Trying to understand what you need here. I have the workbook open.
Give me actual field names, and what you see that is correct, and what else you see that is incorrect.
I still need more understanding. The "black values 2" column (is that [%Orig Rate Since Start Calc] ? ) is shorter than the red column now.
And if you are meaning [% Orig Rate Since Start] column, why can't you just set the red column directly to that value? (Like I did in the attached.)
What did your calc look like when it was getting the recursive error?
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Though Tableau has a PREVIOUS_VALUE() table calc function,
it's recursive capabilities are way limited -- the function allows
just a single-pass reading from the previous cell in a partition.
But if one could make a special 'feeder' calculated field
holding two (or more) 'values' as distinct parts of it's 'resulting value',
then it would become possible to read these 'values' all at once
then calculate a new 'resulting value' -- all in a single pass.
Such a 'feeder' calculation could be a String (a concatenate of 'values')
or a Number (with 'values' encoded as different decimal digit groups).
Other (table) calculations would referr to the 'feeder' one --
extracting the respective 'values' from the 'result' as necessary.
I've used the technique (borrowed from Noah Salvaterra ) some times ago --
Re: Custom Moving Calculation? that's why i'm jumping on here, hope you don't mind.
Please find the attached.
Joe, I only brought that column in [% Orig Rate Since Start] for reference check of my calc. It is a calculated field in the Excel file which I'm trying to mimic in Tableau. And perhaps recursive is not the right word but rather a repeating pattern where the calc keeps jumping down year to year.
John, I need more help here.
I am still not following what you need to do. (And I don't want to reverse engineer your calcs to figure out what you are trying to do.)
You talked about a black column. You have two black columns on your sheet. Obviously I didn't duplicate the right one. Nor did I understand what "continue down the table" means for your question.
Give me specifics of what's on the sheet and what you want to see: "Year 1999 has this string of values: a,b,c,d..., and I want to see those same values in (whatever specific location), and I want that repeated down the rest of the sheet, ..." Etc.
You are intimately immersed in the requirements and the logic of your calcs. Without giving that sort of explanation for me, I would need to become equally immersed, and I just don't have bandwidth for that. You can tell from my last reply that I guessed wrong regarding your question. Help me help you.
Go to the Excel file I attached in this thread and look at the formula in Column G of the "Cumulative Calcs" tab. That is all I'm trying to do is replicate that formula/calc in Tableau. It would be weird that Tableau can't handle something somewhat basic that Excel does.
I don't know what the excel formula is doing.