Hello! I need to compare last month's and this month's data. Specifically, i just want to get a count of all records whose stage changed. I am blending two data sources: This Month's Opportunities and Last Month's Opportunities. I've created the following two formula's in "This Month's Opportunities" data source:
If Percent Complete is NULL in Last Month's Opportunities, return .1
else return Percent Complete (this month) - Percent Complete (last month)
Stage Changed Indicator
If Stage Changed = .1, return 'New'
Else if Stage Changed = 0, return 'No'
Else return 'Yes"
I would like to summarize this finding by creating a bar chart similar to:
(picture was rendered using Excel)
However, I can't get Tableau to give me a summary by the Stage Change Indicator field without providing additional information such as the old and new stage. Anyone have any idea what I can do to get the chart above instead?