Hi. I was asked to see if any of our Reviewers are doing the Schedulers' job. Reviewers can schedule appointments, but Schedulers cannot Review and sign off on the appointment.
So, I would like to generate a Flag where if anyone who is a Reviewer by their role identified under "Reviewer ID" is also showing up under the "Scheduler ID." I can do a simple TRUE/FALSE flag in Tableau, but I realized that often a Reviewer will schedule the appointment, but not necessarily close their own appointment. So I need to just have a way to always identify the Reviewers (without manually entering IDs whenever we have a change) as one group and see if they show up as a Scheduler not matter who actually Reviews the appointment. I am attaching a mock up of fake names, and User IDs.
The results I would like to get is:
Num Den
30 50
Of the 50 appointments, 30 of them were generated/scheduled by someone who is actually a Reviewer by evidence of them being at least showing once in the Reviewer ID and Name column. Again, Schedulers will never show under the Reviewer ID and Name column. I highlighted the Reviewers green under the Scheduler column to make it easy to see them
