1 Reply Latest reply on Jan 14, 2018 9:43 PM by sunil.sachdeva

    Running Calculation

    Francis Reginald Valencia

      Hi Everyone,

       

      Need you help guys to translate this excel calculation into tableau. I am trying to do this but I am having trouble in this running calculation.

       

       

      Thanks,

      Francis

        • 1. Re: Running Calculation
          sunil.sachdeva

          Hi,

           

          Please find my approach:

          1.  Change Data source and add Union with same Sheet (this is to calculate balance row), i am not using Total options of tableau because we need to use running total later only for "Balance" but not for Remarks.

           

           

          2.  Create a calculated column for table rows measure (using first part of Union):

          3.  Create calculated column for "Balance", using second part of Union:

           

          4.  Drag both to marks shelf and use running total for "Balance":

           

          5.  Results would look like:

           

          Please find attached sample workbook, hope that helps.