1 Reply Latest reply on Jan 28, 2019 9:16 AM by Dan Cory

    Timeliness Formula to Exclude Custom Holidays and Weekends - Tableau 10.5

    edie.thornhill

      Hi all.  I'm trying to create a report to track timeliness goals.  I have searched the forums extensively for six months, but none of the solutions fit this issue well enough.... or I can't figure out how to apply them correctly.  If it's here and I've missed it somehow, please feel free to redirect me specifically.

       

      • I'm working with IBM DB2 tables and Tableau 10.5. (Anxiously waiting for Server 2018 and Data Prep!)
      • I have a [begin date] field and an [end date] field in the production table, as well as a table for Corporate holidays.

       

      I can get the simple number of days between beginning and end.  I can link to the holiday table to find out if the begin or end date is a holiday.

      I cannot figure out how to bounce the days in between the begin and end date against the holiday table.

       

      My holiday table looks like this - each day has a row:

       

      BBusiness Day11/29/2018
      BBusiness Day11/30/2018
      HHoliday11/22/2018
      HHoliday11/23/2018
      WWeekend11/24/2018
      WWeekend11/25/2018

       

      Our timeliness goal is to complete every work item within 2 days.

      Scenario:  An item comes in on the Wednesday before Thanksgiving.  We're off on Thursday and Friday for the holiday, as well as Saturday and Sunday for the weekend.  The work item is completed on Tuesday.  So 6 days have elapsed, but this item was completed within the 2 working days and qualifies for bonus pay.

       

      Yes, bonus pay.  If I get this number wrong, then I'm jacking with people's money, so this is a critical calculation.

       

      This is currently being accomplished in a Crystal report (that I inherited) with whilereadingrecords/beforereadingrecords functions that Tableau does not recognize. 

       

      I'm not as smart as most of you, so please be patient with me and dumb it down as much as possible so I can learn.  If you need any other information, aside from actual data, please let me know.

       

      Thanks very, very, very much.