1 Reply Latest reply on Mar 15, 2016 2:50 PM by diego.medrano

# Creating 3 calculations (Some affected by filters others not) to create a client status. Comparing / Calculating different averages by periods

Hi All!

Thanks in advance for your feedback! I'm hoping someone could help me on how to do this.

I need to create a client status, base on 3 different calculations and 2 filters one being a month and the other percentage of when the client gets flag.

If the client is positive on any of these 3 calculations then they are flag as Growing or Decreasing. (I've attatched a work book but non of my calculations are valid)

I'll make the equations I need in excel format so you can understand what I need:

1. Customer Status ( IF( OR(((( Formula 1 <= Parameter %), (Formula 2 <= Parameter %), (Formula3 <= Parameter %)), "Growthing", If (OR(((( Formula 1 => Parameter %), (Formula 2 => Parameter %), (Formula3 => Parameter %)), "Decreasing", "No change"))
1. % of Month Change (Current Month - Previous Month / Previous Month)
• I need to able to filter the month I want then they will calculate based on the that month minus 1 month. (If I'm looking at January 2014 then it would compare to December 2013.)
2. % Current Month Vs 2013 AVG (Current Month - 2013 AVG / 2013 AVG)
• Filter will only apply to current month. 2013 will always be the full year average.
3. % Current Month vs YTD  AVG 2014 (up to selected current month), (Current Month - YTD AVG 2014 / YTD AVG 2014)
• As stated in the title I need the calculation to filter up to the month selected. So if i'm looking at April it would by April actual / YTD AVG April.
• ###### 1. Re: Creating 3 calculations (Some affected by filters others not) to create a client status. Comparing / Calculating different averages by periods

Hey Athena,

Thank you for asking your question and for providing thorough details! Unfortunately even well asked questions can slip through the cracks. If you're still looking for a solution, I would contact support by submitting a case at http://customer.tableau.com.

Thank you!

-Diego