7 Replies Latest reply on Apr 26, 2018 7:51 AM by Shinichiro Murakami

    Waterfall chart with filter on Date

    Yasar Arshad

      I am new to tableau. I am working on a project where I need to create a waterfall. I have the data(sample) which is attached in the excel sheet below.

       

      There 3 columns 'QuarterEndDate', 'Name' and 'Value'.

       

      QuarterEndDate has to be a filter. Now for example someone click 2 quarters - 30-09-2017 and 31-12-2017, in the final stage I want only the beginning balance of 30-09-2017 and the aggregate of all chargeoff, closed, balance_x, new enrollment, and the ending balance of 31-12-2017.

       

      so this is what i want in bar chart

       

      Bar 1 - Beginning balance of 30-09-2017 ,

      Bar 2 - sum(all closed)

      Bar 3 - sum(all charged off)

      Bar 4 - sum(balance_x)

      Bar 5 - Ending balance of 31-12-2017

       

      NOTE:  30-9-2017 and 31-12-2017 is not fixed, the quarters are to be selected based on the filter and could be anything either one quarter or two or all.

       

      Issue is when I draw the bar chart - I get the aggregate of beginning balance of all the quarters, but I don't want that.

       

      This basically shows where we started in the quarter say 100 accounts, 10 charged off so -10, 20 closed so -20, new enrollment say 30 and balance_x is say 40, ending is 100-10-20+30+40 = 140 (the ending balance for latest quarter selected)

       

      This has been highlighted in the picture attached below.

       

      Let me know if you have any trouble understanding this. Thanks in advance!

       

      Thanks