4 Replies Latest reply on Dec 21, 2017 12:09 PM by Jim Dehner

    Unable to calculate variance %

    joseph krienert

      I am using a dataset with Actual and Budget monthly records for multiple entities.  I want to calculate a percentage variance between Actual and Budget, that will be calculated at each level (i.e. Sum of Actual values for 3 months - Sum of Budget values for 3 months is calculated as a new variance %).  I have created a calculated field that applies to each record in my dataset which calculates variance between Actual and Budget, the issue I run into is that Tableau will then summarize these variance % when looking at aggregated data from multiple records  The result is a variance percentage that is not calculated based on the aggregated Actual and Budget data.  I was hoping that there was an easy workaround to this issue that could be completed within Tableau.