So I have some data that has a user, a purchase, and a date. I am hoping to accomplish a couple of things with the data. First, I want to show a line graph plotting the purchase amounts over time, per month and week, by each customer. But I don't care when during the month they occur, as long as they appear in August, I just want to have purchase 1 in August, purchase 2 in August, etc. I want the same thing on a weekly basis. In Excel, I can set up a couple of Countifs formulas and have them give me the counts/indexes. I'd prefer to have the data come in and not have to add anything to it outside of Tableau. So what sort of calculated field would I need to create for that?
My second hope is to be able to look at an expected next purchase. ie, if someone spent $20 previously, they've then spent $30 next twice and $10 once. For the data points of $20, I'd like to include the value of the next purchase. Again, I am able to do this in Excel but would prefer not to have to add anything before looking at it in Tableau.
I've attached a CSV file with all of the fields I use and create. The first three (Date, Customer, Amount) are data I am given, I create Month, Week, Month Purchase, Week Purchase, Lookup, and Next Amount.
Any and all help is greatly appreciated.
What have you tried and where are you stuck? In general, sharing where you are stuck will provide the community a better idea of what is being attempted and what you have done with Tableau.