Hi All,

I am beginning new blog arrangement where I will clarify WorkoutWednesday Challenges step by venture with Detailed Explanation

Special thanks to Andy and Emma who started this Challenges. Now let’s start the first Workout Wednesday and how to Decipher it Step by Step.
You will find the Challenge from the below Link:
http://www.vizwiz.com/2017/01/workout-wednesday-comparing-year-over.html

Challenge is like Below :

Need to Create Same Viz As Below

Here are the requirements:

  1. Y-axis is the cumulative % of total orders
  2. The x-axis is the day of the year
  3. One line for each year, with the latest year, highlighted
  4. Include a reference line for the target, which should adjust based on what the user enters
  5. Single select filter for Product Sub-Category
  6. Multi-select filters for Year, Region and Customer Segment
  7. Include a dot on each line at the first day when the cumulative % of order crosses the target
  8. Make the tooltips match mine
  9. The title should update based on the target entered by the user

Dataset:
https://onedrive.live.com/view.aspx?resid=43EBDBC5D5265516!10928&ithint=file%2cxlsx&app=Excel&authkey=!ANa8vC6B5ZNcO8E

#WW1DECIPHER

Step 1: Connect to DataSet from Tableau Desktop which you downloaded

Step 2: Prepare the Data Set
Let’s start building the View

  1. Y-axis is the cumulative % of total orders – We need to create Y-axis with Running Total Distinct Count of Orders and Calculate the %.
    1. Drag [Order ID] field to Rows–> You will get a popup saying that field contains more than 1000  –> Select “Add all Members”
    2. Order ID have individual values in order to Cumulative % of Order we need to Count the OrderID and followed by the % of Total Right Click on the [Order ID] field –> go to Measure –> Select COUNTD–> Your pill get changed to Green Color and shows cntd(Order ID)
    3.  Now We count the Orders lets see how to get the Cummulative Total, click on cntd(orderid) –> add Table Calculation –> Select Primary Calculation as Running Total and Secondary calculation as Percentage of Total
      Now we are done with Cumulative % Total of Orders.
  2. The x-axis is the day of the year
    Write a calculation as below to get Day of the Year
    Drag the day of the year Calculated Field  to Columns, Once you drag the day of Year Column, right click on it and Change it to Dimension, You will get a view as like below and
  3. One line for each year, with the latest year, highlighted
    1. One Line for Each Year
      1. Drag [Order Date] to Detail Marks Section, you will get a view of below
    2. with the latest year, highlighted
      1. Write a calculation like below
      2. Drag the Calculated field to Colors Shelf in marks Section, you will get a view like below
  4. Include a reference line for the target, which should adjust based on what the user enters
    1. Let’s Create a Parameter First which will give the feasibility to the user to enter any value and Once created click on the parameter –> show Parameter Control.
      b. Create a Calculated field which holds the parameter Value
    2. Drag the Calculated field to Detail Shelf in the Marks Section and Click on Y-axis –> add Reference Line –> Select Calculated Field –> Aggregation Minimum
      after creating you will get a view like below
      Change the Granularity by editing cntd(order id) –> Table calculation and select the partition like below
      Once you change the Table Calculation Computation, you will get a view like below where your cumulative % Total showing 100% and as well reference Line
  5. Single select filter for Product Sub-Category & Multi-select filters for Year, Region and Customer Segment
    1. Drag Product Sub Category to Filter –> Show Filter –> Click on the Shown Filter and Select Single Value Drop Down b. repeat the same steps above except “Single value drop-down step”. your filter section should look like below
  6. Include a dot on each line at the first day when the cumulative % of order crosses the target ( this is kind of Tricky ). Let’s understand the functional Concept.
    Let’s apply the same Concept

    1. To get the Result 1
    2. To get the result 2
    3. to get the first day using User Input
    4. Drag the Get the first-day calculation next to Cntd(order ID)
    5. Click on Get first and Select Dual Axis and Synchronize the axis.
  7. Make the tooltips match mine
    1. Target ToolTip

    2. Tooltip Formatting – Drag Order date to All Marks section
    3. Change the formatting like below
  8. The title should update based on the target entered by the user
    1. Create a calculated field to get the Max year
    2. Drag this Field to Details
    3. Double Click on the title and change the title as below

Your Final View is ready
Interactive Viz: https://public.tableau.com/views/Comparing_YoY_Purchase_Frequencies_WW1_2017/ComparingYoYPurchase-WorkoutWednesday1?:embed=y&:display_count=yes&publish=yes

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