|
Factual Soft |
| Tableau Workbook Name: Superstore.twb |
|
|
|
Factual Soft |
| Tableau Workbook Name: Superstore.twb |
|
|
Counts
|
|
|---|---|
| Dashboards # | 6 |
| Worksheets # | 21 |
| Data Source # | 3 |
| Data Source Filters # | 0 |
| Custom Sql # | 0 |
| Fields # | 33 |
| Calculated Fields # | 21 |
| Groups # | 0 |
| Hierarchies # | 2 |
| Parameters # | 6 |
| Sets # | 0 |
|
Data Source alias
|
Data Source type
|
Source
|
Joins
|
|---|---|---|---|
| Sales Target | Live | excel-direct | None |
| Sales Commission | Live | textscan | None |
| Sample - Superstore | Live | excel-direct | [Region (Orders$)] join [Region (People)] join [Order ID (Orders$)] join [Order ID (Returns)] |
|
Dashboard Name
|
Worksheet Name
|
|---|---|
| Commission Model | QuotaAttainment |
| Commission Model | CommissionProjection |
| Commission Model | Sales |
| Commission Model | OTE |
| Customers | CustomerScatter |
| Customers | CustomerRank |
| Customers | CustomerOverview |
| Order Details | Product Detail Sheet |
| Overview | Total Sales |
| Overview | Sale Map |
| Overview | Sales by Segment |
| Overview | Sales by Product |
| Product | ProductView |
| Product | ProductDetails |
| Shipping | ShipSummary |
| Shipping | ShippingTrend |
| Shipping | DaystoShip |
| N/A | Forecast |
| N/A | Performance |
| N/A | Tooltip: Profit Ratio by City |
| N/A | What If Forecast |
|
Data Source
|
Source Database
|
Table Name
|
Field Name
|
Remote Field
|
Data Type
|
Used
|
Folder
|
Dimension/ Measure
|
Hidden
|
|---|---|---|---|---|---|---|---|---|---|
| Sales Target | excel-direct | Sheet1 | Category | Category | string | Yes | Measure | No | |
| Sales Target | excel-direct | Sheet1 | Order Date | Order Date | date | Yes | dimension | No | |
| Sales Target | excel-direct | Sheet1 | Segment | Segment | string | Yes | Measure | No | |
| Sales Target | excel-direct | Sheet1 | Sales Target | Sales Target | integer | Yes | Measure | No | |
| Sales Commission | textscan | Sales Commission.csv | Order Date | Order Date | datetime | Yes | dimension | No | |
| Sales Commission | textscan | Sales Commission.csv | Region | Region | string | Yes | Measure | No | |
| Sales Commission | textscan | Sales Commission.csv | Sales Person | Sales Person | string | Yes | Measure | No | |
| Sales Commission | textscan | Sales Commission.csv | Sales | Sales | integer | Yes | Measure | No | |
| Sample - Superstore | excel-direct | Orders | Row ID | Row ID | integer | No | Measure | No | |
| Sample - Superstore | excel-direct | Orders | Order ID | Order ID | string | Yes | Measure | No | |
| Sample - Superstore | excel-direct | Orders | Order Date | Order Date | date | Yes | dimension | No | |
| Sample - Superstore | excel-direct | Orders | Ship Date | Ship Date | date | Yes | dimension | No | |
| Sample - Superstore | excel-direct | Orders | Ship Mode | Ship Mode | string | Yes | Measure | No | |
| Sample - Superstore | excel-direct | Orders | Customer ID | Customer ID | string | No | Measure | No | |
| Sample - Superstore | excel-direct | Orders | Customer Name | Customer Name | string | Yes | Measure | No | |
| Sample - Superstore | excel-direct | Orders | Segment | Segment | string | Yes | Measure | No | |
| Sample - Superstore | excel-direct | Orders | Country/Region | Country/Region | string | Yes | Measure | No | |
| Sample - Superstore | excel-direct | Orders | City | City | string | Yes | Measure | No | |
| Sample - Superstore | excel-direct | Orders | State/Province | State/Province | string | Yes | Measure | No | |
| Sample - Superstore | excel-direct | Orders | Postal Code | Postal Code | string | Yes | Measure | No | |
| Sample - Superstore | excel-direct | Orders | Region | Region | string | Yes | Measure | No | |
| Sample - Superstore | excel-direct | Orders | Product ID | Product ID | string | No | Measure | No | |
| Sample - Superstore | excel-direct | Orders | Category | Category | string | Yes | Measure | No | |
| Sample - Superstore | excel-direct | Orders | Sub-Category | Sub-Category | string | Yes | Measure | No | |
| Sample - Superstore | excel-direct | Orders | Product Name | Product Name | string | Yes | Measure | No | |
| Sample - Superstore | excel-direct | Orders | Sales | Sales | real | Yes | Measure | No | |
| Sample - Superstore | excel-direct | Orders | Quantity | Quantity | integer | Yes | Measure | No | |
| Sample - Superstore | excel-direct | Orders | Discount | Discount | real | Yes | Measure | No | |
| Sample - Superstore | excel-direct | Orders | Profit | Profit | real | Yes | Measure | No | |
| Sample - Superstore | excel-direct | People | Regional Manager | Regional Manager | string | No | Measure | No | |
| Sample - Superstore | excel-direct | People | Region | Region | string | Yes | Measure | No | |
| Sample - Superstore | excel-direct | Returns | Returned | Returned | string | No | Measure | No | |
| Sample - Superstore | excel-direct | Returns | Order ID | Order ID | string | Yes | Measure | No |
|
Calculated Field Name
|
Tableau Field Name
|
Data Source Name
|
Formula
|
Used?
