1 Reply Latest reply on Jun 11, 2013 3:54 PM by Shawn Wallwork

    How to get Tableau to show the balance of an account (asset/liability)?

    Ulrik Gregersen


      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?