3 Replies Latest reply on Oct 21, 2016 10:14 AM by Santiago Sanchez

    Month on Month Calculation with Values from Table

    Chio Ge
    Chio Ge Oct 20, 2016 10:19 AM

      Hello,

       

      I created a table in a worksheet which is in its basics set up like this:

       

      Effective Month                                   Amount

      09                                                            134   

      09                                                            2895    

      09                                                            6923

      08                                                            1023

      08                                                            6735

      08                                                            9134                                                                

       

      I want to sum up all the amounts with the same Effective month value (so in this case, 134+2895+6923 for September and 1023+6735+9134 for August) and then create a calculated field which gives me the difference in % between the sum amounts of the two months. Is there any way I could do that?

       

      Many thanks

        • 1. Re: Month on Month Calculation with Values from Table
          Santiago Sanchez
          Santiago Sanchez Employee Oct 20, 2016 10:45 AM (in response to Chio Ge)

          Hi Chio,

           

          You can actually see this without creating a calculated field! The workbook attached shows this on the 'MoM - Table Calculation'. You can use a Quick Table Calculation to show the percent difference:

           

          MoM.png

           

          If you'd like to use a calculated field with these 2 months as a base, look at the 'MoM - Calculated Field' sheet in the workbook attached. I've used a few fields to split the problem into pieces:

           

          1. Monthly Amount: Returns the SUM of Amount for each month. This uses and LOD expression.

          2. August Value & September Value: These use the calculated field above (1) to return a value for each month.

          3. Calculated Field - MoM: Shows the ratio between the monthly fields above (2).

           

          Hope this helps!

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          • 2. Re: Month on Month Calculation with Values from Table
            Chio Ge
            Chio Ge Oct 21, 2016 3:43 AM (in response to Santiago Sanchez)

            Hi Santiago,

            Thank you very much for your reply and help! I can't manage to open the workbook you attached because it gives me an loading error... can you try attaching it again?

            In the calculated field, can I put in some sort of variable so that it gives me a month on month calculation for any two months I choose? Something like a runtime prompt?

            Many thanks!

            • 3. Re: Month on Month Calculation with Values from Table
              Santiago Sanchez
              Santiago Sanchez Employee Oct 21, 2016 10:14 AM (in response to Chio Ge)

              What version of Tableau are you using? The workbook in on v10.

               

              You can use parameters to ask for user input and include them on a calculated field: Parameters 

              1 of 1 people found this helpful