2023: Week 11 - Which customers are closest?

Created by: Jenny Martin

Data Source Bank want some quick and dirty analysis. They know where their customers are, they know where their branches are. But they don't know which customers are closest to which branches. Which customers should they be prioritising based on proximity to their branches?

Now Tableau Prep doesn't natively contain spatial functions so we'll need to use some fancy Maths! Namely we'll be making use of the Haversine formula. There are 2 steps we'll need to use:

  1. Transform the latitude and longitudes from decimal degrees to radians by dividing them by 180/pi (it was Pi Day yesterday after all ;))
  2. The distance (in miles) can then be calculated as:  3963 * acos((sin(lat1) * sin(lat2)) + cos(lat1) * cos(lat2) * cos(long2 – long1))

Inputs

We have 2 inputs for our analysis:
  1. Customer Locations 

  2. DSB Branches 

Requirements

  • Input the data
  • Append the Branch information to the Customer information
  • Transform the latitude and longitude into radians
  • Find the closest Branch for each Customer
    • Make sure Distance is rounded to 2 decimal places
  • For each Branch, assign a Customer Priority rating, the closest customer having a rating of 1
  • Output the data

Output


  • 8 fields
    • Branch
    • Branch Long
    • Branch Lat
    • Distance
    • Customer Priority
    • Customer
    • Address Long
    • Address Lat
  • 125 rows (126 including headers)
You can download all the output from here

After you finish the challenge make sure to fill in the participation tracker, then share your solution on Twitter using #PreppinData and tagging @Datajedininja, @JennyMartinDS14 & @TomProwse1

You can also post your solution on the Tableau Forum where we have a Preppin' Data community page. Post your solutions and ask questions if you need any help! 

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