
1. Re: Rolling Saving Calculation using week numbers
Zhouyi Zhang Apr 24, 2018 5:35 AM (in response to Tony Ball)Hi, Tony
Is there any sample workbook can be shared?
ZZ

2. Re: Rolling Saving Calculation using week numbers
Tony Ball Apr 24, 2018 5:54 AM (in response to Zhouyi Zhang)Hi ZZ,
Thanks for replying  please find sample book attached.
Any help greatly appreciated
Thanks
Tony

monthlyrolling.twbx 88.3 KB


3. Re: Rolling Saving Calculation using week numbers
Zhouyi Zhang Apr 24, 2018 7:35 AM (in response to Tony Ball)1 of 1 people found this helpfulHi, Tony
thanks for the workbook, it does help!
I tried to understand your logic, and below is what I tried, please correct me if I misunderstand
ZZ

4. Re: Rolling Saving Calculation using week numbers
Tony Ball Apr 24, 2018 7:45 AM (in response to Zhouyi Zhang)Hi ZZ  Wow!!! So close with what I was trying to get to. The only thing out with it is that the 4 week gap is applied a little early.
So ideally I'm looking for baseline in the first example to be the value on 25 Dec 2017 and the 29th Jan being the value we subtract so in the sheet above the 4 week gap value would be 2302  2285 = 17.
The new baseline would then be the 2285 value  I'm always looking to subtract the last weeks in the month and the newest would be new baseline for the next subtraction.
You are a genius though  incredibly close to what I want to achieve  thanks so much
I hope my explanation above helps but if not please ask more questions

5. Re: Rolling Saving Calculation using week numbers
Zhouyi Zhang Apr 24, 2018 8:01 AM (in response to Tony Ball)1 of 1 people found this helpfulHi, Tony
Can I translate your requirement is from the last week of the  the last week from previous month as the 4 weeks gap?
So the result should be something like this?
ZZ

6. Re: Rolling Saving Calculation using week numbers
Tony Ball Apr 24, 2018 8:07 AM (in response to Zhouyi Zhang)Hi ZZ
Yes the screenshot you have sent would be the 4 week gap  that logic is 100% correct :)

7. Re: Rolling Saving Calculation using week numbers
Zhouyi Zhang Apr 24, 2018 8:39 AM (in response to Tony Ball)Hi, Tony
Please find my workaround attached as well as screenshot below.
The only thing I am still thinking is how to show the total in grand total rather than in an individual column, but so far have no idea yet.
ZZ

monthlyrolling (1)_v10.2.twbx 140.1 KB


8. Re: Rolling Saving Calculation using week numbers
Tony Ball Apr 24, 2018 2:13 PM (in response to Zhouyi Zhang)Hi ZZ
Massive thanks for your help on tihis one  just a last couple of questions.
Total Along Table (down) column showing 58 all the way down It  is there any way I can show the 58 once in a pill? That would answer this once and for all  I don't need to do anything with grand total so not too much of a worry.
Also many thanks for sending the workbook  however I cannot open with my version of Tableau Desktop (I'm on 10.1)  my license is on a work machine too so no chance of upgrade. Is there any way you could send the workbook in an earlier version or share the calcs used to build the sheet in your screenshot?
I'm eternally grateful for your help on this one as it's going to solve a big problem!

9. Re: Rolling Saving Calculation using week numbers
Zhouyi Zhang Apr 25, 2018 3:13 AM (in response to Tony Ball)Hi, Tony
If you just need the end result of total, it will be easy.
Please find my update attached. (sorry about I dont have 10.1 installed and the earliest version 10.5 can save is10.2)
I tried to describe all steps in this view as shown below so that you can reproduce in your side. but let me know if you have any question.
Hope this will solve your problem
ZZ

monthlyrolling (1)_v10.2.twbx 120.0 KB


10. Re: Rolling Saving Calculation using week numbers
Tony Ball Apr 25, 2018 4:33 AM (in response to Zhouyi Zhang)I got it to work from your instructions.
Truly amazing help Zhouyi Zhang  Thank you so much. Your help has been brilliant. Really appreciate it :)

11. Re: Rolling Saving Calculation using week numbers
Zhouyi Zhang Apr 25, 2018 5:17 AM (in response to Tony Ball)No worries, I'm glad to help
Hope you will enjoy tableau
ZZ