|
|---|---|---|---|---|
| Achievement (estimated) | Achievement (copy) | Sales Commission | [Sales] | Yes |
| Achieved Quota | Achievement (variable) (copy) | Sales Commission | if SUM([Achievement (estimated)]) >= [New Quota] then "100% +" elseif SUM([Achievement (estimated)]) >= 0.75 * [Parameters].[New Quota] then "75-100%" elseif SUM([Achievement (estimated)]) >= 0.5 * [Parameters].[New Quota] then "50-75%" else "Below 50%" end | Yes |
| Base (Variable) | Base (Variable) | Sales Commission | [Base Salary] | No |
| % of quota achieved | Calculation_0440925131659539 | Sales Commission | AVG([Achievement (estimated)])/[New Quota] | Yes |
| Rank over 3 | Calculation_4120925132203686 | Sales Commission | ROUND(INDEX() / 3 - 0.6,0) + 1 | Yes |
| Sort by field | Calculation_8140925133029303 | Sales Commission | if [Sort by]="Names" then 0 elseif [Parameters].[Sort by]="% quota descending" then -[% of quota achieved] else [% of quota achieved] end | Yes |
| Commission (Variable) | Commission (Variable) | Sales Commission | ([Commission Rate]*[Sales])/100 | No |
| Estimate Compensation label | Estimate Compensation label | Sales Commission | "Estimated Compensation:" | No |
| OTE (Variable) | OTE (Variable) | Sales Commission | [Base Salary] + ([Parameters].[Commission Rate]*[Parameters].[New Quota])/100 | No |
| Total Compensation | Total Compensation | Sales Commission | MIN([Base (Variable)]) + SUM([Commission (Variable)]) | No |
| Total Sales label | Total Sales label | Sales Commission | "Total Sales:" | No |
| Days to Ship Actual | Calculation_0831103151444568 | Sample - Superstore | DATEDIFF('day',[Order Date],[Ship Date]) | Yes |
| Sales Forecast | Calculation_5421109230915137 | Sample - Superstore | [Sales]*(1-[Churn Rate])*(1+[Parameters].[New Business Growth]) | Yes |
| Ship Status | Calculation_6401103171259723 | Sample - Superstore | if [Days to Ship Actual]> [Days to Ship Scheduled] then "Shipped Late" elseIF [Days to Ship Actual]= [Days to Ship Scheduled] then "Shipped On Time" Else "Shipped Early" end | Yes |
| Days to Ship Scheduled | Calculation_6861103170623145 | Sample - Superstore | CASE [Ship Mode] WHEN "Same Day" THEN 0 WHEN "First Class" THEN 1 WHEN "Second Class" THEN 3 WHEN "Standard Class" THEN 6 END | Yes |
| Order Profitable? | Calculation_9060122104947471 | Sample - Superstore | {fixed [Order ID]:sum([Profit])}>0 // calculates the profit at the order level | Yes |
| Sales per Customer | Calculation_9321103144526191 | Sample - Superstore | Sum([Sales])/countD([Customer Name]) | Yes |
| Profit Ratio | Calculation_9921103144103743 | Sample - Superstore | sum([Profit])/sum([Sales]) | Yes |
| Sales above Target? | Calculation_9951107165644870 | Sample - Superstore | If Sum([Sales])>SUM([federated.0hgpf0j1fdpvv316shikk0mmdlec].[Sales Target]) then "Above Target" else "Below Target" end | Yes |
| Units estimate | Sales est (copy) | Sample - Superstore | ROUND([Quantity]*(1-[Churn Rate])*(1+[Parameters].[New Business Growth]),0) | Yes |
| Profit per Order | Sales per Customer (copy) | Sample - Superstore | Sum([Profit])/countD([Order ID]) | Yes |
|
Hierarchy Name
|
Fields
|
Data Source Name
|
Used?
|
|---|---|---|---|
| Location | Country/Region, Region, State/Province, City, Postal Code | Sample - Superstore | Yes |
| Product | Category, Sub-Category, Product Name | Sample - Superstore | Yes |
|
Parameter Name
|
Data Type
|
Allowable Value Type
|
Current Value
|
Values
|
Used?
