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1. Re: Trying to sum for each customer type across months
Benjamin Greene Sep 27, 2016 1:19 PM (in response to Tim Watson)2 of 2 people found this helpfulTry making a Requests by Customer calculated field that is {FIXED [client ID] : SUM(Requests)} and drag this to columns, then right-click the pill and select Dimension. Then drag client ID to rows, right-click the pill and select Measure>Count(Distinct). Finally (this is important), right-click your month filter and select Add to Context. This will force Tableau to apply the filter before performing the LOD calculation.
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2. Re: Trying to sum for each customer type across months
aditya.wresniyandaka Sep 27, 2016 1:42 PM (in response to Tim Watson)1 of 1 people found this helpfulAre you looking for charts like the following where you will show the number of records and requests (aggregated) per customer, with the ability to filter based on date range?
Filter for the entire year, each bar represents a customer:
Filter based on a date range, each bar represents a customer. Notice the numbers change:
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3. Re: Trying to sum for each customer type across months
Tim Watson Sep 27, 2016 1:55 PM (in response to aditya.wresniyandaka)I didn't need lines for each client, but how many clients had 14, 25, or 35. The full data set has thousands of clients, where listing each one isn't practical.