This is in Tableau Prep
I've taken project to date revenue and disaggregated it by adding month/yr such that now I have revenue by month/yr. In some cases however, based on the contract type, I need to make an adjustment to the monthly revenue figure to prevent it from duplicating the total contract value each month. Instead when Condition X exists the revenue should only appear in the earliest month/yr for the particular contract. For this example lets say if the prior month revenue value is >0 then the following month revenue should be zero
Currently data appears as (contract, month, monthly revenue)
Contract 1, Jan. $500,000
Contract 1, Feb, $500,000
Contract 1, Mar, $500,000
Desired state when condition X exists
Contract 1, Jan, $500,000
Contract 1, Feb, $0
Contract 1, Mar, $0
@Matt Gonzalez
a. First create a FIXED Calculation . (I am assuming your month is a date field)
[Min Date] = {FIXED [contract]:MIN(month)}b. Then replace [monthly revenue]
IF [Min Date]=[Date] THEN [monthly revenue] ELSE 0 END
and you will get it.
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Regards,
Diego