|
|---|---|---|---|---|---|
| Base Salary | Integer | Range | 50000 | Min: 0, Max: undefined, Step size: 1000 | Yes |
| Commission Rate | Float | Range | 18.399999999999999 | Min: 1.0, Max: 100.0, Step size: 0.10000000000000001 | Yes |
| New Quota | Integer | Range | 500000 | Min: 100000, Max: undefined, Step size: 25000 | Yes |
| Sort by | String | List | "Names" | "\% quota ascending", "\% quota descending", "Names" | Yes |
| New Business Growth | Float | Range | 0.59999999999999998 | Min: 0.0, Max: 1.0, Step size: 0.01 | Yes |
| Churn Rate | Float | Range | 0.064000000000000001 | Min: 0.0, Max: 0.25, Step size: 0.001 | Yes |
Unused Objects in Workbook |
|
Data Source Alias
|
Field Name
|
|---|---|
| Sample - Superstore | Row ID |
| Sample - Superstore | Customer ID |
| Sample - Superstore | Product ID |
| Sample - Superstore | Regional Manager |
| Sample - Superstore | Returned |
| Unused Worksheets |
|
| Unused Calculations |
|
|
Dashboards |
| Dashboard Name: Commission Model |
 |
Counts | |
|---|---|
| Worksheets | 4 |
| Parameters | 0 |
| Quick Filters | 0 |
| Actions | 1 |
| Below Worksheets were used in "Commission Model" Dashboard |
|
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter(s) |
|---|---|---|---|---|
| Highlight 3 (generated) 1 | QuotaAttainment, CommissionProjection, Sales, OTE | QuotaAttainment, CommissionProjection | on-select | Selected (Sales Person) |
| Dashboard Name: Customers |
 |
Counts | |
|---|---|
| Worksheets | 3 |
| Parameters | 0 |
| Quick Filters | 0 |
| Actions | 3 |
| Below Worksheets were used in "Customers" Dashboard |
|
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter(s) |
|---|---|---|---|---|
| Highlight Customer Name (Hover) 1 | CustomerScatter, CustomerRank | CustomerScatter, CustomerRank | on-hover | Selected (Customer Name) |
| Filter Region 1 | CustomerOverview | CustomerScatter, CustomerRank | on-select | Selected (Region) |
| Highlight 1 (generated) 1 | CustomerScatter, CustomerRank | CustomerScatter, CustomerRank | on-select | all |
| Dashboard Name: Order Details |
 |
Counts | |
|---|---|
| Worksheets | 1 |
| Parameters | 0 |
| Quick Filters | 0 |
| Actions | 0 |
| Below Worksheets were used in "Order Details" Dashboard |
|
| Dashboard Name: Overview |
 |
Counts | |
|---|---|
| Worksheets | 4 |
| Parameters | 0 |
| Quick Filters | 0 |
| Actions | 3 |
| Below Worksheets were used in "Overview" Dashboard |
|
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter(s) |
|---|---|---|---|---|
| State/Province Filter 1 | Sale Map | Total Sales, Sales by Segment, Sales by Product | on-select | Selected (State/Province) |
| State/Province Highlight (map) 1 | Total Sales, Sale Map | Total Sales, Sale Map | on-select | Selected (State/Province) |
| Month Highlight 1 | Total Sales, Sales by Segment, Sales by Product | Total Sales, Sales by Segment, Sales by Product | on-select | Selected (MONTH(Order Date),Order Profitable?) |
| Dashboard Name: Product |
 |
Counts | |
|---|---|
| Worksheets | 2 |
| Parameters | 0 |
| Quick Filters | 0 |
| Actions | 1 |
| Below Worksheets were used in "Product" Dashboard |
|
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter(s) |
|---|---|---|---|---|
| Filter Product Sales 1 | ProductView | ProductView, ProductDetails | on-select | All |
| Dashboard Name: Shipping |
 |
Counts | |
|---|---|
| Worksheets | 3 |
| Parameters | 0 |
| Quick Filters | 0 |
| Actions | 2 |
| Below Worksheets were used in "Shipping" Dashboard |
|
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter(s) |
|---|---|---|---|---|
| Filter Details 1 | ShippingTrend | ShippingTrend, DaystoShip | on-select | All |
| Filter 1 (generated) 1 | ShipSummary | ShipSummary, ShippingTrend, DaystoShip | on-select | All |
|
Worksheets |
| Worksheet Name: CommissionProjection |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Sales Commission | Live | textscan | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Measure Names: Sum(Commission ) | Selected from list | All | None | None | No |
| Measure Names: Min(Base ) | Selected from list | All | None | None | No |
Object(s) Used | Mark Type |
|---|---|
| Measure Names: Sum(Commission ) | Color |
| Measure Names: Min(Base ) | Color |
| Sum(Achievement (copy)) | Detail |
| Total Compensation | Detail |
| Max(OTE (Variable)) | Detail |
| Total Compensation | Detail |
| Achievement | Detail |
Field Name | Formula |
|---|---|
| Achievement (estimated) | [Sales] |
| Achieved Quota | if SUM([Achievement (estimated)]) >= [New Quota] then "100% +" elseif SUM([Achievement (estimated)]) >= 0.75 * [New Quota] then "75-100%" elseif SUM([Achievement (estimated)]) >= 0.5 * [Parameters].[New Quota] then "50-75%" else "Below 50%" end |
| Base (Variable) | [Base Salary] |
| % of quota achieved | AVG([Achievement (estimated)])/[New Quota] |
| Rank over 3 | ROUND(INDEX() / 3 - 0.6,0) + 1 |
| Sort by field | if [Sort by]="Names" then 0 elseif [Sort by]="% quota descending" then -[% of quota achieved] else [% of quota achieved] end |
