1 Reply Latest reply on Jan 9, 2014 11:11 AM by Tracy Rodgers

    Financial balance report

    Wendy Zhou

      Hi all tableau rockers!

       

      please help me out on this financial balance report.

      I like to show the balance of the accumulative invoice amount and payment amount(cheque amount) by date.

       

      my work flow thinking are:

       

      1. during (chque date - invoice date): what's the balance (cheque amount-invoice amount)

      2. balance got from 1 sum up with balance of next period time

       

      something like credit card balance statement, but the credit/debit date are separate in 2 columns.

       

      I had attached workbook package, I will upload graph I meant to produce tomorrow.

       

      Thanks

      Wendy

        • 1. Re: Financial balance report
          Tracy Rodgers

          Hi Wendy,

           

          I'm not sure I completely understand. However, if you place both Invoice Date and Cheque Date on the rows shelf (in that order), then create a calculated field similar to the following and place it on the view:

           

          window_sum(sum([Cheque amount]))-sum([Cheque amount])

           

          Once it is on the view, right click on it and select Compute Using>Cheque Date.

           

          If this does not help, could you provide more information on what the desired results are?

           

          -Tracy