4 Replies Latest reply on Jun 23, 2016 6:37 AM by brett devine

# Calculating Employees Grade prior to Change

Apologies in advance if this has already been addressed already, but I haven't come across a way to solve for this yet (I'm new to Tableau).

I have the following table of history within a system that tracks changes to a given employee's HR record..

Name      Eff Date     Action     Action Date     Grade

John D     1/1/2016     DTA     1/1/2016                9

John D     2/1/2016     PRO     2/1/2016              10

John D     2/15/2016     DTA    2/15/2016            10

Steve A     1/1/2016     DTA     1/1/2016               7

Steve A     2/5/2016     PRO     2/5/2016               9

I'm looking to identify the grade PRIOR to the employee receiving a promotion (where 'Action' = "PRO").

For example, I'm looking to return grade 9 for John D, as that was the grade he was prior to his promotion row. Steve's row would return grade 7, and so on.

Hopefully this makes sense,

I appreciate the help!

• ###### 1. Re: Calculating Employees Grade prior to Change

Brett,

If you are presenting the data in table format,

maybe you can try this calculation:

IF ATTR([Action])="PRO"

END

It will lookup the Grade in the Row before the PRO.

• ###### 2. Re: Calculating Employees Grade prior to Change

Swaroop,

I appreciate your follow-up. I should've done a better job clarifying my problem.

The underlying raw data is structured in the following way:

I created a table in Tableau that looks like this:

John D          8                    ?

Steve A         10                  ?

Peter T          7                    ?

The "Old Grade" would have to be determined logically. I don't believe the Table Calculation is the solution I'm seeking.  I'm needing help or needing to know if its even possible to basically read the raw underlying data and logically return the grade prior to the promotion row within the raw data set.

I'd prefer to NOT calculate this in excel and I'm wondering if there's a way for Tableau to do this? Would this require the use of RAW SQL?

I hope this makes sense,

Thanks,

• ###### 3. Re: Calculating Employees Grade prior to Change

Brett,

My apologies, I didn't quite catch.

It is possible that table calculations won't work for your setup.

Just wanted to clarify the results you are seeking.

Using the table calc method, I got the below results (sheet2 of the attached)

but they do not match your results table above:

John D NewGrade of 8 vs. 10

Steve A NewGrade of 10 vs 9.

Please clarify how those New Grades are derived from the raw data.

Sorry for another round.

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• ###### 4. Re: Calculating Employees Grade prior to Change

Swaroop,

This clarifies perfectly. This really helped me bridge a knowledge gap as well. I really appreciate your willingness to assist with this.

Thanks~