| Commission (Variable) | ([Commission Rate]*[Sales])/100 |
| OTE (Variable) | [Base Salary] + ([Commission Rate]*[Parameters].[New Quota])/100 |
| Total Compensation | MIN([Base (Variable)]) + SUM([Commission (Variable)]) |
| Field Name | Column/Row |
|---|---|
| (Rank over 3) | Rows |
| Sales Person | Rows |
| Measure Values | Columns |
| Worksheet Name: CustomerOverview |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Sample - Superstore | Live | excel-direct | [Region (Orders$)] join [Region (People)] join [Order ID (Orders$)] join [Order ID (Returns)] join |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Measure Names: CountD(Customer Name) | Selected from list | All | None | None | No |
| Measure Names: Sum(Sales) | Selected from list | All | None | None | No |
| Measure Names: Sum(Quantity) | Selected from list | All | None | None | No |
| Measure Names: (Sales per Customer) | Selected from list | All | None | None | No |
| Measure Names: Sum(Profit) | Selected from list | All | None | None | No |
| Measure Names: (Profit Ratio) | Selected from list | All | None | None | No |
| Category | Use all | All | None | None | No |
| Order Date | In-Range | All | None | max[#2022-12-30#], min[#2019-01-03#] | No |
| Region | Use all | All | None | None | No |
| Segment | Use all | All | None | None | No |
| qr:Order Date:ok | Selected from list | All | None | None | No |
| Order Date | Use all | All | None | None | No |
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter |
|---|---|---|---|---|
| Filter Region 1 | CustomerOverview | CustomerScatter, CustomerRank | on-select | Selected (Region) |
Object(s) Used | Mark Type |
|---|---|
| CountD(Customer Name) | Detail |
| Sum(Sales) | Detail |
| Sum(Quantity) | Detail |
| Sales per Customer | Detail |
| Sum(Profit) | Detail |
| Profit Ratio | Detail |
Field Name | Formula |
|---|---|
| Days to Ship Actual | DATEDIFF('day',[Order Date],[Ship Date]) |
| Days to Ship Scheduled | CASE [Ship Mode] WHEN "Same Day" THEN 0 WHEN "First Class" THEN 1 WHEN "Second Class" THEN 3 WHEN "Standard Class" THEN 6 END |
| Sales per Customer | Sum([Sales])/countD([Customer Name]) |
| Profit Ratio | sum([Profit])/sum([Sales]) |
| Field Name | Column/Row |
|---|---|
| Region | Rows |
| :Measure Names | Columns |
| Measure Values | Columns |
| Worksheet Name: CustomerRank |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Sample - Superstore | Live | excel-direct | [Region (Orders$)] join [Region (People)] join [Order ID (Orders$)] join [Order ID (Returns)] join |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Action Region | Use all | All | None | None | No |
| Category | Use all | All | None | None | No |
| Order Date | In-Range | All | None | max[#2022-12-30#], min[#2019-01-03#] | No |
| Region | Use all | All | None | None | No |
| Segment | Use all | All | None | None | No |
| Order Date | Use all | All | None | None | No |
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter |
|---|---|---|---|---|
| Highlight Customer Name (Hover) 1 | CustomerScatter, CustomerRank | CustomerScatter, CustomerRank | on-hover | Selected (Customer Name) |
| Highlight 1 (generated) 1 | CustomerScatter, CustomerRank | CustomerScatter, CustomerRank | on-select | all |
Object(s) Used | Mark Type |
|---|---|
| Profit Ratio | Color |
| Sum(Profit) | Tooltip |
| Sum(Sales) | Detail |
Field Name | Formula |
|---|---|
| Profit Ratio | sum([Profit])/sum([Sales]) |
| Field Name | Column/Row |
|---|---|
| Customer Name | Rows |
| Sum(Sales) | Columns |
| Worksheet Name: CustomerScatter |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Sample - Superstore | Live | excel-direct | [Region (Orders$)] join [Region (People)] join [Order ID (Orders$)] join [Order ID (Returns)] join |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Action Region | Use all | All | None | None | No |
| Category | Use all | All | None | None | No |
| Order Date | In-Range | All | None | max[#2022-12-30#], min[#2019-01-03#] | No |
| Region | Use all | All | None | None | No |
| Segment | Use all | All | None | None | No |
| Order Date | Use all | All | None | None | No |
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter |
|---|---|---|---|---|
| Highlight Customer Name (Hover) 1 | CustomerScatter, CustomerRank | CustomerScatter, CustomerRank | on-hover | Selected (Customer Name) |
| Highlight 1 (generated) 1 | CustomerScatter, CustomerRank | CustomerScatter, CustomerRank | on-select | all |
Object(s) Used | Mark Type |
|---|---|
| Profit Ratio | Color |
| Customer Name | Detail |
| Profit Ratio | Detail |
Field Name | Formula |
|---|---|
| Profit Ratio | sum([Profit])/sum([Sales]) |
| Field Name | Column/Row |
|---|---|
| Sum(Profit) | Rows |
| Sum(Sales) | Columns |
| Worksheet Name: DaystoShip |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Sample - Superstore | Live | excel-direct | [Region (Orders$)] join [Region (People)] join [Order ID (Orders$)] join [Order ID (Returns)] join |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Action Delayed? | Use all | All | None | None | No |
