Use parameters to select your X and Y issues.
I made some calcs to tally up who-did-what, and then I made a calc that gives you people who ran in X but did not run in Y. However, you'll notice that this is only showing the [Desc] that has value X on Sheet 9.
So go to Sheet 10. Edit the [Customer] filter I have on that sheet, and select the "Condition" tab. I am not telling Tableau to get any customer -- all rows for that customer -- if he meets the condition. And now you see what we get there.
The key here is not to filter [Desc]. If you do, it tosses out rows that don't fit. You don't want that.
I loaded the two parameters from [Desc]. This has limitations, since it won't automatically update as new dates get added to your data source. You could therefore make the parameter a free-form user-entered value, but then you have to count on users not making typos.
Hi Joe -
Thank you so much! Really appreciate your help. I only have one comment/question.
I do actually want the view you have on Sheet 9 - I only want to see customers that have advertiser in Issue X, not Y. So I am only really looking at two issues at a time.
It looks like sheet 9, though, is pulling in all customers - not just the customers that ran in August (issue X), but not Issue Y. So, sheet 9 would only show the customers highlighted below. Is this possible to do?? I have attached a workbook with a "Check" tab. Thanks, Joe!!
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I made a bad assumption on Sheet 9. What I really needed to do was elevate the calc to be performed at the [Customer] level, not the row level. So I did that with an LOD calc. I changed [Ran in X] and [Ran in Y] to be LODs.. Now if you take the two filters of Sheet 9 you can see what the calcs are doing.
Because the calcs are performing at the customer level, the values get set on all rows within that customer (for [Ran in X/Y].) So I needed another calc to display only the two rows in question if that's all you want to see.
That's it!! Thank you so much, Joe!! I really appreciate you walking through the logic. Thank you!