# 2019 Week 41: Which customers are costing us?

Once again, this week comes from a real life challenge. This real-life scenario involves a scatterplot of customers and a long, long table. The first requirement was to keep all the customers in the list, but also highlight those customers. After a round of feedback our stakeholder decided they wanted the selected customers to “surface to the top”. As soon as this came up, I knew it was a future Workout Wednesday. – LS

### Challenge

Click image to view on Tableau Public

### Requirements

You will create a scatterplot and a table and have interactivity between the two.

• Format: 1100px by 600px
• Calculations
• Calculate profit ratio. (Total Profit/Total Sales)
• Calculate the full retail price. (Sales/(1-Discount))
• Calculate the total lost sales. (Difference between full price and actual sold price)
• Calculate the weighted discount. (Total lost sales/Full price)
• Scatterplot
• Show a scatter plot of weighted discount (Dollars Saved/Actual Retail Price) and the profit ratio (Total Profit/Total Sales).
• Show one dot per customer.
• Size the dots by total sales.
• Only show customers with \$500 or more sales.
• Make the circles 50% opaque and add a border around the circles.
• The base color of the circle should be #A2A2A2.
• Match the tooltip.
• Table
• Show one row per customer.
• Only show customers with \$500 dollars in sales or more.
• In the table show: total sales, full retail price, lost sales, weighted discount, and profit ratio.
• Sort customers by lost sales.
• When you select customers from the scatterplot:
• Change the circle color for those customers on the scatterplot.
• Make sure all members remain un-highlighted on the scatterplot.
• Move the selected customer to the top of the text table.
• Keep other customers on the table but have the color change to dark gray (#D4D4D4).
• Show a totals below the selected cohort on the table. Make sure the font is bold for the totals.
• When you deselect make sure the table resets.

#### Dataset

This week uses the superstore dataset for Tableau 2019.1. You can get it here at data.world

#### Share

After you finish your workout, share on Twitter using the hashtag #WorkoutWednesday2019 and tag @AnnUJackson, @LukeStanke, @lorna_eden, and @curtisharris_!

#### Track your progress

Also, don’t forget to track your progress using this Workout Wednesday form.

#### Attribute & Tag

When you publish your solution on Tableau Public make sure to take the time and include a link to the original inspiration. Don’t forget to add the hashtag #WorkoutWednesday2019, as well!

### 2 thoughts on “2019 Week 41: Which customers are costing us?”

1. Hi Luke – I have a question. When I click on Sharelle Roach in the scatter plot (lower right ~70% weighted discount), the tooltip says \$2,550 sales, 70% discount and -133% profit ratio. The numbers are different from the table which says \$3,233 sales, 65% discount and -103% profit ratio. Should it be the same?

Thank You,
Guan

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