Hi Everyone,
i am trying to get net values for the current month in tableau desktop.
Example:
Date ID
3/14/2025 123
3/14/2025 234
3/14/2025 456
4/14/2025 678
4/14/2025 123
4/14/2025 229
output: with new net values this month
Date ID
4/14/2025 678
4/14/2025 229
Without knowing what the numbers represent, I would make the assumption that your numeric values are Dimensions (because checking whether the SUM of some values existed in a previous month makes no sense), so I'd truncate dates to the month, and then filter with calculations something like:
// Get the most recent month
{ FIXED: MAX([Month])}
then count the occurrences of the numeric field where it occurs only in the most recent month.
{ FIXED [Number Value]: COUNTD(IF [Month] = [Max Month] THEN [Month] END) = 1}
AND
{ FIXED [Number Value]: COUNTD([Month]) = 1}
I haven't tested it.
