2 Replies Latest reply on Jul 24, 2018 9:14 AM by Matt Wilson

    Graph of running balance

    Matt Wilson

      I'm using two lenders to finance 4 construction jobs. I know when I will incur the loans [Loan Closing Date] and when the loans will be relieved [Projected Home Closing Date].

       

      I want to be able to see a graph that represents a running balance of the [Loan Amount] by Lender over time. The first half of the graph is below.

       

      My goal is to extend this graph so that in Jan and Feb of 2019 (I.E. when the loan amount is paid back or [Projected Home Closing Date]), the running sum of the loan amount decreases. It should be zero for both lenders on 2/27/19.

       

      I can't figure this one out. Thanks!

       

        • 1. Re: Graph of running balance
          Ankit Bansal

          Matt,

           

          Basically you need to do this in SQL terms:

           

          select job , lender , loan closing date , loan amount from table

          union all

          select job , lender ,projected  loan closing date , -1 * loan amount from table

           

          And the use this source in same worksheet that you have attached.

           

          Basically in tableau you need to union same file twice (once with loan closing date and other with projected date with negative value of loan amount)

           

          Let me know if you want me to design the worksheet for you.

           

          Thanks,

          Ankit Bansal

          • 2. Re: Graph of running balance
            Matt Wilson

            Nice! it looks like I was able to achieve the same result just by creating a union of my one sheet in Tableau without custom SQL.