(Note to self: Version 9.1 workbook)
Ford -- I'm trying to wrap my head around this. I'm struggling to match up your description with what I'm seeing in the workbook.
Are you working with the HAI SIRs by Infection sheet? If so, describe what you need to see differently from what's on there now.
As with Joe I'm having a little difficulty wrapping my head around exactly what you trying to accomplish.
You can easily offset records with a HAI type = 'SSI' by one month. Something like the formula below will work. Let me know if it helps.
Offset Summary YM: if [HAI Type] = "ssi" then DATEADD('month',-1,[Summary YM] ) ELSE [Summary YM] END
Thank you Joe and Ivan!
Ivan, your offset calculated field worked like a charm! Thanks so much!
I will be sure to provide additional clarification and transparency for future topics of discussion and the actual sheets I'm referencing. The goal was as Ivan stated, to offset HAI Types = "SSI" by 1 month. This is due to our internal reporting where this particular group is one month behind the rest of the HAI Groups for each Rolling 12 Month Period. While the other HAI Types will always be through the current month, the SSI group and it's Sub-category Procedure Types will be delayed by 1 month for each Rolling 12 month period.
Thank you both for your help! I will incorporate the DATEADD function into Tableau knowledge tank!
Thanks again and take care!
I marked Ivan's post as "Correct Answer".