Your data isn't quite set up perfectly for what you're trying to do. Essentially each line in your data explains a case, but what you are looking for is information about the status changes. With the data as you have it, you can do this but it will be on two separate sheets. You'll take the "date added" field and drag it over to Rows. Using the little plus sign you can divide the date as much as you want. Then in the measures section below, drag the "number of records" measure and drop it in the marks section where it says "text". Then you'll see how many cases were added for each date on your list. To have it display EVERY date, even if nothing was added on that date, you can right click on your date dimension and make sure to check "show missing values." With your data, you'll have to do a separate sheet to display the "date closed" information. Then in your dashboard you put the two sheets next to each other.
Another way to do this would be to reshape your data using the tableau excel reshape add-on. With this tool, you can essentially reshape your data so that you have these fields instead:
- change (it will simply say "date added" or "date closed")
- date (could be either date, signified by the column before it)
If you do this, then you can drag your date field to the rows, your change field to the columns and the number of records again onto the text tab.
Thanks for your response. I probably need to be more clear. I'm hoping to show each day the number of incidents that remain open and then the number of incidents that were resolved. This would let me know if the number of open incidents were growing or decreasing as well as how many incidents were closed each day. I need a way to have each calendar day represented. Extra bonus would be showing both of these on a single sheet as a line graph with 2 lines let to right.
I will attach a copy of the a sample file.
Thanks for your response, I can get my data to that format, would you be able to provide a workbook that will show me how you created the view in the sheet?
is there anyway you can provide me with good meta data?
Sure let me see if I can get the data in the format you recommended. I'll upload today or tomorrow as soon as I can get it done.
It will just be a sample of the data
Satish I just posted the sample data, please let me know if you have any questions.
Satish, I posted the data as requested, hope you will have a chance to share your workbook.
sorry, i was away for a day. I will check today and for sure post something that should help you out
I downloaded your workbook and linked to my data and it looks great!
The primary thing I was trying to create in the view was the running number of open Incidents/Requests per day.
Here is the scenario:
Monday I started the day with 200 open Incidents/Request records and that day 75 new were opened and the IT team were able to resolve 60 of the total Incident/Requests. So for Monday I had a net increase of open Incidents/Request of 15 or now 215 Open Incident/Requests.
On Tuesday they start the day with 215 and 50 new are opened and they resolve 100. Now they start the day on Wednesday with 165 Open Incidents/Request.
This view would help to understand if they are getting deeper into a hole or if they are catching up.
Thanks for you help, much appreciated.
I understand what you are trying to do. Easy way to do that is by snapshot data. I have solved such issues always with the help of taking database snapshot.
you have have stored proc running in your db that will load number of Open cases for that day in one table and you can refer that table directly to create char very easily.
But, you might be able to chive that by data blending. let me think about it.