3 Replies Latest reply on Jun 13, 2016 5:31 AM by Florian Reidt

    Actual vs. Forecast

    Florian Reidt
    Florian Reidt Jun 13, 2016 1:36 AM

      Hi Guys,

       

      I am relatively new to tableau so not sure how difficult it is.

       

      I would like to show a line graph with with Actual and Forecast data. I am running my sales along the Y-Axis and the Week Number (continues) along the X-Axis.

       

      So far no problem and my graphs are display nice and easy. One for Actuals and one for Forecast, though I would only like to show the Forecast data for Weeks where I have no Actual data yet.

       

      The Actual/Forecast differentiation is done in a Dimension ("Status").

       

      Thanks for your help!

      • 913 Views
      • Categories: Calculations, Dates & Times
      • Tags:
        • 1. Re: Actual vs. Forecast
          khalid norat
          khalid norat Jun 13, 2016 2:57 AM (in response to Florian Reidt)

          Could you please share a sample data set / workbook

          • 2. Re: Actual vs. Forecast
            Justus Niemzok
            Justus Niemzok Jun 13, 2016 4:39 AM (in response to Florian Reidt)

            Hi Florian,

             

            An example workbook could indeed help a lot to help you specifically. From your explanation, I would think you need an LOD calculation to find out the maximum date of all Sales with Status "Actuals". Then put a filter calculation in your forecast chart that filters all date lower than the maximum date of your actuals.

             

            LOD would look something like this:

             

            {FIXED: MAX(IF [Status] = "Actuals" THEN [Week Number])}

             

            Hope this helps. If not I would suggest post an example workbook.

             

            Kind regards,

             

            Justus

            InterWorks

            2 of 2 people found this helpful
            • 3. Re: Actual vs. Forecast
              Florian Reidt
              Florian Reidt Jun 13, 2016 5:31 AM (in response to Justus Niemzok)

              Thanks Justus,

               

              I got it to work, for everyone else who might want to use this:

               

              1. I used Justus' Formula to identify if a "Week" already has Actual data. Which works exactly as he mentioned, except i had to add an "End" after the Week Number.

               

              2. I created a calculated Field, which set the "Ending" (Difference in Weeks) to "Forecast" and the Other Part to Actual, I set everything else afterwards to "FALSE" and finally filtered for everything but "FALSE"

               

              I hope this helps anyone trying to archive the same as me.

               

              Sorry for not posting a Workbook - company details.

               

              Again, many thanks!