OK, the workbook finally downloaded. Did you just forget to aggregate (wrap your fields with SUM)?
SUM([Variance])/SUM([Budget Amount with sign code])
Julia - I'm on a mission to do exactly what you have done and are looking to do with the variance %. Hopefully I will get to the point I can help you but I am brand new at Tableau. I noticed you created new calculated fields in order to get the variance in absolute dollars. Why did you have to do this? You could not simply take the difference between actual and budget?
My variance calculation is exactly that the difference between actual and budget. There is a table calculation that calculates the difference but I can not get that to work the way I was expecting.
I am more a requestor of info than a solution provider but hope my experience with Tableau will grow and I will be able to help answer questions more fully.
Does making your field an aggregate resolve your issue, or are you still looking for help on this Julia?`
Matthew / Julia,
I ended up figuring it out - using the Aggregate calculation was in fact the solution.
No further help needed - thank you. Aggregation was the issue.
It would be great if you could mark the response I gave as the correct answer, so as not to confuse others. Cheers
Sorry – clearly forum challenged.
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Trying to mark this as correct answer but to no avail. I simply click on Correct Answer - right???
Yes, Julia - I meant marking the appropriate response as the correct answer. The reply you marked was a comment from another user, but the aggregation solution was posted before that in my first reply to your question.
I'm not too worried about it and you can leave it as-is if you like, but it helps others' find solutions in threads quickly and is considered proper forum "etiquette".