2 Replies Latest reply on Jun 9, 2016 11:53 AM by Matthew Lang

    Sum Values then Divide by # of Records by Month

    Matthew Lang

      All,

       

      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!