1 Reply Latest reply on Mar 6, 2016 2:54 PM by Yuriy Fal

Chart for Monthly closure rate

Deborah Auer Mar 3, 2016 12:13 PM

V 9.2

I have data for work tickets open and closed.

I need a line chart to show the Monthly Closure Rate. Sounds easy...

However some of the calculation are based on open data and some on closed date and I don't know how to combine the two.

I sadly inherited this excel spreadsheet from the person that wants the chart. I know there must be an easier way than what is in excel, but I cannot translate it to Tableau.

I have attached the excel sheet and the tableau data.

any help is appreciated and needed!!

Book1.twbx 219.7 KB
TableauTest.xlsx 1.1 MB

1. Re: Chart for Monthly closure rate

Yuriy Fal Mar 6, 2016 2:54 PM (in response to Deborah Auer)
Hi Deborah,

Your datasource is of a kind called
Accumulating Snapshot, or Lookup.

A great intro into a Lookup vs Transactional data type is here:
http://redheadedstepdata.io/lookup-vs-transactional/

To come to the results you want,
one would need to transform data
into another common type called
Periodic Snapshot.

This could be done in Tableau one way or another.
My favorite one is using data blending into a Scaffold datasource.

Please find the attached workbook & Scaffold DS.
Hope it could help.

Yours,
Yuri

Scaffold.csv.zip 146 bytes

Book1_YF.twbx 475.4 KB
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Chart for Monthly closure rate

1. Re: Chart for Monthly closure rate

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