13 Replies Latest reply on Apr 10, 2018 12:02 PM by Emrick Altidor

# How to calculate new data entry based on giving date

Hello,

I am looking to create a calculate field where I will be able to count the number of new entries for a giving month. Column A has the data I need to count. XYZ first bill in 1/1/2018 and XCV in 2/1/2018. I need to find the 1st time they bill and the total amount MRC + OCC.

 A Date Bill Charge Type Amount XYZ 1/1/2018 MRC 300 XYZ 1/1/2018 OCC 500 XYZ 2/1/2018 MRC 300 XYZ 3/1/2018 MRC 300 XCV 2/1/2018 MRC 300 XCV 2/1/2018 OCC 500 XCV 3/1/2018 MRC 300 ZAQ 2/1/2018 MRC 300 ZAQ 2/1/2018 OCC 500 ZAQ 3/1/2018 MRC 300
• ###### 1. Re: How to calculate new data entry based on giving date

If you need this. Then Create a Filter Calc , Drag it to Filter Shelf and Set TRUE.

Thanks

Deepak

If it Helps, pl mark it Helpful and CORRECT to Close Thread.

• ###### 2. Re: How to calculate new data entry based on giving date

How do I have A count the number of item instead of showing it. For example. 2/1/2018 would be 2 and 1/1/2018 would be 1 under column A@

• ###### 3. Re: How to calculate new data entry based on giving date

Hi Emrick,

There seems to be a few different questions here, so I built a set of sample calcs to answer them separately.

First month of activity for a given "A"

From there, we can find the Amount in their first month of activity....

As well as the number of new "A"s that started in a given month

My workbook is attached so you can see each calculation and result.  Hope this helps!

- Jim

• ###### 4. Re: How to calculate new data entry based on giving date

There are few ways to do that. I have used 2. So you can select whatever you need. pl see attached

Thanks

Deepak

• ###### 5. Re: How to calculate new data entry based on giving date

Thanks

• ###### 6. Re: How to calculate new data entry based on giving date

Thanks

• ###### 8. Re: How to calculate new data entry based on giving date

You're welcome.  Good luck!

• ###### 9. Re: How to calculate new data entry based on giving date

Please re-attached. I can't seem to be able to open the file.

• ###### 10. Re: How to calculate new data entry based on giving date

Which version of Tableau desktop are you using?  It's built in 10.4, but I can save it back if need be.

• ###### 11. Re: How to calculate new data entry based on giving date

10.1

• ###### 12. Re: How to calculate new data entry based on giving date

Ok, see if this works.

I had to save it as a TWB to go back to 10.1, so I am also attaching the data spreadsheet I used.

• ###### 13. Re: How to calculate new data entry based on giving date

Thanks for all the help.