7 Replies Latest reply on Apr 12, 2016 6:16 AM by Nirupam Haas Tirukkovalluri

    How to populate missing values for projections over a period of time

    Chris Speckens

      Hi, I am trying to work on converting an Excel spreadsheet & graph over to Tableau.   I am having trouble trying to find a solution to populate information to help with projections/forecasting. 

       

      Below is a sample of the spreadsheet used in Excel.  A zero has been placed in rows 8-15 for 2016 where there is no data available in our database currently.   As we hit those dates, we may or may not receive a value.    Also, the 2016 cumulative information for rows 8-15 use the numbers received in 2015 as it's value.     The projected number for rows 8-15 are derived by working back from a fixed value and dividing by the number of days left to populate over a range, then adding that back to create a running total.  

       

      1.  My question is how do I do this within Tableau?   

      2.  I have tried to create a calculated field but it did not go well

      3.  My goal is to show this in a chart with the 2015, 2016 and projected lines separately over a period of time.   It would be nice to have the projected number as a parameter as well.   

       

      RownumDate20152016

      2015

      Cumulative

      2016

      Cumulative

      Projected
      14/11220252306306
      24/21617268323323
      34/31131279354354
      44/42339302393393
      54/52028322421421
      64/63336355457457
      74/7345389462462
      84/8190408507544
      94/9290437536749
      104/10180455554831
      114/11570512611913
      124/12550567666995
      134/135706247231077
      144/145606807791159
      154/155007308291241

       

       

      Using Tableau 9.1 Desktop