
1. Re: Calculating YTD Price Realization  Year to Date Price Calculations
Jim Dehner Apr 16, 2018 9:19 AM (in response to Gabriel Z.)1 of 1 people found this helpfulHi
see the attached
these are the formulas the table calculations are all calculated like this
the price realization is calculated like this
an it returns this
Jim
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2. Re: Calculating YTD Price Realization  Year to Date Price Calculations
Gabriel Z. Apr 16, 2018 11:28 AM (in response to Jim Dehner)Hi Jim,
Thank you for the fast and elaborate reply, I really appreciate it as it is a great starting point for my analysis.
The YTD host units match the results in the Excel file. Why are the YTD sales and also price realization figures different from the Excel calculation? I'm trying to deconstruct, but have not found the answer yet.
Thank you,
Gabriel

3. Re: Calculating YTD Price Realization  Year to Date Price Calculations
Jim Dehner Apr 16, 2018 1:50 PM (in response to Gabriel Z.)1 of 1 people found this helpfulSee the attached
I have been able to reproduce all the values at the product model level
The issue was a just plain error on my part in one of the formulas
AND caulation order on all of the table calcualtions
I dropped this in as a check and then kept it
then did this for the Price realization
then YTD calcs are set like this
the avg price is set like this at the highest level  the 2 lower levels are set like above (it is a nested table calc)
at the highest level the price realization is set like this
now all this is great at the product model level 
but Tableau Table calculations are difficult to get to sum down  they wan to continue to use the formula based on the summed variables rather than the sum of the individual calculations
the usual approach is to do the summation on a separate sheet and bring them together on a dashboard
Jim
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4. Re: Calculating YTD Price Realization  Year to Date Price Calculations
Gabriel Z. Apr 16, 2018 2:22 PM (in response to Jim Dehner)Hi Jim,
This is outstanding! First I did not think this could be replicated in Tableau. Then I thought it would take me months and you got this far so rapidly. I am impressed.
If you could still share your knowledge please on the following, that would help me a lot:
a) The file now calculates YTD price realization (columns AIAK in the Excel file). Do you have a solution for calculating monthly price realization (columns AMAO in the Excel file)?
b) I need to display the Grand Total for YTD price realization as the sum of what was previously calculated at the model level. I should get 44K in Jan, 9.3K in Feb and 1.36M in Mar for the YTD price realization calculation to match the Excel file. However, the formula is applied on overall product (Aerotech), which introduces a product model mix which I would like to exclude. How do I replicate this total from Excel to Tableau? Attached 2 pictures (Tableau vs Excel)
Thank you so much for your kind help! I'm very excited about the Tableau path I have just started.
Best regards,
Gabriel

5. Re: Calculating YTD Price Realization  Year to Date Price Calculations
Gabriel Z. Apr 18, 2018 3:54 PM (in response to Gabriel Z.)Hi Jim, Hi All,
I have been able to calculate monthly price realization. Jim, your solutions helped me a lot to get this far so fast. It's my first week of Tableau and I feel like I am making progress.
Now, I need to show the total price realization by summing the results I have calculated, but without applying the same calculation (which Tableau seems to do by default). How do I do this?
This is what I mean:
I would like to replicate the result from Excel:
Instead, Tableau is showing this:
I have attached both the Excel source file as well as the updated Tableau packaged file.
I would greatly appreciate replies to be through the Tableau packaged file since I am so new and this helps me learn fast.
Thank you,
Gabriel