| Action Ship Status | Use all | All | None | None | No |
| Action Ship Status,YEAROrder Date,WEEKOrder Date | Use all | All | None | None | No |
| Ship Status | Use all | All | None | None | No |
| Region | Use all | All | None | None | No |
| Ship Mode | Use all | All | None | None | No |
| qr:Order Date:ok | Selected from list | All | None | None | No |
| Order Date | Selected from list | All | None | None | No |
Object(s) Used | Mark Type |
|---|---|
| Ship Status | Color |
| Sum(Days to Ship Actual) | Size |
| Order ID | Detail |
| Customer Name | Detail |
| Ship Mode | Detail |
Field Name | Formula |
|---|---|
| Days to Ship Actual | DATEDIFF('day',[Order Date],[Ship Date]) |
| Ship Status | if [Days to Ship Actual]> [Days to Ship Scheduled] then "Shipped Late" elseIF [Days to Ship Actual]= [Days to Ship Scheduled] then "Shipped On Time" Else "Shipped Early" end |
| Days to Ship Scheduled | CASE [Ship Mode] WHEN "Same Day" THEN 0 WHEN "First Class" THEN 1 WHEN "Second Class" THEN 3 WHEN "Standard Class" THEN 6 END |
| Field Name | Column/Row |
|---|---|
| Product Name | Rows |
| Order Date | Columns |
| Worksheet Name: Forecast |
 |
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Sample - Superstore | Live | excel-direct | [Region (Orders$)] join [Region (People)] join [Order ID (Orders$)] join [Order ID (Returns)] join |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Order Date | In-Range | All | None | max[#2022-12-30#], min[#2019-01-03#] | No |
| Region | Use all | All | None | None | No |
Object(s) Used | Mark Type |
|---|---|
| Segment | Color |
| Forecast Indicator | Color |
| Field Name | Column/Row |
|---|---|
| Segment | Rows |
| Sum(Sales) | Rows |
| Month-Trunc(Order Date) | Columns |
| Worksheet Name: OTE |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Sales Commission | Live | textscan | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Measure Names: Sum(OTE ) | Selected from list | All | None | None | No |
| Measure Names: Avg(OTE ) | Selected from list | All | None | None | No |
Object(s) Used | Mark Type |
|---|---|
| Measure Values | Label |
Field Name | Formula |
|---|---|
| Rank over 3 | ROUND(INDEX() / 3 - 0.6,0) + 1 |
| OTE (Variable) | [Base Salary] + ([Commission Rate]*[Parameters].[New Quota])/100 |
| Field Name | Column/Row |
|---|---|
| :Measure Names | Rows |
| Worksheet Name: Performance |
 |
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Sample - Superstore | Live | excel-direct | None |
| Sales Target | Live | excel-direct | None |
Primary Data Source | Primary DS Blended Field Name | Secondary Data Source | Secondary DS Blended Field Name |
|---|---|---|---|
| Sample - Superstore | Order Date (Month) | Sales Target | Order Date (Month) |
| Sample - Superstore | Category | Sales Target | Category |
| Sample - Superstore | Segment | Sales Target | Segment |
| Sample - Superstore | Order Date (Year) | Sales Target | Order Date (Year) |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Region | Use all | All | None | None | No |
| Order Date | Use all | All | None | None | No |
Object(s) Used | Mark Type |
|---|---|
| Sales above Target? | Color |
| Sum(Sales Target) | Detail |
| SUM([Sales])-SUM([Sales Target].[Sales Target]) | Detail |
Field Name | Formula |
|---|---|
| Sales above Target? | If Sum([Sales])>SUM([federated.0hgpf0j1fdpvv316shikk0mmdlec].[Sales Target]) then "Above Target" else "Below Target" end |
| Field Name | Column/Row |
|---|---|
| yr:Order Date | Rows |
| Month(Order Date) | Rows |
| Segment | Rows |
| Category | Columns |
| Sum(Sales) | Columns |
| Worksheet Name: Product Detail Sheet |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Sample - Superstore | Live | excel-direct | [Region (Orders$)] join [Region (People)] join [Order ID (Orders$)] join [Order ID (Returns)] join |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Measure Names: Sum(Sales) | Selected from list | All | None | None | No |
| Measure Names: Sum(Quantity) | Selected from list | All | None | None | No |
| Measure Names: Sum(Discount) | Selected from list | All | None | None | No |
| Measure Names: Sum(Profit) | Selected from list | All | None | None | No |
| Measure Names: (Profit Ratio) | Selected from list | All | None | None | No |
| Measure Names: Sum(Days to Ship Scheduled) | Selected from list | All | None | None | No |
| Measure Names: Sum(Days to Ship Actual) | Selected from list | All | None | None | No |
| Action Order Profitable?,MONTHOrder Date,Segment | Use all | All | None | None | No |
| Action Postal Code,State/Province 1 | Use all | All | None | None | No |
| Category | Use all | All | None | None | No |
| City | Selected from list | All | None | None | No |
| Order Date | Customized from List | All | None | None | No |
| Order Date | In-Range | All | None | max[#2022-12-30#], min[#2019-01-03#] | No |
| Region | Use all | All | None | None | No |
| Segment | Use all | All | None | None | No |
