
1. Re: Get Previous Values WITHOUT Using a Table Calculation
Jamieson Christian Jan 17, 2017 11:49 AM (in response to Karen Labenski)1 of 1 people found this helpfulKaren,
Unfortunately, I don't believe this is possible without table calculations.
The good news is that you can create a Table Calc Filter, also sometimes called a "late filter". It filters without interfering with the data your table calculations need. (Think of it as hiding rather than filtering, effectively.)
If you create a table calc:
[Last Entry]
LAST()=0
Configure the "compute along" appropriately and set that up on your Filters shelf, you may find that your table calc works just fine, but only the very last entry is displayed.

2. Re: Get Previous Values WITHOUT Using a Table Calculation
David Li Jan 17, 2017 11:50 AM (in response to Karen Labenski)1 of 1 people found this helpfulHi Karen, I don't think there's a good way to do this without using a table calculation or some complicated workaround (e.g. in SQL), but one thing you can do is to hide all the columns except the final number. It's pretty simple. Just create a calculated field like this:
LAST() = 0
Put this into your filters, set this to compute along your date dimension, and keep only TRUE.

3. Re: Get Previous Values WITHOUT Using a Table Calculation
Joe Oppelt Jan 17, 2017 11:51 AM (in response to Karen Labenski)You can always anonymize your workbook if you need to share it.
Check out this video:
Anonymize your Tableau Package Data for Sharing
But you may not need to do that here.
You'll have to have the whole table to get your previous values, but if you use a table calc as a filter, it won't filter out the underlying rows. It will just filter what gets displayed, and your calcs will still have access to the full underlying table that way.
I do this all the time. LOOKUP() is a common way to get just the row(s) I need to see on the actual sheet. Also creative use of Index(). If you need me to show you how, then yes, upload something and we can work together. (Make sure to let me know your Tableau version so I know the right version to open it with.)
In the mean time, here's an old example of using LOOKUP to filter a sheet. (V 8.2, but it will upgrade to anything you are on.) It's only one of a million ways you can use table calcs to filter a viz without changing the other table calcs on the sheet.

LOOKUP question.twbx 369.0 KB


4. Re: Get Previous Values WITHOUT Using a Table Calculation
Stephen Rizzo Jan 17, 2017 11:53 AM (in response to Karen Labenski)1 of 1 people found this helpfulWhy couldn't you just use a table calculation filter to hide the values for previous months? The calculation for the compounded returns would be unchanged, since the filter would also be a table calculation. You could do this with a filter on the calculated field [Index] : INDEX() such that [Index] = 1 (with the proper sort and compute by settings).
If you really don't want to use table calculations, I would recommend doing your calculations as part of a preprocessing step prior to loading the data into Tableau.

5. Re: Get Previous Values WITHOUT Using a Table Calculation
Karen Labenski Jan 17, 2017 12:30 PM (in response to Karen Labenski)Hi all,
Thank you so much for your responses. I tried using a Table Calc LAST() = 0 and it gave me one row with the correct info. I'll have a lot to expand on to build it out but this is a great solution.
Thanks!
Karen

6. Re: Get Previous Values WITHOUT Using a Table Calculation
Zoe Russell Oct 24, 2017 6:53 AM (in response to Karen Labenski)Hi Karen,
I have a similar issue in so far as I am trying to compound returns within Tableau over filtered date ranges. I am struggling to get my calculation to match my Excel formula (((1 + [Monthly Return 1]) * (1 + [Monthly Return 2]) * ..... * (1 + [Monthly Return N]))  1) output. Would you be able to share your solution?
Thanks!
Zoe