5 Replies Latest reply on Jun 27, 2017 1:31 PM by shruti goswami

    Need help in using Tableau for comparing the workflow embedded in the system with the Co. policy

    shruti goswami

      Hi Tableau users,

       

      Hope everyone is doing well!

       

      I have been trying to use tableau for comparing the approval workflow embedded in the system with company's policy but could not really create a very useful dashboard. I used "If Then" calculations that gave me a "Yes" or a "No" for each of the line items. But I need a "Yes"/"No" at the Regiona and the offer type level not for each of the line items. Can someone share with me a better way to do the comparison on tableau.

       

      Ex. I have attached the workflow embedded in the system as part of the Tableau workbook (10.2 version). Here is the company's policy:

       

          

      Min. AmountMax. AmountBusiness PersonnelFinance Personnel
      050000Activity Owner ManagerN/A
      50001100000Activity Owner ManagerRegional Finance Manager
      100001250000Regional DirectorRegional Finance Manager
      2500011000000Regional DirectorRegional Finance Director
      10000015000000Regional VPFinance VP
      500000110000000CEOCFO
      10000001                       UnlimitedBoard of Directors

      Board of Directors