| State/Province | Use all | All | None | None | No |
Object(s) Used | Mark Type |
|---|---|
| Measure Values | Label |
Field Name | Formula |
|---|---|
| Days to Ship Actual | DATEDIFF('day',[Order Date],[Ship Date]) |
| Days to Ship Scheduled | CASE [Ship Mode] WHEN "Same Day" THEN 0 WHEN "First Class" THEN 1 WHEN "Second Class" THEN 3 WHEN "Standard Class" THEN 6 END |
| Order Profitable? | {fixed [Order ID]:sum([Profit])}>0 // calculates the profit at the order level |
| Profit Ratio | sum([Profit])/sum([Sales]) |
| Field Name | Column/Row |
|---|---|
| Order ID | Rows |
| Customer Name | Rows |
| Order Date | Rows |
| Ship Date | Rows |
| Ship Mode | Rows |
| :Measure Names | Columns |
| Worksheet Name: ProductDetails |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Sample - Superstore | Live | excel-direct | [Region (Orders$)] join [Region (People)] join [Order ID (Orders$)] join [Order ID (Returns)] join |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Action Category,YEAROrder Date,MONTHOrder Date | Use all | All | None | None | No |
| Action YEAROrder Date,MONTHOrder Date | Use all | All | None | None | No |
| Action YEAROrder Date,MONTHOrder Date,Product Category | Use all | All | None | None | No |
| mn:Order Date:ok | Use all | All | None | None | No |
| Order Date | In-Range | All | None | max[#2022-12-30#], min[#2019-01-03#] | No |
| Region | Use all | All | None | None | No |
| Order Date | Use all | All | None | None | No |
Object(s) Used | Mark Type |
|---|---|
| Profit Ratio | Color |
| Product Name | Detail |
| Category | Detail |
| Sum(Profit) | Detail |
Field Name | Formula |
|---|---|
| Profit Ratio | sum([Profit])/sum([Sales]) |
| Field Name | Column/Row |
|---|---|
| Category | Rows |
| Sub-Category | Rows |
| Segment | Columns |
| Sum(Sales) | Columns |
| Worksheet Name: ProductView |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Sample - Superstore | Live | excel-direct | [Region (Orders$)] join [Region (People)] join [Order ID (Orders$)] join [Order ID (Returns)] join |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Category | Use all | All | None | None | No |
| Region | Use all | All | None | None | No |
| Order Date | Use all | All | None | None | No |
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter |
|---|---|---|---|---|
| Filter Product Sales 1 | ProductView | ProductView, ProductDetails | on-select | All |
Object(s) Used | Mark Type |
|---|---|
| Sum(Sales) | Color |
| Sum(Sales) | Label |
| Sum(Profit) | Tooltip |
| Field Name | Column/Row |
|---|---|
| Category | Rows |
| yr:Order Date | Rows |
| Month(Order Date) | Columns |
| Worksheet Name: QuotaAttainment |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Sales Commission | Live | textscan | None |
Object(s) Used | Mark Type |
|---|---|
| % of quota achieved | Label |
| Achievement | Color |
| [New Quota] | Detail |
| Total Compensation | Detail |
| Max(OTE (Variable)) | Detail |
| Total Compensation | Detail |
Field Name | Formula |
|---|---|
| Achievement (estimated) | [Sales] |
| Achieved Quota | if SUM([Achievement (estimated)]) >= [New Quota] then "100% +" elseif SUM([Achievement (estimated)]) >= 0.75 * [New Quota] then "75-100%" elseif SUM([Achievement (estimated)]) >= 0.5 * [Parameters].[New Quota] then "50-75%" else "Below 50%" end |
| Base (Variable) | [Base Salary] |
| % of quota achieved | AVG([Achievement (estimated)])/[New Quota] |
| Rank over 3 | ROUND(INDEX() / 3 - 0.6,0) + 1 |
| Sort by field | if [Sort by]="Names" then 0 elseif [Sort by]="% quota descending" then -[% of quota achieved] else [% of quota achieved] end |
| Commission (Variable) | ([Commission Rate]*[Sales])/100 |
| OTE (Variable) | [Base Salary] + ([Commission Rate]*[Parameters].[New Quota])/100 |
| Total Compensation | MIN([Base (Variable)]) + SUM([Commission (Variable)]) |
| Field Name | Column/Row |
|---|---|
| (Rank over 3) | Rows |
| Sales Person | Rows |
| sum:Achievement copy:qk | Columns |
| Worksheet Name: Sale Map |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Sample - Superstore | Live | excel-direct | [Region (Orders$)] join [Region (People)] join [Order ID (Orders$)] join [Order ID (Returns)] join |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Order Profitable? | Selected from list | All | None | None | No |
| Order Date | In-Range | All | None | max[#2022-12-30#], min[#2019-01-03#] | No |
| Region | Use all | All | None | None | No |
| Profit Ratio | In-Range | All | None | None | No |
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter |
|---|---|---|---|---|
| State/Province Filter 1 | Sale Map | Total Sales, Sales by Segment, Sales by Product | on-select | Selected (State/Province) |
| State/Province Highlight (map) 1 | Total Sales, Sale Map | Total Sales, Sale Map | on-select | Selected (State/Province) |
Object(s) Used | Mark Type |
|---|---|
| Profit Ratio | Color |
| Tooltip: Profit Ratio by City | Tooltip |
| State/Province | Detail |
| Country/Region | Detail |
