I need help creating some calculated fields in Tableau.
I've created a simplified version of what I'm working with in Excel, and made a Tableau workbook with it.
Basically, I have two things I need to do:
1. Compare revenue actuals across quarters in Fiscal Year 2016 to the revenue plan in Fiscal Year 2016. This should be as simple as, for any given quarter: Variance = Revenue Actuals - Plan. I just don't know how to create a calculated field for this. I have examples of how it should work in the Excel file. I've also attached a picture of how it should be in Tableau.
2. Calculate growth rates across quarters of Fiscal Year 2016 to Fiscal Year 2015. This would just be looking at the revenue actuals, not the plan figures. I need to calculate the growth from Q1 of FY15 to Q1 of FY16, Q2 of FY15 to Q2 of FY16, etc. Formula should be Growth Rate = (Amount for Qn of FY16 - Amount for Qn of FY15) / (Amount for Qn of FY15). Again, just don't know how to create a calculated field for this. I have examples of how it should work in the Excel file. I've also attached a picture of how it should be in Tableau.
In my actual data set, I have significantly more data and dimensions (things like region, sub segment, etc.). These formulas would need to be able to filter by those, the same way as my revenue does. I assume that's not an issue to do that, I would guess it works like that without any extra effort.
If there's anything I neglected to mention, please let me know. I've attached the Excel file, the Tableau workbook, and some pictures of what I want to see in Tableau.
Thank you in advance for the help - I'm quite lost on this, and want to learn more so I can improve my Tableau skills.