6 Replies Latest reply on Jul 28, 2017 7:46 PM by Shinichiro Murakami

hi guys,

I am trying to build a daily sales dashboard. Accounts can add sales, but sometimes they are cancelled.

So what I am planning to do is to place bars on top that would represent sums of orders of those accounts that increased their sales/orders and on the opposite side of the axe - the summ of the orders that were cancelled.

Finally on the top there is a line - that represents cumulative orders. Got stuck - cannot build the right formula for the sum of lost and added orders.

would appreciate your help very much !!

• ###### 2. Re: need your kind help with daily sales dashboard please

Hi Serge

I hope I understood your request correctly, but want to be a savior.

In this case, add increase , decrease requires table calculations.

Then combined chart also reflect table calculation result.  I mean line graph also needs to be modified accordingly.

To separate positive, negative delta, 2 steps calculation is needed.

Line charts numbers

Filter to avoid the duplication with Account t#

Set Table Calculations

Same setting for Difference "-" win_sum

Then Qty.

Then Filter

Thanks,

Shin

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• ###### 3. Re: need your kind help with daily sales dashboard please

Hi Serge

I looked at you sheet and I have some questions about the data itself - the Measure Quantity - is that the number of orders on a given day? and you  say orders are gained or lost is that on a running total basis - i.e. up through yesterday account 1 had 12 orders - today they had 2 new orders and a cancellation - so are you looking for the viz to present +2 orders and -1 cancellation ?

Jim

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• ###### 4. Re: need your kind help with daily sales dashboard please

hi Jim - thank you for your participation.

You got it correctly - I wanted to see addings and cancellations, just like Shin has described above.

• ###### 5. Re: need your kind help with daily sales dashboard please

Hello Dear Shin - Saver!

Thanks for your help once again! This is exactly what I was looking for. And of course I have one more question

In the ideal world I would like to be able to click on one of the bars - let say the cancellations on July 24th and be forwarded to another tab with all the details of that guy. Also when I am pointing at the bar - I do not see the list of the accounts that added or cancelled cases, instead I always see account 1 there. Is it because there is min in the formula?

P.S. Shin - you are helping me so much - if you are at the Tableau conference in Vegas in October - I owe u a drink!

• ###### 6. Re: need your kind help with daily sales dashboard please

Serge,

Unfortunately, it's impossible because you data does not have "Order ID".

We cannot specify the added/removed Order ID x Account ID by date and your expected result cannot be achieved.

If you have one layer more detailed data as data source, there might be some approach.

Sample data and workbook is here.

BTW,

At this point, I am not sure I can attend the conference, but thank you for the offer.

Thanks,

Shin

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