Currently, my workplace requires me to generate a specific report to keep track of various indicators as well as to inform the organisation of the movement in the changes. What I have now is an excel that runs through formulas to automatically generate date-value specific graphs based on my current week. Note that since this is still a tedious process when it comes to dissemination, i have the intention to use tableau and its build in functions to eventually just upload my storyboard weekly to give access to multiple users with greater ease.
Here is what I have so far:
1) I have 2 graphs and 2 tables required per indicator.
The first graph shows the 4 week value for 2016 and 2017 and the table is a pretty simple one, showing current and past week as well as a W-o-W % change.
The second portion is slightly more tedious. I need a Y-o-Y comparison and I managed to do that by creating a UNIFIEDDate field but again, I am having some problem creating the simple table below.
So all in all, experts, I require some tips and advice on how to automate the process based on the spreadsheet I have attached.
1) Automate the dashboard to update to the latest data weekly based on new inputs
2) Create the 2 simple tables to accompany the graphs
PS: Also added the TWBx file for y'all to look through my current process. If there is a better way of doing things, I am all ears. Its been my 2nd month using Tableau at work and so far its been great!
Not sure if the question was drown out by other questions. Any kind of help is appreciated!