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The way to do this would probably be to use table calculations. For example:
Then, when this is placed on the view, right click on the calculation and edit how the calculation is computed (i.e. by Month). Hopefully this helps a bit!
Tracy, thanks for the reply but it didn't quite give me the answer that I'm looking for. I need to see the inventory level vs. forecast for each Project Manager by month. My data contains records for the past 3 years; I'm trying to see a trend by Project Manager.
You might need to change it into an attribute or something. I was doing something similar where I needed to show current production vs scheduled production and the difference between the two. You would assume that it would be [Forecast] - [produced] would work as a calculation...
Instead i had to use the following:
ATTR([Goals]) - [RUNNING_SUM(SUM([Passing]))
haha. im terrible at tableau. i get lucky sometimes though and people respond to my questions. If anything hopefully this bumps you up. Or you should post a mock up of your viz so some of the pros can take a quick look at it.