The correct calculation to count all distinct orders placed in 2010 involves placing the conditional inside the aggregation function, not the other way around. Here's how to correct the client's calculation:
Original Calculation Issue: The client’s original calculation attempts to apply the COUNTD function within an IF statement, which does not work as expected because the COUNTD function cannot conditionally count within the scope of the IF statement.
Correct Calculation: COUNTD(IF YEAR([Date]) = 2010 THEN [OrderID] END). This calculation checks each order date; if the year is 2010, it returns the OrderID. The COUNTD function then counts all unique OrderIDs that meet this condition.
Why It Works: This method ensures that each order is first checked for the year condition before being counted, effectively filtering and counting in one step. It efficiently processes the data by focusing the distinct count operation only on relevant records.
References
This approach is consistent with Tableau's guidance on using conditional logic inside aggregation functions for accurate and efficient data calculations, as detailed in the Tableau User Guide under "Aggregations and Calculations".
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