This content has been marked as final.
Show 1 reply
-
1. Re: Calculating New And Lapsed Accounts
Patrick A Van Der HydeJul 6, 2017 1:32 PM (in response to Ethan Mowery)
Hello Ethan,
I assume you found it pretty easy to get new and retained accts but the hard one here is lapsed. Lapsed do not have data in the current month so they are null data points instead of providing a zero value. How are you handling that in the Excel example?
Another thought is to handle this in a manner similar to this - Periodic Snapshots with Tableau Incremental Refresh – VizPainter - and create snapshots of your data each month to better account for the change over time.
Patrick