This is actually a great example of why Tableau 9.0's data interpreter is so wonderful. I created a 1 row sample table in Excel with fields named as you show above, with random data values, connected to that in Tableau. What we want to do is "pivot" the columns to be rows. Steps:
- Connect to Excel file and open in Data Source Editor.
- Select all of the columns to be pivoted. Click on the first column to pivot, in my example, "Actual Aug 2016", then hold down shift, and click on the last column to pivot, in my example, "Actual Jul 2017".
- Mouse over the area next to one of the column labels, and a drop-down arrow appears. Click that arrow and select "Pivot" from the menu. All of those columns should now become 2 columns: "Pivot field names" and "Pivot field values."
- Switch to Sheet 1, and create a calculated field called "Date" containing the formula: DATEPARSE('MMM yyyy',MID([Pivot field names],8)).
- Double-click "Pivot field values" then double-click "Date".
- Change your Date pill to the appropriate interval (i.e. month).
You can rename fields as desired.
I hope that helps!
Hi Bill, appreciate the response. I can't wait to get my hands on 9.0 to use this (my organization hasn't upgraded yet). I ended up using a data blend for the date field from an Excel worksheet which works well enough but not perfectly.