Greetings all. I am literally just getting started with Tableau and have already hit a problem which I haven't been able to figure out by searching online alone - so I'm here hoping that someone can offer some advice/suggestions.
What I am doing is working on a dumbbell chart to show the month/month change in customer communications. The data I am using is called "Date Received" and "Reason"
I currently have the dumbbell chart set up to work correctly - I am using a filter that says:
(DATEPART('month',[Date Received])) = (MONTH(TODAY())-2)
(DATEPART('month',[Date Received])) = (MONTH(TODAY())-1)
Right now it is July - so the only two months looked at are May/June - which is what I want and next month it will look at June/July.
The dumbbells then show how many instances of a particular reason there were for May and for June -> with a line showing the difference between the two (Did that reason increase or decrease).
The only caveat is I have a "Reason" filter where when the month changes I would have to go out and deselect any of the reasons I don't want to see - for instance if May had a particular Reason but June had no activity for that reason - I don't want to report that.
Not wanting to have to go out and manually adjust this, I know there has to be a way to update the filter to look at both criteria:
Is Date Received May and is the reason <> Null
Is Date Received June and is the reason <> Null
Bring back results
However - I am not having any luck with doing this. I've tried some Case and If statements but they always have an error that I can quite figure out.
Thanks for any assistance with this - and I hope I've explained this adequately.
I can't upload a workbook, but I can give an example of what the data is like:
With the below set of data I would expect to see
May: Broken Link
June: Broken Link