Hi there Matt,
Can you mock up a visual representation of what you're after in Tableau? I haven't taken a look at the workbook yet, but it may make help a bit easier to come by. Happy analyzing with Tableau!
For some reason, when I try to open the workbook, several dimensions and measures are invalid/have an error (all calculations it looks like). You may need to extract your data before posting it here on the forums. Try extracting the data, and saving again as TWBX, and re-posting.
Also, if you can describe your data a bit and which fields we should look at when putting this together, that may be helpful. I would want to know what has been calculated, and why, etc. Any details you can provide will make helping you much easier!