5 Replies Latest reply on Sep 23, 2016 6:54 AM by swaroop.gantela

    Calculating First and Last Dates

    Alex Stanton

      Hi,

      I'm a bit of a newbie here so please excuse me if this question is obvious...

      I've got two CSVs, one containing enrollment data (one appointment per row) and the other a client database. I'm trying to calculate per staff member the number of first appointments, last appointments, total clients and failed conversion.

       

      I joined them in the data section and was able to make this chart:

      Screen Shot 2016-09-15 at 2.14.58 PM.png

      What I'm trying to figure out is how to use Tableau to create something that looks like this (which I entered manually into a spreadsheet as an example):

      Screen Shot 2016-09-15 at 2.21.10 PM.png

      So first appointments are when there is no enrollment from previous months, last appointments are when there is no enrollment in following months, and failed conversions are first and last in the same month.

       

      Please let me know if you can help with this, thanks!

      I attached the sample workbook.

      Alex