3 Replies Latest reply on Feb 10, 2016 1:21 PM by Stephen Shields

# Reference should change up or down depending on month

How can I make my reference line do this - across a horizontal x axis of time (months) change (jump)

We have performance goals - the goal for each employee are set by a target number times a FTE percentage, BUT this calculation changes every month.

Employee A for November was a .9 FTE with a base targe goal of 400 = .9 * 400

Employee A for December was a .5 FTE with a base target goal of 400 = .5 * 400

There is a table which logs these changes by month for each employee.

So (below) for Maddis for October the orange dash line should be at 160, then for November the line should change to 200, then December be back to 160.

Would this need to be a level of detail calc?

This is not working....  MONTH({FIXED [Disch Date] : SUM([Listing (CDS FTE Level LOG)].[Rev Init Goal FTE])} )

How should I approach this.  Can reference lines do this?

Brenda

• ###### 1. Re: Reference should change up or down depending on month

Brenda,

In my experience with reference lines what you are looking to do is not possible, reference lines are static across the entire data set and not functionally designed to 'jump'. Will gladly bow to the Jedi who may know better on this.

Depending on how your data is structured (sans using the table you referred to) you could add in a calculation to mark the monthly performance goal.

Another option may be to use the table you referenced and either use it in a join fashion or as a separate data source based on a common link like employee name or number.

Steve

• ###### 2. Re: Reference should change up or down depending on month

I've attached a workbook that describes different examples of how actual vs targets might be visualized in Tableau. Usually a bullet chart is how we achieve this, essentially a bullet chart is a reference band with a reference line auto generated when you use the SHOW ME option in the top right of the viz. You can dissect this if you edit the reference lines in sheet 01, notice how one is a distribution where I set the percent and another a Line that shows the actual Target. Below is a screenshot of the Distribution settings (I added color goals at 75% and 100% of target)

Thanks,

James

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• ###### 3. Re: Reference should change up or down depending on month

James,

Great solution, will keep this in my back pocket.

Thanks,

Steve