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I need to display the rating history of "won" deals over time by Business Record ([WGOPPID]), Opportunity Record [Opportunity ID]. I want to display the [OldValue] at time zero as "First Old Value", including NULL values. The remaining columns need to display the last [NewValue] in the record for each Month.
WGOPPID OPPORTUNITYID FirstOldValue January February March...
12-001134 0063000000qmrrvAAA Null Null 1 3
The Old and New values are from a table that has captures the new value, date & time for each instance the record is changed. That table only contains data since Jan 15, 2012. The ID records are from a separate table. I have joined the tables on our SQL server.
I have tried solutions offered in several threads including http://community.tableau.com/message/171599#171599 and http://community.tableau.com/message/172329#172329 but I haven't had complete success. I have attached the workbook I've been using with the results I have been able to achieve so far. What step(s) am I missing to get to the view I need?