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

    Rolling Balance

    duane kuru



      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