back; share your knowledge, and let's learn from each other. One more thing: could you add videos related to how to use Python in Tableau step by step So we can use Python in Tableau to make the process automate? Thanks
@JohnMKaya-lm1ry
@JohnMKaya-lm1ry 6 месяцев назад
Super tutorial! Thank you!
@Rkcuddles
@Rkcuddles 6 месяцев назад
Exactly how deep does this rabbit hole go? Can you do some map/zip code type analysis. Maybe someone is running a delivery business and wants to make fun maps!
@sqlbelle
@sqlbelle 6 месяцев назад
I think it can go really deep :D
@tuvytautas
@tuvytautas 6 месяцев назад
Thank you, great video! I'm trying to implement this with my data, but somehow 'Within Range - #' calculation is displayed in a strange format (for example instead of 8 it display 0 to 8). Trying to figure it out why
@virenparshetty4350
@virenparshetty4350 4 месяца назад
Cant thank you enough!
@sole2429
@sole2429 6 месяцев назад
Muchas gracias, soy nueva con la herramienta y es algo que estaba buscando como hacerlo, muy clara tu explicación, ahora a aplicarlo
@oren2010T
@oren2010T 6 месяцев назад
Thank you for the great video !! Very helpfull❤
@AbhishekKumar-xd3qq
@AbhishekKumar-xd3qq 6 месяцев назад
You are exceptional 💕
@ghantees
@ghantees 6 месяцев назад
Hello Donabel, I’ve been watching your videos for a while and it helps me a lot! I extensively work with data and tableau and just recently run into some challenges I would like to seek your advice. Would it be possible to send you a quick question somewhere? Appreciate your support and thank you so much for all the videos!
@souravanand932
@souravanand932 5 месяцев назад
I had a query: In the calculated fields used later on like Within range- # of Customers, I could not use the calculated field made earlier like Fixed-Total # of Customers made at the beginning, but I could use the Fixed-Total # of Customers from the tooltip. Why is this so?
@nikhilgupta5733
@nikhilgupta5733 6 месяцев назад
Hi Great video! I once had same requirement but rather than the distinct count on Customer ID, I wanted the sum on a measure value. How can I go about that? Thank you.
@nikhilgupta5733
@nikhilgupta5733 6 месяцев назад
It was based on the same Pareto Principle. I wanted to find the sum of Spend for the Suppliers that were in the spend for more than 80 percent of total spend (The Running sum is from the sorted from high to low spend values. I got to the part of the part where I could mark the suppliers with sales value greater than 80 percent spend. But I wanted the KPI of that greater than 80 percent spend. Couldn't write the LOD for that as it is all based on table calculation. How Can I aggregate on the measure value.
@dfreshness2006
@dfreshness2006 6 месяцев назад
Confusing business question in my opinion. Typically finding that answer would be based on a %customer mix sales distribution and then shared as insight, but hardly is it ever asked as a starting business question. Certainly many combinations would get to 80%.
@monasaudagar9785
@monasaudagar9785 4 месяца назад
I am wondering why only top sales numbers are being considered because many combinations would get to less than 80% for example. @sqlbelle
@sqlbelle
@sqlbelle 4 месяца назад
Usually this question is about understanding the top contributors to something. So for example, if there are 10 customers that make up 90% of sales, or 1K of customers (perhaps including just 1 of the top 10) that make up the 90% of sales - which one would you pick?
@monasaudagar9785
@monasaudagar9785 4 месяца назад
@@sqlbelle yes this is a contextual scenario where choosing the top contributors only would make sense.
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