5 Replies Latest reply on Jun 18, 2015 8:12 AM by Jason Lambert

Hello Tableau World!

I am a new users and trying to get to grips with a number of things in Tableau. I stared off with something that I thought would be fairly simple.

I apologize in advance if this is not the format this should take.

Essentially I have three Excel data source that has the following fields (I removed irrelevant f)

Source 1 Customer Name ; 2015 Sales Plan \$ ; 2015 Margin Plan\$

Source 2 Customer Name ; 2015 Sales Actual \$ ;2015 Margin Actual \$

Source 3 ;date;daily multiplier;running total multiplier

Definition of Source 3

I have included the sample but essentially its a weighting on the sales and margin plans to work out at a given date what the % of the year total plan should be applied.

Example: 17/06/2015 (today) if my customer had a sales plan of 10000 and a margin plan of 2000 (from source 1), I need a weighting to be applied that looks up today's date in source 3, and retrieves the running total multiplier to give the current the actual plan in this case 1000* 0.493687

I will then compare that value to the actual sales from source 2 to work out where they are vs plan and use Tableau to make some pretty stuff!

Sounds easy and I can do in 2 minutes in Excel, but I am struggling in Tableau as source 3 has no obvious links to 1 and 2.

1 and 2 link together very nicely!

Sorry if I am asking something obvious I did try to search for this before asking.

Thank you in advance for any assistance!

• ###### 1. Re: Linking of an excel sheet to add weighting

Hi Charlie,

The date will be the field you can use for blending/joining.

I'm assuming you have this field in source 1 & 2?

If you only looking for today and not the plan over time, you could data source filter source 3 to just today

if [Date] = Today() then 'Y' end

and create a dummy linking field

e.g. a calculated field on all sources of simply "A".

If you post a sample of 1 & 2 i can give a detailed example.

Thanks, Jason

• ###### 2. Re: Linking of an excel sheet to add weighting

Hiya

I don't have date in 1 and 2, only a Year end total for revenue and profit.I need to divide those numbers by the multiplier depending on todays date.

I have enclosed a couple of samples

• ###### 3. Re: Linking of an excel sheet to add weighting

Hi Charlie,

Without transaction dates, you can use the second option I put forward.

Something like the attached as an example.

Although your sales data should really have a transaction date in it. As the method mentioned will just be pro rota'ing the sales as per the plan phasing.

Thanks, Jason

1 of 1 people found this helpful
• ###### 4. Re: Linking of an excel sheet to add weighting

HI Jason

thanks again

could you save as v8.3

looks like Ii cant open it as I think you have 9

• ###### 5. Re: Linking of an excel sheet to add weighting

Solved using above, don't worry about a sample. Thank you!

• ###### 6. Re: Linking of an excel sheet to add weighting

Excellent . Glad to hear you're sorted.