I am looking to repurpose the following viz (workbook available for download):
1. When selecting the date from the drop-down listbox in the top-right corner of the dashboard view, the action associated with selection only adjusts the reference line to indicate month/year on the graph. Ideally, I would like to adjust the start date to reflect this selection on the graph and end date according to the loan term selected (ie. 20 years). As a further improvement, not sure if there is an improvement where current month + 1 year could be populated into the listbox. Not many use cases where a user would want to input loan term start more than a year ahead.
2. The equity at end of year sheet does not adjust based on the date selection from the listbox. The three outputs are static (5/10/15). How can this be adjusted based on the loan term field selection? For example, user selects 30 year term and the resulting output fields should indicate sum for every 5 year increment up until end term of 30 years.
Where are you finding difficulty in making the changes? Is there a specific area that you are stuck on? The forums are replied to primarily by other users of Tableau so remember to provide as much detail as possible about what you have tried and where you are stuck.