Good morning

see the attached

first create this lookup filter and place it on the filter shelf - it forces the table calc to be determined out of the order of operation

then this filter pon teh filter shelf and set to True

it will return this

Jim

If this posts assists in resolving the question, please mark it helpful or as the 'correct answer' if it resolves the question. This will help other users find the same answer/resolution.  Thank you.

Hi Paul,

You're correct.  A LOD calculation is the key to getting started here.

I used this to find the last posted date for each Site in the data.

{fixed [Site]: max([Date])}

With that information, we can find the status of each site at the most current date.

MIN(IF [Date]=[LastDatebySite]

then [Status]

ELSE 'ZZZZ'

END)

And also, the status the month before.

MIN(IF

DATEDIFF('month',[Date],[LastDatebySite])=1

THEN [Status]

ELSE 'ZZZZ'

END)

By comparing those statuses, we can detect which sites have changed.

I'm attaching my workbook so you can see all of the calculations.  Hope this helps!

- Jim

Hi, Paul

Please find my solution attached as well as below screenshot

Hope this helps

ZZ

sure - there is usually more than one way to do things in Tableau

Jim

Paul,

Can you provide a mockup/picture of the viz you want to create, or what the question you want to answer is?

My solution will tell you if a site's most current status is different from where it was a month ago, which is how I understood the question.  If you are trying to show each month in the viz, you're right the formulas I've built will break down.

You could try making those Current/Previous formulas LODs as well (set them to Fixed by Site).

{FIXED Site: MIN(IF [Date]=[LastDatebySite]

then [Status]

ELSE 'ZZZZ'

END)}

By doing that, I was able to create this view:

- Jim