4 Replies Latest reply on Nov 6, 2014 8:37 AM by Matthew Sweer

# Using Forecast to track progress to goal

First-time poster and tableau noob and I've been furiously googling this, but can't seem to find the answer.  Fingers-crossed:

For a response based campaign with discrete start and end dates (10/31 - 12/15) that must reach 5K responses

1) Track the daily actual responses, and update each new day

2) Forecast through to 12/15 with daily future estimates

3) Based on cumulative actual and estimated totals, will we reach goal by 12/15?

Seems pretty simple and in Excel is supremely simple, but this has me stumped.  I can get the Forecasts, which I believe will anchor to 12/15 end (will know that tomorrow), but I can't seem to get a running sum of the actual and estimated values.

Is my approach here wrong?  Help me Obi-wan, you're my only hope.

• ###### 1. Re: Using Forecast to track progress to goal

Matthew welcome to the forums! You certainly get extra points for humor. We're going to need a packaged workbook with some dummied up data, so we can see what's in play. The things you're asking for involve Table Calcs so every dimension you put into or take out of the view will need to be accounted for.

Cheers,

--Shawn

• ###### 2. Re: Using Forecast to track progress to goal

It's a quite simple dataset.

I have data through 11/5.  In the sheet I've added the Forecast to 12/13.

Looking to get a cumulative running sum somewhere that incorporates both actual and estimated values.

For example:

1) Next to Response on 11/5, it should read 1061

2) By 11/20, it should read 5288 (and thereby we should reach our goal by 11/20)

and so on.

Lastly, when tomorrow comes and new data is available, forecast should function correctly, but anchor to 12/15.

• ###### 3. Re: Using Forecast to track progress to goal

Looks simple but isn't. Somehow copying the current tab by hitting CTRL+C and pasting on a new tab by hitting CNTRL+V lets you perform table calcs. See attached.

PS: Right clicking the tab and hitting copy and paste on new sheet doesn't work. CNTRL+C/CNTRL+V will.

• ###### 4. Re: Using Forecast to track progress to goal

Okay, everything's Kool and the Gang, right?  But what happens tomorrow?

I would call this a hack, because tomorrow, that clipboard won't update.  I'd love to be able to set it and forget it, and while this does give me the cumulative value, it's doing it by pasting values rather than being dynamic.

Perhaps this is not possible?