4 Replies Latest reply on Nov 14, 2017 5:53 AM by David Switzer

    Showing an "aging" in Tableau - (cohort analysis)

    David Switzer

      Using Tab10.


      Trying to get a cumulative bad% of funded account vintage across time for comparison.

      I can do this.


      Calculate #months between origination and badMonth as M0 (bad in same month of origination), M1 (bad in first month after origination), etc.

      Step1: create table with origination month on one axis -- and Mxxx on other axis -- count the bads

      Step2: change calculation to running sum - so M1=M1+M0, M2=M2+M1+M0, M3=M3+M2+M1+M0, etc.

      Step3: Use analysis to get % row

      Output looks fine and accurate.


      However...there is a time component to an aging.

      If today is 12/1/16 - when you look at originations in May 2016 -- only M0-M8 are real

      in Jun 2016 only M0-M7 are real, etc


      So I need to either:

      1. no value in the M's that have yet to happen


      2. color out the M's that have yet to happen


      It is not as simple as -- is the cell incrementally higher than previous cell - because it coule legitimately be zero.

      It really has to be a function of dates. For example - see Sep '16 below. M0-M2 should be displayed because we are in December -- so Sep (M0), Oct(M1), and Nov (M2) are fully aged - and should show zero (which I can fix).


      Make sense?





      Message was edited by: David Switzer - uploaded packaged workbook