tableau-apilevel-of-detail

Count at the end of a month in Tableau


I want to find the number of customers per subscription plan at the end of the acquisition month.

As you can see in the workbook, customers can change their subscription plan on any date, but I only want to find the subscription plan at the end of the acquisition month.

I created a field, called EOM Acquisition, but need to find the desired output below for any given month of acquisition. (in sample dataset only October).

How can I do that? Thanks in advance!

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Solution

  • Please proceed like this. Create a new calculated field say calculation1 as follows-

    IF [Date] = [EOM Acquisition] then [Subscription Plan] END
    

    drag this field instead of subs plan in view and filter out null values, you'll get what you want

    enter image description here

    Another way add a calc field as follows

    IF [Date] = [EOM Acquisition] then 1 ELSE 0 END
    

    And thereafter add sum on this field as measure alongwith EOM and subscription fields.

    enter image description here