If you already have the data in Tableau workbook, you can achieve what you are looking for and only showing the data that you are looking for;
- bring your client to rows
- bring your activity date to row shelf. Make it discrete and select Max operation
- now put your type on the filter shelf and select 999.
Check attached workbook 'Show Some' sheet with superstore data as the sample.
If this is not what you are looking for, please send a sample workbook with some data.
Book2.twbx 1.5 MB
You can do this even before you bring the data to Tableau:
Drag your specific table in the 'connect to data' window. Click on extract and then click edit extract, add filters and specify relative dates or whatever dimension you need to filter out. This way Tableau is not loaded with unnecessary data to begin with.
With the data extract you are only getting what you need and in this situation Tom can get all 999 type records. But, the challenge is to bring the latest record by the activity date by customer.
To your point, if you want to filter the data before bringing into T, you can use custom SQL and get what you want.
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