Count at the end of a month in Tableau

Question

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!

Answer 1

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

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.