5 Replies Latest reply on May 17, 2018 1:37 AM by Jordan Brogden

    Calculated field to create target based on last year figures

    Jordan Brogden

      Hi,

       

      I need help please to create a new column of data within Tableau, a calculated field, which sets a target for the next year based on the values of the previous year.

       

      My data is live and comes from the Google Sheets Google Analytics add-in,

       

      Tableau then points to Google Sheets.

       

      I would simply perform the calculation in Google Sheets which would be the same as doing it in Excel, which would be easy, however every time my scheduled Sheets reports run they will over-write any manual calculations I have in there. So it needs to be done in Tableau so the whole process is automated.

       

      I have date and sessions for 2017 all the way up to yesterday.

       

      I need another column which sets a target number of sessions for 2018 (same date last year +10%)

       

       

      DateSessions
      2017-01-019530
      2017-01-0212197
      2017-01-0313061
      2017-01-0412199
      2017-01-0511327
      2017-01-0610610
      2017-01-0710413
      2017-01-0810768
      2017-01-0911706
      2017-01-1011027

       

       

      To ultimately graph in a way which is in the packaged workbook, to essentially see if we're hitting our target of +10% sessions compared to last year.

       

      I hope this makes sense.

       

      Workbook attached (10.5) - please note I've manually input the 2018 target column using Excel/Google Sheets for the purpose of demonstrating what I'm trying to achieve.

       

      Thank you,

      Jordan