I put both those sheets in one file and did a left join.
I did both your calcs in one formula. Red will identify a mandatory action that has either a null action date or ignore flag from your action sample.
Color 022916.twbx 87.6 KB
But my actual data is coming from sql database and I will not be able to do a join as the mandatory fields are defined outside the database on a spreadsheet. Not sure if we can define them in Tableau and then create a calculation.