| [Geometry (generated)] | geometry |
Field Name | Formula |
|---|---|
| Order Profitable? | {fixed [Order ID]:sum([Profit])}>0 // calculates the profit at the order level |
| Profit Ratio | sum([Profit])/sum([Sales]) |
| Field Name | Column/Row |
|---|---|
| Latitude generated | Rows |
| Longitude generated | Columns |
| Worksheet Name: Sales |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Sales Commission | Live | textscan | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Measure Names: Sum(Sales) | Selected from list | All | None | None | No |
| Measure Names: (% of quota achieved) | Selected from list | All | None | None | No |
Object(s) Used | Mark Type |
|---|---|
| Measure Values | Label |
Field Name | Formula |
|---|---|
| Achievement (estimated) | [Sales] |
| % of quota achieved | AVG([Achievement (estimated)])/[New Quota] |
| Field Name | Column/Row |
|---|---|
| :Measure Names | Rows |
| Worksheet Name: Sales by Product |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Sample - Superstore | Live | excel-direct | [Region (Orders$)] join [Region (People)] join [Order ID (Orders$)] join [Order ID (Returns)] join |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Action MONTHOrder Date,Segment | Use all | All | None | None | No |
| Action Postal Code,State/Province | Use all | All | None | None | No |
| Action State/Province | Use all | All | None | None | No |
| Order Profitable? | Selected from list | All | None | None | No |
| Order Date | In-Range | All | None | max[#2022-12-30#], min[#2019-01-03#] | No |
| Region | Use all | All | None | None | No |
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter |
|---|---|---|---|---|
| Month Highlight 1 | Total Sales, Sales by Segment, Sales by Product | Total Sales, Sales by Segment, Sales by Product | on-select | Selected (MONTH(Order Date),Order Profitable?) |
Object(s) Used | Mark Type |
|---|---|
| Measure Names: false(undefined) | Color |
| Measure Names: true(undefined) | Color |
| Sum(Profit) | Tooltip |
Field Name | Formula |
|---|---|
| Order Profitable? | {fixed [Order ID]:sum([Profit])}>0 // calculates the profit at the order level |
| Field Name | Column/Row |
|---|---|
| Category | Rows |
| Sum(Sales) | Rows |
| Month-Trunc(Order Date) | Columns |
| Worksheet Name: Sales by Segment |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Sample - Superstore | Live | excel-direct | [Region (Orders$)] join [Region (People)] join [Order ID (Orders$)] join [Order ID (Returns)] join |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Action MONTHOrder Date,Product Category | Use all | All | None | None | No |
| Action Postal Code,State/Province | Use all | All | None | None | No |
| Action State/Province | Use all | All | None | None | No |
| Order Profitable? | Selected from list | All | None | None | No |
| Order Date | In-Range | All | None | max[#2022-12-30#], min[#2019-01-03#] | No |
| Region | Use all | All | None | None | No |
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter |
|---|---|---|---|---|
| Month Highlight 1 | Total Sales, Sales by Segment, Sales by Product | Total Sales, Sales by Segment, Sales by Product | on-select | Selected (MONTH(Order Date),Order Profitable?) |
Object(s) Used | Mark Type |
|---|---|
| Measure Names: false(undefined) | Color |
| Measure Names: true(undefined) | Color |
| Sum(Profit) | Tooltip |
Field Name | Formula |
|---|---|
| Order Profitable? | {fixed [Order ID]:sum([Profit])}>0 // calculates the profit at the order level |
| Field Name | Column/Row |
|---|---|
| Segment | Rows |
| Sum(Sales) | Rows |
| Month-Trunc(Order Date) | Columns |
| Worksheet Name: ShipSummary |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Sample - Superstore | Live | excel-direct | [Region (Orders$)] join [Region (People)] join [Order ID (Orders$)] join [Order ID (Returns)] join |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Ship Status | Use all | All | None | None | No |
| Region | Use all | All | None | None | No |
| Ship Mode | Use all | All | None | None | No |
| qr:Order Date:ok | Selected from list | All | None | None | No |
| Order Date | Selected from list | All | None | None | No |
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter |
|---|---|---|---|---|
| Filter 1 (generated) 1 | ShipSummary | ShipSummary, ShippingTrend, DaystoShip | on-select | All |
Object(s) Used | Mark Type |
|---|---|
| Ship Status | Color |
| Count(__tableau_internal_object_id__).[Orders_6D2EF74F348B46BDA976A7AEEA6FB5C9] | Label |
| Ship Status | Label |
Field Name | Formula |
|---|---|
| Days to Ship Actual | DATEDIFF('day',[Order Date],[Ship Date]) |
| Ship Status | if [Days to Ship Actual]> [Days to Ship Scheduled] then "Shipped Late" elseIF [Days to Ship Actual]= [Days to Ship Scheduled] then "Shipped On Time" Else "Shipped Early" end |
| Days to Ship Scheduled | CASE [Ship Mode] WHEN "Same Day" THEN 0 WHEN "First Class" THEN 1 WHEN "Second Class" THEN 3 WHEN "Standard Class" THEN 6 END |
| Field Name | Column/Row |
