3 Replies Latest reply on Nov 11, 2013 1:58 PM by Joshua Milligan

    Show all data for all years filtered by an event occurring in one year

    jessica.marko

      I am new to Tableau so I apologize if this has already been answered - I've searched the forums but can't seem to find what I'm looking for. I have a data set that has individual records of membership data over an 8 year period (2006 - 2013). I am trying to isolate those individuals who cancelled their membership in 2012 and compare them as a group to individuals who did NOT cancel in 2012. Each time I've tried to filter by these criteria, I end up unable to see data for the prior years for these records.

       

      For example, the table below is sample data for an individual record. I want to identify John Doe as someone who cancelled in 2012 but I also need to see his past years' data. I created a calculated field to capture both criteria....

       

      if[MbrStatus]='Cancelled' and [Year]=2012

      then [Master_Customer_id]

      else 'Not Canc in 2012'

      end


      ... but I can't his "score" for any years prior to 2012. Any suggestions on how to set this up??

       

       

      NameYearScoreMbrStatus
      John Doe20060New
      John Doe20071Renew
      John Doe20080Renew
      John Doe20093Renew
      John Doe20100Renew
      John Doe20110Renew
      John Doe20120Cancelled