Cohort on Tableau - tableau-api

Is it possible to do cohort on tableau? how would I see cohort of first time purchase if I only have name of customer, date of sign up, date of first time purchase. I want to see the relation between sign up and purchase on cohort.
company_name signup_date approval_status approval_date first_paid_plan first_paid_plan_date

I think you'll like what you find here: https://www.tableau.com/about/blog/LOD-expressions

Related

(Google Sheets) How do you get cells to alter based on a certain date?

I'm looking to create a spreadsheet to get a grasp of what my personal finances are saying. Part of this obviously involves putting in income from my job. While I know my shifts in advance so I know how much I will be earning on any given day, I won't actually get the money until the end of the month.
I've created a cell called 'bank balance' based on my current savings, but obviously I don't want to have to physically update this every time I get paid so I'd like to just be able to give Sheets a date where it can update that cell itself based on my payday.
For example:
I start off with £100 in my bank account on January 15th. I know I'm going to get paid £400 on January 28th (last working day of the month). I don't want to input that on Jan 15th as that wouldn't be an accurate reflection of my finances. So I input something that tells sheets to add that £400 on to the bank balance cell on Jan 28th for me.
[The example sheet on January 15th]
[The example sheet on payday January 28th after automatically adding on the £400 to the bank balance]
I've currently got a separate cell for 'work income' that I want to apply this function to (I.E. so that I can tell the sheet to add the total 'work income' to 'bank balance' on payday) but I'm not sure where to go from here.
I've got similar issues with subscriptions leaving my account on various days of the month but the income is my higher priority.
Any help with this would be greatly appreciated

How to count just a first sale by a client in tableau

I have a spreadsheet with clients first purchase I want to see how many new clients a month we are getting. However some of the clients we sell too could have the same name in a different zip code for example miami clinic could be in both florida and ohio so I want them counted individually. I also want to see the total new clinics per month. but if a clinic purchases in january and again in march i only want that january purchase counted
Let us assume your sample data be like
Now create a calculated field first purchase date as
{Fixed [Clinic Name], [Zipcode]: min([Sale Date])}
This field will give each clinic its first purchase date only. Check it
Now to create a filter for first purchase date create a calculated field say first purchase filter as
[first purchase date] = [Sale Date]
Adding TRUE value filter (and don't forget to add the filter to context by right clicking it) will give sale amount in first purchases
OR use this filter for differentiation also
For any further query please share your actual data structure with a few rows and desired output in respect of those sample rows.

Reuters Eikon/Datastream - obtain issue date of structured products

I want to download the isse date (or the date were the first price was set up) of 1,000 bonus certificates of different issuers.
To do so, I converted Wertpapierkennummern (WKN, identifier at German exchanges) into RICs. With those RICs I could download different data (e.g. Strike, Last Trading Date, Underlying RIC, Prices...) without any issues.
However, I need the issue date (or date were the first price was set up). This is stated on the "Overview" page of the certificates as "Isse Date". But the Data Item Browser () doesn't hold such a field.
In Datastream the field "ID" (Issue Date) returns solely "NA" values for all products.
Can anyone help me with this issue?
The need for the issue date is the following: I want to have a timeseries of prices which covers the life time of the derivative, so I have to cut down my used sample and want to sort the products out by using Date of first price (issue date) and the last trading date.
If there is a better solution please let me know!
Many thanks!

Crystal Reports - create calendar

I need to create an attendence list showing days in rows and employee names in colums. The list will always cover one full month chosen in parameters.
How can I create a recordset of days of chosen month? I've done it in command section but, due to ERP system limitations, it must done otherways.
Thank you,
Przemek
A good approach is to create a Calendar table (aka Date Dimension in data warehousing lingo). It makes it easy to show days without any attendance. If you don't need that aspect, you can simply create a formula that returns the attendance date month's day, and Group on that formula. The Day() function gets you the day of month. For example,
Day ({Orders.Order Date})
If you search 'creating a data dimension or calendar table' you'll find many helpful sources such as this one: https://www.mssqltips.com/sqlservertip/4054/creating-a-date-dimension-or-calendar-table-in-sql-server/
For your case, I agree with the comments in that post about using date instead of integer as the primary key. Integer PK makes more sense for true data warehousing scenarios as opposed to legacy databases.

sqlite3: retrieving data based on month and year from local database in iphone

In my application I have to store data month wise and year wise. So for this, I have to store the data along with date into database.
My requirement is how to store in terms of date and how to retrieve data with group by month and year. In my app I am showing a table of years and months, based on selected month and year. I have to show the data in a dashboard.
My problem is in storing and retrieving date data types.
Use the following syntax
SELECT * FROM DATABASE WHERE REQUIREDDATEFIELD LIKE '%2011-01%';
2011 is supposed to be the year
01 is supposed to be the month
DATABASE is supposed to be your mysql database name
REQUIREDDATEFIELD is supposed to be the field you are hoping to sort from month and year.
like '%2011-01%' is supposed to be meaning, all the records containing 2011-01 in the given field. It could be in the beginning or the end or in the middle of a large text, so having % in both the beginning and end of the search criteria is a good habit.
You just select either for a specific month or year or month and year. Or if you want all, you use GROUP BY.
I know this answer is quite vague and generic, but that's because your question is vague. You probably need to be more specific. Explain not only what you want to do, but what you have tried, and in which way that didn't work.