1 Reply Latest reply on Jul 3, 2018 8:41 PM by swaroop.gantela

    Creating calculated for selected year

    Vu Doan

      Howdy?  I have a problem regarding a calculated field in Tableau that I'm stuck on. Let me know if you can offer any help! Thank you!

       

      I have a metric called "Rep %" and a dimension for "date" which has data from 2016-2018.  I want to use the Rep % for 2017 and times that by 10% and call it the over all goal for 2018.

      Goal for Jan 2018 = 2017 Rep % * 1/12 * 10%; Feb 2018 = 2017 Rep % * 2/12 * 10%; Mar 2018 = 2018 Rep % 3/121 * 10%; April 2018 = 2017 Rep % * 4/12 * 10%

       

      Rep % (actual) - metricRep % (goal) = Rep % for 2017 * 1.10 - calculated fieldDate - dimension
      13.4%2016 - yearly value (only 1 value)
      14.0%2017 - yearly value (only 1 value)
      14.3%2018 - Jan
      14.5%2018 - Feb

       

      I have two questions:

      1. How do you create a calculated field for the Rep % (goal) which only select the the 13.5% (2017 number) and times it by 1.1?

      2. How do you create calculated field to show show this?  Goal for Jan 2018 = 2017 Rep % * 1/12 * 10%; Feb 2018 = 2017 Rep % * 2/12 * 10%; Mar 2018 = 2018 Rep % 3/121 * 10%; April 2018 = 2017 Rep % * 4/12 * 10%

       

       

      This is the deal axis chart that I created, but it's not what I want because the goal number is incorrect.  I don't know how to only include/filter for 2017 data x 1.1 in the calculated field.

       

      dashboard.png