
1. Re: Conditional Formula Help
Walt Reed Dec 5, 2016 7:23 AM (in response to Daniel Martins)Hey Daniel,
Based on my understanding of what you want, I think you could create a formula like:
IF ISNULL([Cancellations Date]) THEN [Order Date] ELSE [Cancellations Date] END
Try this out and let us know if it works.
Best,
Walt

2. Re: Conditional Formula Help
Daniel Martins Dec 5, 2016 8:01 AM (in response to Walt Reed)Hey Walt,
First of all thanks for your quick reply!
I should mention that i am using the formula in Tableau for the very first time before stating my problem
I tried to type in the formula in my column  dimension "order" , as condition  by formula.
However, i receive the error message "the formula must be an aggregated calculation or refer only to this field"
Now i have no idea how to make the formula work.
MY Workbook looks like this:
Columns : Order (it is broken down to months)
Rows : Sum (number of records)
Filters : Cancellation
Hope you have suggestion how to make the formula work.
Thanks a lot!

3. Re: Conditional Formula Help
Walt Reed Dec 5, 2016 8:17 AM (in response to Daniel Martins)Hey Daniel,
See my attached workbook. Instead of using any filters, the new field will create the new date to be displayed.
Is this what you wanted?
If so, New Field is defined as:
Then, when you're making your table, take off Order Date and Cancellations Date, so that only New Field is showing.
Walt

4. Re: Conditional Formula Help
Daniel Martins Dec 6, 2016 2:35 AM (in response to Walt Reed)Sorry i do still have anther issue related to this.
I have "Stages" in my Data. with "ordered" and "cancellation"
Now, your previous solution worked perfectly to account the cancellations to the correct month.
But i would like to have "=orders  Cancellations" in the month in order to see the NET orders
Is it possible to include this in the calculated field?
I tried to create a new calculated field for the number of records but i am not able to select the diffrent types of stages.
Do you have know how to fix this as well?
Thanks a lot Walt!!

5. Re: Conditional Formula Help
Walt Reed Dec 6, 2016 7:14 AM (in response to Daniel Martins)Hey Daniel,
I'd be glad to help with this. Is there a packaged workbook or Excel file you could attach so that I can play with the data?
Walt

6. Re: Conditional Formula Help
Daniel Martins Dec 7, 2016 1:14 AM (in response to Walt Reed)Hey Walt,
As your first solution work like a charm i just marked this as the correct answer for my initial question.
thanks a lot!!
i created a new thread for the calculation issue.
Many thanks for your efforts!!
Daniel