Hi. I am new to Tableau and use it for Finance reports. I dont know how to make it show the balance of an account on a date that I define. The balance should be the sum of all transactions since day 1 but if I only want to see financials for 2013 for example then it will only calculate the transactions in 2013 giving the wrong balance. This is ok for P/L accounts but not for balance accounts. Anyone know how to solve this?
Probably the easiest thing to do is set up a table that has the end-of-year balance for each previous year. Then you can do a YTD + [Previous_Year_Balance]. That won't be the syntax, but you get the idea. Essentially that's the financial statements do it, and if you set up the data correctly Tableau will do it that way too.