1 Reply Latest reply on Sep 21, 2016 4:45 PM by diego.medrano

    Replace current months records with last month's records

    Sandeep Kotha

      Hi All,

       

      This is a challenging task for me.Please give me some inputs to resolve this.

       

      My report is refreshed on weekly basis.I have the below fields in my data.

       

      1.) Week- Week1,Week2 and so on Week 52.

      2.) LossclaimMonth; it consists of months.

      3.) Refresh Month: This will populate the current "month" name whenever data is refreshed

      4.) Sales

      5) other fields as well

       

      In the below snapshot, below are two examples for my requirement.

       

      Example 1:  If suppose I have refreshed the data on the first week of August(Suppose that week Number is Week 5), then

      current week=Starting week of "August" Month and the Week number would be "Week 5". So "Current Week"=Week 5. And the last week would be Week- 4 which is July's refresh month Last Week(last Week of Refresh month=July). then I should get July last Week Sales value should be equal to July Current Week Sales  value as shown below:

         

      Suppose Refresh week='Week 5'

      Lossclaim Monthlast Weekcurrent Week
      July$245

      $245

      For the other months ,values will vary.

       

      Example 2:  If suppose I have refreshed the data on the first week of September(Suppose that week Number is Week 9), then

      current week=Starting week of "September" Month and the Week number would be "Week 9". So "Current Week"=Week 9. And the last week would be Week- 8 which is August's refresh month Last Week(last Week of Refresh month=August). then I should get August last Week Sales value should be =July Current Week Sales value as shown below:   

       

      Suppose Refresh week='Week 9'

      Lossclaim Monthlast Weekcurrent Week
      July$245 $245
      August$347 $347

       

       

      and so on . This should repeat for every month.

       

      You can observe one thing in the above Week 9 table is that July values are same as in Week 5 July values. this ,means that from Week 5 onwards,

      the July $245 value should be constant for all the upcoming weeks.Means, for Week 5,Week 6,Week 7 ,Week 8 and so on will have lossclaimonth=july's value as $245.

       

      Similarly,

      From Week 9 onwards,the August $347 value should be constant for all the upcoming weeks.

      Means, for Week 9,Week 10,Week 11 ,Week 12 and so on will have lossclaimonth=August's value as $347.

       

      This happens only when current moth's records are replaced with previous months records. but i do not know how to do in tableau.

      This might be bit complicated doing in tableau.If there is answer in tableau, then i will be much much happy.

       

      please let me know if you need any information.

       

      Thanks in Advance.

       

      Best Wishes,

      Sandeep