1 Reply Latest reply on Mar 8, 2016 12:39 PM by Patrick A Van Der Hyde

    Open as of lastday of month and Closed Program to Date

    AS K

      Hi ,

       

      I have 4 years data like 2013,2014,2015,2016.I want to show the cumulative view form 2013 to 2016.the default view is past 12 months.

       

      1)Columns are dynamic based on date filter

      2)Default view is past 12 months,if start date and end dates are selected then limit columns to between start date and end date

       

      By Status

      Jan-2015

      Feb-2015

      Mar-2015

      Apr-2015

      May-2015

      June-2015

      July-2015

      Aug-2015

      Sep-2015

      Oct-2015

      Nov-2015

      Dec-2015

      Open as of lastday of monthX1
      Closed program to dateX2
      TotalX3

       

      Open/Close Metrics are dynamic based on 'dynamic'columns.

       

      Metrics definition:

       

      X1:Total # Order Id's with  Open Date<=2015.01.31 and Close Date>2015.01.31

      X2:Total #Orders with Close date<=2015.01.31

      X3:Total # orders with Open Date<=2015.01.31

       

      Ex:Status 'Open' for Report Column Jan-2015 means orders w/Open date<=2015.01.31 and Close Date>2015.01.31

           Status 'Close for Report Column Jan-2015 meansOrders w./Close Date<=2015.01.31

       

      Could you please help me on the above mentioned req.I want to show the Cumulative View and Please consider the metrics the above mentioned.

       

       

      I have attached tableau 8.2 version workbook.Please help me on this.

       

       

      Thanks&Regards,

      AS K

        • 1. Re: Open as of lastday of month and Closed Program to Date
          Patrick A Van Der Hyde

          Hello,

           

          You could use a dashboard to show each of the three metrics aligned over the same month/year combination.  It isn't clear if the date ranges are supposed to be inclusive of the closed/opened events outside of the last 12 months.

           

          I made a sample workbook with a dashboard to show one method of doing this.  Note that I did this quickly and did not add in headers for each metric but instead just wanted to highlight a method of building a dashboard when trying to compile a view with different measures and conditions for each measure in the view.

           

          Patrick