Which version of Tableau are you using?
Hi Pooja. I'm using v 9.2.4.
Great, see attached. I created 3 calculations. You can use LOOKUP() to achieve this, although I don't understand this part of your question:
"Please note, "Pause" and "Resume" are complementary actions, and a "Close" or "Open" event can only be reclassified if a reciprocal event occurs with a DATEDIFF of 6 months or less. Therefore, if for example an account is "closed" today, and is destined to be reopened next month, it must be considered "Closed" (not "Paused") unless and until that future event takes place"
If the account is closed today and reopened next month, wouldn't it suffice the condition of being resumed because it opened in less than 6 months from today?
Hopefully, you can alter my calculations based on your need and let me know if you do not understand parts of this solution.
In the LOOKUP() function an offset of 1 means next row and an offset of -1 means previous row.
Datediff ML.twbx 45.0 KB
Hello Pooja, and thank you.
This seems to work as long as the view is set up the way you have it in the example. However, I should have mentioned in my original post that I actually have a different view of the data in mind as my final project. I created a 2nd version of your workbook (attached) with "Sheet 2" showing my intended visualization for these data. In order to create this example, I added another data source which includes a static column of data called "Reclassified Action". I cannot figure out how to translate the table calculations in your original example so that they can be used to show the data the way I have it in the second worksheet.
Perhaps this is because I'm not clear on how to set up table calculations in bar charts or other chart types where it's less intuitive to "see" what they're doing.
Thank you again for your help,
Datediff ML 2.twbx 40.2 KB