4 Replies Latest reply on Jan 9, 2019 2:57 PM by James Lin

    If an account purchased a product, display that account

    James Lin

      I don't have a packaged workbook to share as the data isn't mine but I'm hoping the solution isn't too complicated.


      I have a year worth of data from last year and I want to find all accounts that ordered for the first time with me and then decided to buy more stuff to determine how much of an impact that one product made.


      I have a column called New/Up/Cross which has one of the 3 fields in the cell

      I tried writing some pseudocode below but i'm not sure how to convert it into Tableau terminology.


      IF [Account Name].[New/Up/Cross] Contains "New" THEN return [Account Name] and [New/Up/Cross] and [Product Name]