I am having trouble figuring out how to report out data given the current data structure.
I am summarizing 2 different kinds of ‘spend’ [direct spend & total spend) across 4 different periods of time (Current Fiscal Year to Date, Prior Fiscal Year to Date, Last 12 Months & Prior 12 Months)
I have also parameterized the periods so that I can select to ‘look back’ for a number of months- which will shift everything back in time as needed.
I have a solution that partly works, but it requires me to create a calculated field for each spend type across each of the 4 periods- resulting in 8 calculated fields.
Where I am seeing issues is when I attempt to calculate the % DirectSpend against TotalSpend. It seems like the simple table calcs will not work because I have multiple calculated fields representing essentially the same thing but have different slices of time. This seems like it will require another set of calculated fields for the %’s- which seems to further complicate matters.
Another issue that is getting in the way is that even though I am attempting to represent 4 different periods of time, some of them overlap. For example, the Current Fiscal Year to Date period will partially overlap with the Last 12 Months period- which means that I cannot simply create a calculated field to determine which time period the amount should appear in- since some values will be summarized in multiple time periods.
The excel file attached shows what the data currently looks like and what I would like it to look like in Tableau.
I have read some suggestions that revolve around un-pivoting my data but I’m not sure that will help me.
I have the ability to write whatever sql is needed to re-format the rows/columns but I’m just not sure what direction to go.
Thanks for any assistance.
TableauHelpExample.xlsx 13.3 KB