2 Replies Latest reply on Jul 17, 2018 2:59 PM by Deepak Rai

# Staging Table?

Hi,

I'm fairly new to Tableau but I'm trying to track the status of customers over a given time period.  Please see below for an example.  Daily the table appends the status of all customers.   Each day the customer status would be appended to the table. So if there were 4 customers across 30 days, I would have a total of 120 entries within the table.  For simplicity's sake, I created the table below.  There would be many more status of the same customer across multiple days:

Customer NameDateStatus
Customer A5/1/2018Active
Customer B5/1/2018Active
Customer C5/1/2018Active
Customer D5/10/2018Active
Customer A5/31/2018Active
Customer B5/31/2018Lost
Customer C5/31/2018Active
Customer D5/31/2018Active

In the example above, I want to track the status on 5/31 of Customers that were active on 5/1.  The population I care about would be Customers A, B, and C.  I wouldn't care about the Customer D as they were added to the table on 5/10.  On 5/31 the status would be 2 out of the initial 3 customers would be active because Customer B was lost.  I'm having trouble figuring out how to do this in tableau.  My work around solution was creating a list of active customers on 5/1, exporting it as an excel file and using this as a new data source for the list of active customers on 5/1.  I was wondering if there is a more efficient way to isolate all the active customers as of 5/1 so I can compare the status on 5/31.

I really appreciate the help!

Paul

• ###### 1. Re: Staging Table?

Here it Is:

and Here are the calculations:

You have to find Status for MIN and Max Dates and Compare to get What you Need

Comparison to get Final thing:

Pl see attached and if it Helps, Pl mark it Helpful and CORRECT to Close Thread

Thanks

Deepak

1 of 1 people found this helpful
• ###### 2. Re: Staging Table?

Hi,

If it was Helpful, Can you pl take  asec to Close this old Thread for Benefit of Others by marking my Reply as CORRECT. The CORRECT button is under my Reply in main Thread, Not in email.

Thanks

Deepak