Fixed Calculation Tableau !free! Review

You are experiencing the tension between and Aggregate Level calculations.

This is wrong. You need a calculation that ignores the date filter. The FIXED calculation tells Tableau: "Compute this value using these specific dimensions, and ignore all other filters (except context filters and data source filters)." The Syntax FIXED [Customer Name] : MIN([Order Date]) Translation: "Lock onto each unique Customer. Look at all the Order Dates available for that customer (ignoring my current date filters). Give me the very first one." Real-World Example: Customer Retention Imagine you want to know how many new customers you acquired each month. fixed calculation tableau

Create the FIXED calculation.

But what if you want the FIXED calculation to respect the year? You are experiencing the tension between and Aggregate

If you just count Customer Name by Month of Order Date , you are counting transactions , not unique customers. Worse, if someone bought in Jan and Feb, they appear in both months. The FIXED calculation tells Tableau: "Compute this value