1 Reply Latest reply on Jan 12, 2019 6:38 PM by Paul Wachtler

    Transaction history by household key

    David Ghan

      Hi gang! I have some transaction data on the customer and household level by date. I'm hoping to get a view of a customer's household spend (minus their own spend).

       

      Each customer has a household ID like so:

      CUSTOMER_IDHOUSEHOLD_IDDATESPEND
      89422018-1-430
      47422018-1-425
      28422018-1-475

       

      Results would look something like this, but like i said, this is primarily for filtering purpose

      customer_idhousehold_iddatespendother_household_spend
      89422018-1-430100
      47422018-1-42595
      28422018-1-47555

       

      I'm hoping there's a way in Tableau (trying to avoid doing this in SQL as I want to apply some filters down the road) to produce the spend of each customer's other family members by date .

      I want to be able to apply a filter that says if other_household_spend = 0 then "household_lapsed", I'm hoping to keep this as transaction data by date to that I can filter out lapsed customers with specific time windows.

       

      Any help is appreciated!

       

      Thanks!

      David