|---|---|
| Count(__tableau_internal_object_id__).Orders_6D2EF74F348B46BDA976A7AEEA6FB5C9 | Columns |
| Worksheet Name: ShippingTrend |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Sample - Superstore | Live | excel-direct | [Region (Orders$)] join [Region (People)] join [Order ID (Orders$)] join [Order ID (Returns)] join |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Action Delayed? | Use all | All | None | None | No |
| Action Ship Status | Use all | All | None | None | No |
| Region | Use all | All | None | None | No |
| Ship Mode | Use all | All | None | None | No |
| qr:Order Date:ok | Selected from list | All | None | None | No |
| Order Date | Selected from list | All | None | None | No |
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter |
|---|---|---|---|---|
| Filter Details 1 | ShippingTrend | ShippingTrend, DaystoShip | on-select | All |
Object(s) Used | Mark Type |
|---|---|
| Ship Status | Color |
Field Name | Formula |
|---|---|
| Days to Ship Actual | DATEDIFF('day',[Order Date],[Ship Date]) |
| Ship Status | if [Days to Ship Actual]> [Days to Ship Scheduled] then "Shipped Late" elseIF [Days to Ship Actual]= [Days to Ship Scheduled] then "Shipped On Time" Else "Shipped Early" end |
| Days to Ship Scheduled | CASE [Ship Mode] WHEN "Same Day" THEN 0 WHEN "First Class" THEN 1 WHEN "Second Class" THEN 3 WHEN "Standard Class" THEN 6 END |
| Field Name | Column/Row |
|---|---|
| __tableau_internal_object_id__ | Rows |
| yr:Order Date | Columns |
| Week-Trunc(Order Date) | Columns |
| Worksheet Name: Tooltip Profit Ratio by City |
Field Name | Formula |
|---|---|
| Profit Ratio | sum([Profit])/sum([Sales]) |
| Worksheet Name: Total Sales |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Sample - Superstore | Live | excel-direct | [Region (Orders$)] join [Region (People)] join [Order ID (Orders$)] join [Order ID (Returns)] join |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Measure Names: Sum(Sales) | Selected from list | All | None | None | No |
| Measure Names: Sum(Profit) | Selected from list | All | None | None | No |
| Measure Names: (Profit Ratio) | Selected from list | All | None | None | No |
| Measure Names: (Sales per Customer ) | Selected from list | All | None | None | No |
| Measure Names: (Sales per Customer) | Selected from list | All | None | None | No |
| Measure Names: Avg(Discount) | Selected from list | All | None | None | No |
| Measure Names: Sum(Quantity) | Selected from list | All | None | None | No |
| Action Order Profitable?,Category,MONTHOrder Date | Use all | All | None | None | No |
| Action Order Profitable?,MONTHOrder Date,Segment | Use all | All | None | None | No |
| Action State/Province | Use all | All | None | None | No |
| Order Date | In-Range | All | None | max[#2022-12-30#], min[#2019-01-03#] | No |
| Region | Use all | All | None | None | No |
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter |
|---|---|---|---|---|
| State/Province Highlight (map) 1 | Total Sales, Sale Map | Total Sales, Sale Map | on-select | Selected (State/Province) |
| Month Highlight 1 | Total Sales, Sales by Segment, Sales by Product | Total Sales, Sales by Segment, Sales by Product | on-select | Selected (MONTH(Order Date),Order Profitable?) |
Object(s) Used | Mark Type |
|---|---|
| Measure Values | Label |
Field Name | Formula |
|---|---|
| Sales Forecast | [Sales]*(1-[Churn Rate])*(1+[New Business Growth]) |
| Order Profitable? | {fixed [Order ID]:sum([Profit])}>0 // calculates the profit at the order level |
| Sales per Customer | Sum([Sales])/countD([Customer Name]) |
| Profit Ratio | sum([Profit])/sum([Sales]) |
| Units estimate | ROUND([Quantity]*(1-[Churn Rate])*(1+[New Business Growth]),0) |
| Profit per Order | Sum([Profit])/countD([Order ID]) |
| Field Name | Column/Row |
|---|---|
| :Measure Names | Columns |
| Worksheet Name: What If Forecast |
 |
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Sample - Superstore | Live | excel-direct | [Region (Orders$)] join [Region (People)] join [Order ID (Orders$)] join [Order ID (Returns)] join |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Measure Names: Sum(Sales) | Selected from list | All | None | None | No |
| Measure Names: Sum(Sales Forecast) | Selected from list | All | None | None | No |
| Order Date | In-Range | All | None | max[#2022-12-30#], min[#2019-01-03#] | No |
| Region | Use all | All | None | None | No |
| Order Date | Use all | All | None | None | No |
Object(s) Used | Mark Type |
|---|---|
| Measure Names: Sum(Sales) | Color |
| Measure Names: Sum(Sales Forecast) | Color |
| Measure Values | Label |
| SUM([Sales])-SUM([Sales Forecast]) | Detail |
| Sum(Sales) | Detail |
| Sum(Sales Forecast) | Detail |
Field Name | Formula |
|---|---|
| Sales Forecast | [Sales]*(1-[Churn Rate])*(1+[New Business Growth]) |
| Field Name | Column/Row |
|---|---|
| Region | Rows |
| Segment | Rows |
| :Measure Names | Rows |
| Quarter(Order Date) | Columns |
| Month(Order Date) | Columns |