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Trying to figure out how to execute some simple math in Tableau. I've attached a simple Excel file that includes five fields (Account, Transaction ID, Debit, Budget, and Budget Period). What I want to do is Sum up the budget values, then divide by the number of records for each month.
I've tried the following:
When Budget Period = 'January' Then Sum(Budget Value)/# of records
The math works, but I can't seem to execute in Tableau.
Thanks for the help!