Tableau is database oriented (v cell orient like Excel) - the ideal structure is a tall thin table (v short and wide)
each column will form a dimension or measure -
data comes in Tableau as Disaggregated and is Aggregated during the creation of the viz
monthly would be preferred and the data would be summed as it is placed on the viz
Also bringing in actual dates supports text tables - line or bar charts and can be used to aggregate YTD, MON.YOY analyses
Thanks for asking
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Thank you Jim! Knowing I'll need to add an "Actual/Goal" column is very helpful.
To follow-up on the format you included above, if Annual Goal and YTD Goal need to be displayed, how would you format these? I've added an Actual/Goal column but not sure how to describe it to differentiate between Annual and YTD.
Busted - I realized as I put the attached together that I lead you down a bad path
Suggesting that you put an Actual/Goal column is just going to compound problems for you - it is much easier to have 2 sheets in your workbook - I for Goal and 1 for Actual -
Probably make you goals annually anyway so that sheet does not change - the Actual sheet would update monthly and you would just refresh the data
You would then join the 2 sheet on Data and Metric (I only had one metric so there is only 1 clause)
the full year goal is this
the monthly % to plan
the % to full year goal
Okay, I think I'm beginning to understand it.
Still confused on how to separate out Annual Goal, YTD Goal and YTD Actual. From your example above, only one "goal" column is displayed while Full Year Goal, Monthly Goal and YTD actual displayed as measures you created. However, we have our Full Year Goal & the Monthly Goals already established; therefore, I don't think we'll need to use equations to find those values. Correct me if I'm wrong...
Would it work for me to create on the second sheet, a Monthly Goal and an Annual Goal as separate columns? and on the other sheet, it would just be the Actual column?
Thanks so much for your guidance thus far!