It's hard to see what's going on without seeing the workbook. Are you able to post it (twbx file)?
Hi Tracy – Thanks for looking in to this. Below is a summary of the issue.
I am trying to follow the example in the "Common Baseline" example of the link Top 10 Tableau Table Calculations | Tableau Software. In the attached twbx:
1) the Raw Data sheet contains some time series data for a couple of securities in a portfolio
2) I created the calculation called "Age" and then set up the sheet called By Deal. This sheet produces the correct results. Note for each deal when Age = 1 the value is null (we don't have the data for this period).
3) The problem begins when I remove Intex_Deal_Name from the viz (see the Aggregate) sheet. It looks like Tableau has now added the balances based on date rather age. I was expecting the that sum for:
Age =2 would be 3,798,366,862
Age =3 would be 3,728,017,452
Age = 4 would be 3,637,460,112
and so on (these are the values you would get by adding up the 3 displayed values across deals for each age).
How do I fix this?
Index Question.twbx 47.2 KB