9 Replies Latest reply on Apr 3, 2018 5:59 PM by lei.chen.0

# Text table financial report in Tableau

Hi everyone, I have been into Tableau for around 6 months and very impressed with its analytics and visualization capability. What I am stuck now is to find a way to present the traditional cross tab financial report as part of the my visualization package. This is what I want to visualize:

 \$ Actual Budget ∆ BUD % Total Revenue 25.0 29.0 (13.8%) Total Cost (24.0) (27.0) (11.1%) Gross Margin 1.0 2.0 (50.0%) Gross Margin % 4.0% 6.9% -2.9 pp

I have the data source as below:

 Account ActualBudget Amount Total Revenue Actual 25 Total Cost Actual -24 Total Revenue Budget 29 Total Cost Budget -27

1. Is there a way to create Gross Margin, Gross Margin %, AND ∆ BUD % in Tableau and create the cross tab report above?

2. Is there a way  to have a "customized calculation, where the formula for "Gross Margin %" is different from the rest of the ∆ BUD %?

Thanks!

• ###### 1. Re: Text table financial report in Tableau

Hello Tu,

In general, Tableau is data visualization tool and I'm not in favor of using it as a substitute for Excel.

Anyway, without any ETL process, my solution looks like this,

Regards

Lei

• ###### 2. Re: Text table financial report in Tableau

Hi Tu,

In the same boat with Lei regarding Excel & Tableau.

If the table should be made in Tableau in any way,

then combining pieces on a dashboard may help.

Yours,

Yuri

2 of 2 people found this helpful
• ###### 3. Re: Text table financial report in Tableau

Hi,

I am sharing you a workbook where I have applied the logic  which will surely help you.

You can get the idea how I have created different calculated fields relating to GWD.

Furthermore, You can also see how I have used green up arrows for an increase in sales and red down arrows for the decrease in sales. You can see and edit things to see how I have bought up and down arrows to show increase and decrease in %.

For Gross Margin percentage you can take the difference of your actual and budget and divide it by budget.

Feel free to ask I hope this helps.

1 of 1 people found this helpful
• ###### 4. Re: Text table financial report in Tableau

Thanks for giving it a shot Lei Chen...The output is different from the format that my users get used to Lei Chen

• ###### 5. Re: Text table financial report in Tableau

Please check this way to solve the visualization

It is not the more elegant but at least bring that you want.

Regards,

2 of 2 people found this helpful
• ###### 6. Re: Text table financial report in Tableau

Thanks Yuriy - I have tried the dashboard solution as a workaround. What I learned from you is the different formula for the pp. Thanks!

1 of 1 people found this helpful
• ###### 7. Re: Text table financial report in Tableau

Thanks Sanket - I was specifically looking for a way to present numbers and percentage in the same report...But I also learnt something new from you (the text label)!

1 of 1 people found this helpful
• ###### 8. Re: Text table financial report in Tableau

Thanks Cristian! This is an unexpected, very advanced solution! It is the best solution so far, I just have a problem with scalability as my report is a lot more complex than that.

• ###### 9. Re: Text table financial report in Tableau

Hello Tu,

Yes I understand. Adopting the formats users are familiar is import

Regards

Lei