3 Replies Latest reply on Feb 11, 2013 6:20 PM by dalia cohen

How do I use a "quick table calculation" in a calculated field?

dalia cohen Feb 4, 2013 2:17 PM

I am comparing this month's (February 2013) daily sales to last year's (February 2012) daily sales. I currently have the February 2012 and 2013 sales by day as well as a % of total column (using "quick table calculations"), showing what percent of each month's total sales came in each day (both incrementally and cumulatively).

I want to do a sort of forecast to see how our current run rate is compared to last year's, and where we can expect to end the month based on that current run rate. Is there a way to take the number in the "% of total" as calculated in the "quick table calculation" and apply it in my own calculation? Or somehow calculate "% of total" in a calculated field?

I'm attaching an Excel sheet that approximately does what I'm trying to do - it can be a bit confusing to explain in writing.

Feb 2013 run rate - Tableau.xlsx 52.6 KB

1. Re: How do I use a "quick table calculation" in a calculated field?

Joshua Milligan Feb 4, 2013 6:18 PM (in response to dalia cohen)

Dalia,

You can always write your own table calculations and then use them in other calculated fields. One of the easiest ways to get a quick table calculation as a calculated field you can work with is to right click the field, select "Edit Table Calculation" and then click the "Customize". That will create a calculated field (probably with a default name like "Calculation1") that you can rename, edit, and use in other calculations.

If you haven't yet, you may want to search the knowledge base and read up on table calcs.

Joshua
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2. Re: How do I use a "quick table calculation" in a calculated field?

Gjalt Jellesma Feb 5, 2013 3:42 AM (in response to dalia cohen)
To help you on your way, here's an example attached mimicking your excel sheet. Joshua's information should help you make sense of it. You could actually get all the values you want from Daily Sales and Daily Sales1 if need be.

Feb 2013 Run Rate.twbx.zip 40.7 KB

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3. Re: How do I use a "quick table calculation" in a calculated field?

dalia cohen Feb 11, 2013 6:20 PM (in response to Gjalt Jellesma)

Thanks Gjalt and Joshua!! These are extremely helpful and bring me much much closer to where I'm trying to get.

Just one more question, though - I'm actually grabbing sales data from our database and not an Excel sheet. Is there a way to specify in the "Table calc. Month End Forecast" calculation (cumulative sales divided by run-rate) that I want to divide by the previous year's run-rate instead of the current year's run-rate?

Thanks!
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