2 Replies Latest reply on Nov 9, 2016 5:28 PM by duane kuru

    Rolling Balance

    duane kuru

      HI

       

      Can anyone advise how I might go about using the previous months closing balance as the next months opening balance in Tableau?

       

      I am forecasting a stock position. This particular  stock is rented to a customer for a period and then returned to be rented out again at some point.

      I can see when stock will go out and come back (this info is in my reservation table).

       

      I also know today's stock balance is 70.

       

      In excel I would do something like this:

       

      And therefore be able to say that in Jun I should have 102 units at opening.

       

      I know its a simple model but its the principle of how to use the opening for the next periods start - that I am trying to solve?

       

      And thoughts?

       

      Thank you

      Duane