Execute multiple groupby transformations and aggregate functions within Tableau

Question

I have a dataset that looks very similar to the data below.

1. I would like to create two groups using values in the group column.

   group1 - new &

   group2 - old

2. Within the group1 - new, I would like to then groupby id and take the average of each grouped id and then sum

data:

     id     type    backup  free    total   Last refreshed
     a      old     1       4       5       11/1/2020
     b      old     1       4       5       11/1/2020
     c      old     1       4       5       11/1/2020
     d      new     2       1       3       11/1/2020
     e      new     2       1       3       11/1/2020
     f      old     1       1       2       11/1/2020
     g      old     1       1       2       11/1/2020
     e      new     2       2       4       11/1/2020
     d      new     2       2       4       11/1/2020

1st step - create group1 and group2

    id  group   type    used free   total   Last refreshed
    a   group2  old     1    4      5       11/1/2020
    b   group2  old     1    4      5       11/1/2020
    c   group2  old     1    4      5       11/1/2020
    f   group2  old     1    1      2       11/1/2020
    g   group2  old     1    1      2       11/1/2020
    d   group1  new     2    1      3       11/1/2020
    e   group1  new     2    1      3       11/1/2020
    e   group1  new     2    2      4       11/1/2020
    d   group1  new     2    2      4       11/1/2020

2nd step groupby id

id  group   type    used    free    total       Last refreshed
   d    new     group1  2       1       3       11/1/2020
   d    new     group1  2       2       4       11/1/2020
   e    new     group1  2       1       3       11/1/2020
   e    new     group1  2       2       4       11/1/2020
   a    old     group2  1       4       5       11/1/2020
   b    old     group2  1       4       5       11/1/2020
   c    old     group2  1       4       5       11/1/2020
   f    old     group2  1       1       2       11/1/2020
   g    old     group2  1       1       2       11/1/2020

3rd step we groupby id and take the average of d (for each column) we groupby id and take the average of e (for each column) then we sum the values in the old group (for each column) then we sum these altogether

  id    used    free    total   Last refreshed
  d     2       1.5     3.5     11/1/2020
  e     2       1.5     3.5     11/1/2020
  old   5       14      19      11/1/2020

Desired Result

All summed together to get:

 used   free    total   Last refreshed
 9      17      26      11/1/2020

graph:

This is what I am doing:

2.place the type in groups 2.create calculated field

zn(avg(if [Group]= 'Group1' end))
+
zn(sum(if [Group] = 'Group2' end))

any suggestion is appreciated

Answer 1

For the first part i.e. groupby transformations and aggregations please create three calculated fields with the following calculations

1. desired free

{SUM({Fixed [Last Refreshed]: SUM(IF [Type] = "new" THEN
{FIXED [Last Refreshed], [Type], [Id] : AVG([Free])}
ELSEIF [Type] = "old"
THEN {FIXED [Last Refreshed], [Type], [Id] : SUM([Free])}
END)})}

similarly for desired used and desired total. You'll get a aggregated table as desired (see screenshot)

For creating a bar chart (stacked) you'll have to pivot (transform) the data by clubbing used and free into one dimension. If you want I can again present you a solution.