Should be possible, but I think we'll need a better idea about the data. Any chance you can anonymize your data (see Anonymize your Tableau Package Data for Sharing) or create a simple sample with fake data?
Thanks so much for the response. I have attached a packaged workbook to the post. Thank you!
What time period are we talking about here? For example, with product category a, you can increase your sales by 0.1% if you follow all the suggestions, but how long does that process take? And how many of those periods do you want to see on your chart?
I suppose it would be one years time frame. The rolling sales figure is based on 12 months.
The scenario would be something like:
- the current sales data based on 1 yr
- customer recommended to purchase 'X'
- then ideally within the next rolling sales period (1 yr) after purchase of 'X', sales would increase by % noted.
Does that help?
Thank you for your time on this!
You'd have to do a calculation like the following to see the potential sales after that 1 year period:
[Rolling $ Sales]* (1+[Sales Potential Increase])
Then you could chart it something like this. Note: I've turned off mark stacking so that the bars overlap.
Is this what you're looking for?
See attached workbook.
Another thought would be to build in some calculations so that you can specify the amount of time you want to look at. For instance, "show me the potential sales after 2 years and 2 months". That would be a bit more complex because it would involve calculations similar to those used to compound interest. But definitely possible.
Anonymized.twbx 26.3 KB
Thank you so much for your help, Ken! This will work perfectly.