SUBMISSION: Advanced Tools

📥 Data Sources

This assignment uses two related tables that you'll join in Tableau:

Customers: 200 customers with ID, Name, City, State, Region, Tier, Signup Date.
Orders: ~1,470 orders over 2 years with Customer ID, Product, Product Category, Channel, Quantity, Amount.
Join on Customer ID.

📋 Assignment Instructions

Create a Tableau workbook that uses parameters and LOD expressions to enable flexible analysis.

Part 1: Data Setup

Connect both CSVs — join Customers and Orders on Customer ID (left join from Customers).
Verify the join — check that customers without orders appear as nulls (they should — not all 200 customers have orders every month).

Part 2: Parameters (minimum 2)

Metric Selector Parameter — create a string parameter with allowed values: "Revenue", "Orders", "Avg Order Value". Then create a calculated field that switches the measure based on the parameter:
```
CASE [Metric Selector]
  WHEN "Revenue" THEN SUM([Amount])
  WHEN "Orders" THEN COUNTD([Order ID])
  WHEN "Avg Order Value" THEN SUM([Amount]) / COUNTD([Order ID])
END
```
Use this in a line chart so the user can toggle which metric to view over time.
Top N Parameter — create an integer parameter (range 5–50, step 5). Use it with a RANK() calculation to show only the Top N customers by total spend:
```
IF RANK(SUM([Amount])) <= [Top N Parameter] THEN 'Show' ELSE 'Hide' END
```
Filter the view to "Show" and display in a bar chart.

Part 3: LOD Expressions (minimum 3)

💡 Step-by-step guide for the LOD exercises below:
LOD expressions use curly braces { } and the syntax { FIXED [Dimension] : AGG([Measure]) }. They compute values at a different granularity than your current view. Start each exercise by creating a new Calculated Field (right-click in the Data Pane → Create Calculated Field).

Customer Lifetime Value — use a FIXED LOD to calculate each customer's total spend regardless of filters:
```
{ FIXED [Customer ID] : SUM([Amount]) }
```
Show the distribution of CLV in a histogram.
First Purchase Date — use FIXED LOD to find each customer's first order date:
```
{ FIXED [Customer ID] : MIN([Order Date]) }
```
Create a "Customer Cohort" calculated field from this using: DATETRUNC('month', [First Purchase Date]). This gives you the year-month of each customer's first purchase.

To build the cohort heat map:
1. Drag [Customer Cohort] to Rows
2. Drag [Order Date] (as discrete month) to Columns
3. Drag COUNTD([Customer ID]) to the Color mark
4. Change the chart type to a highlight table or square marks
Customer vs Average Comparison — use a FIXED LOD to calculate each customer's regional average spend:
```
{ FIXED [Region] : AVG([Amount]) }
```
Compare this to each customer's individual total spend. Color a scatter plot to show above/below average customers.

💡 Optional (not required): incorporate a Quick Table Calculation (e.g., a Running Total of spend over time) on one of your sheets to practice all three Advanced Tools techniques from this module.

✅ Submission Checklist

Two data sources joined on Customer ID
Metric Selector parameter with dynamic calculated field
Top N parameter (RANK-based) controlling a bar chart
3 FIXED LOD expressions (CLV, First Purchase Date, regional comparison)

Export your workbook as a .twbx (packaged workbook) and upload using the form below.