5 Replies Latest reply on Jan 23, 2019 6:26 AM by Beth Crandy

# Calculation question

I am trying to  create a calculation in Tableau  and  I am not sure if I can or how to complete it.   I have set Parameters to filter months/dates.

Currently  my report is in Excel and I am trying to  put it in Tableau.   I am trying to calculate   Month over  Previous Month. this is what I need to put into tableau. Sum of (Current mnth) Plan Paid / (Current month) Claim Count, / SUM of (Prior month) Plan pay/ (prior mnth) claim count + the SUM of (Current mnth) Claim count/ (Current mnth) member count,  / SUM of (prior mnth) claim count/(prior mnth) Member count.  Don't know  how to build  a calculation to show prior  or current month for each of these.       ( I don't have a workbook to attach).  Thank you.

• ###### 1. Re: Calculation question

People usually have Confidential data, but here is  a choice, You can create a sample workbook with Superstore or fake data to get help running to you.

• ###### 2. Re: Calculation question

Hi, Beth

Can you explain more details about what do you mean by " set Parameters to filter months/dates"? and how did you determine which month is current month, based on the parameter or just today() as current month?

ZZ

• ###### 3. Re: Calculation question

Hello ZZ,

Thank you for responding. I am trying to put this Excel formula
into Tableau  and didn’t know if anyone could help on how to do it, or if
it is possible to put this into Tableau.    I don’t know
if I have to create Parameters for the months??  I haven’t done too much
on this, I keep trying different ways to create what I need, but I am not
getting what I need. I am stuck..     I am looking to
have  filter on the dashboard that if someone clicks on a month they can
see the month over previous month’s data. The calculation I have posted is how
it is calculated currently  in Excel.  I hope this
helps.    Thank you.

• ###### 4. Re: Calculation question

Hi, Beth

is it something like this?

A sample workbook attached for your reference. I didn't apply any formula, but just show you the capbility of how to get the prevous month's value.

ZZ

• ###### 5. Re: Calculation question

Hi ZZ,

Thank you. Yes, this is what I have, but I just need to some how get my formula into Tableau so when someone clicks on the  "Filtered Month"   Tableau will show the a  month over previous month  calculation.  The calculation  is  a trend for  claims cost over previous month. Hope this makes sense.  Thank  you again.