
1. Re: Calculated field & Table calculation problem
Shawn Wallwork May 25, 2013 1:39 PM (in response to Siddharth Surana)I'm bumping this one just on general principle. I haven't opened your workbooks, but it looks like you've provided the necessary materials to solve this problem. Hope you get someone to help.
Shawn

2. Re: Calculated field & Table calculation problem
Jonathan Drummey May 26, 2013 3:26 PM (in response to Shawn Wallwork)Maybe I'm not understanding this, why can't you use a (RUNNING_SUM(Orders)RUNNING_SUM(Delivered))/(days remaining)? It looks like your data is missing dates within the given App/Order, so you'd need to turn on Show Missing Values for your dates to pad them out, but that seems like that calc would get you there.
I also don't understand what the order date is and how it's determined.
And you noted, "(Also, if you notice the roll ups are not happening the right way. It will be great if anyone can help in this regards too)." This is a case where providing the right answers for the sample data would be helpful to match them up.
Jonathan

3. Re: Calculated field & Table calculation problem
Siddharth Surana May 28, 2013 8:38 AM (in response to Jonathan Drummey)Hi Jonathan
Sorry for the late reply and thanks for taking interest in the problem
So the problem seems very simple but for some reason I am running into problems with my current calculated fields.
My final intent is to calculate the forecast for the order / app based on how much is yet to be delivered. But there are various concerns. Like the App / Order Date is random. There are some days we have orders and others where we have no deliveries.
So taking this into consideration I want the field to calculate all future forecasts based on the number of days remaining. I am attaching an excel sheet that has the data and desired outcome in excel. Please do have a quick look and see if this can be achieved.
Thanks
Sid

4. Re: Calculated field & Table calculation problem
Jonathan Drummey May 28, 2013 7:17 PM (in response to Siddharth Surana)Hi Sid,
I took another look at your spreadsheet and saw the formula, now I understand how you were parceling out the forecast. In the attached I did the following:
 Turned on Show Missing Values for the DAY(Date) field to pad out the missing dates
 used the LAST() calc to generate the days remaining, based on LOOKUP(SUM([Ordered]),0) being Null.
 used the formula
IF ISNULL([Days Remaining]) THEN
SUM([Delivered])
ELSE
(TOTAL(SUM([Ordered]))TOTAL(SUM([Delivered])))/WINDOW_MAX([Days Remaining])
END
This returns proper values. The compute using for both table calcs is an Advanced... with App ID/Order ID/Date, sorting automatic, restarting every Order ID. If I turn off Show Missing Values I see exactly what is in your spreadsheet, turning the domain padding back on returns different values, of course.
Hope this helps!
Jonathan
[20130528 provided a solution instead of more questions]

5. Re: Calculated field & Table calculation problem
Siddharth Surana May 29, 2013 8:17 AM (in response to Jonathan Drummey)Hi Jonathan
This is great and helps me avoid the 7+ calculated fields I had to do in my previous attempt. Your approach is simple and really helpful.
There were two considerations here in this approach that I wanted to clarify:
1. We assume that the calculation starts where it is Null. What if there are Null values in between in the Delivered Column instead of a 0. Will this work even then? Like 
5/21/2013  10000
5/22/2013  Null
5/23/2013  0
5/24/2013 50000
2. And I wanted to know if this would also work if there was a roll up. (I create a hierarchy App ID  Order ID). This does not seem to work in that case Your answer was really helpful and hope you have some advice on the these questions
Thanks again
Sid

6. Re: Calculated field & Table calculation problem
Jonathan Drummey May 29, 2013 8:33 AM (in response to Siddharth Surana)1. Currently the calc expects all values to be nonNull until the last range of dates. What do you want to happen if there is a Null (or set of Null's) in an earlier range? Should the Adjusted Forecast field just return 0 in that case?
2. The table calculation uses an Advanced Compute Using, so when you change the hierarchy level then there are dimensions either added to the partitioning or missing from the addressing for the table calculation and it returns nondesired results. The general option in this case is to not use Tableau's drilldowns but instead to use a parameter to either swap out dimensions & calc results, or to swap out two separate worksheets on a dashboard.
Jonathan

7. Re: Calculated field & Table calculation problem
Siddharth Surana May 29, 2013 10:14 AM (in response to Jonathan Drummey)Hey Jonathan
I believe that it can return 0's for all nulls before the last date. But a much more efficient formula would be to calculate it using the Sysdate (Now) function. Maybe that is a better option and it will avoid the hassle of Nulls and 0's. Do you think that is a good idea?
Number of Days remaining = Last day of the order  Sysdate (Now)
Also, my company is pretty specific how they want the data and drill downs is a very important part of the report. The parameter option looks fine and the Dashboard is an option, but can anything be done on this drill down?
Thanks
Sid

8. Re: Calculated field & Table calculation problem
Jonathan Drummey May 29, 2013 11:59 AM (in response to Siddharth Surana)If you can calculate the days remaining in the data source, then that avoids the complexities of table calculations and can certainly make life easier.
As for the drill downs, are your users requiring Tableau's actual drill downs or do they just want to see both results? In the latter case, then you can use either of those solutions and the users will get the drill down effect they want.
Jonathan

9. Re: Calculated field & Table calculation problem
Siddharth Surana May 29, 2013 2:31 PM (in response to Jonathan Drummey)Hey Jonathan
Sorry was trying out various solutions to the problem. So I wanted to know what you feel would be the best way to do the calculation to find out the number of days from Today to the end of the Order ?
Also, I have 2 kinds of users. One would want to see only one field and the others may/ may not want to drill down. I am sure the Drill Down is required. I just confirmed this with the Business users. Is there a way to work with this?
Thanks Jonathan
Regards
Sid

10. Re: Calculated field & Table calculation problem
Jonathan Drummey May 29, 2013 2:59 PM (in response to Siddharth Surana)If you can do it in the data source, that would be my personal preference, it makes life easier for the rest of the calcs. As for the drill down, you'll have to use one of the two workaround techniques I described or do further work in the data query to not require table calcs, Tableau's hierarchies and table calcs don't work together in the way that is needed for this worksheet.

11. Re: Calculated field & Table calculation problem
Siddharth Surana May 29, 2013 3:11 PM (in response to Jonathan Drummey)Thanks a lot Jonathan I will try and work with this Regards Sid