Please see if below and attached (2018.2) workbook approach meets your needs? I did need to change your Dimension Year to Date in order to make this work. If this answers your question, please mark this response as correct. Thx, Don
workbook 6.twbx 313.4 KB
Thank you for your help, and that's what I am actually looking for. Please can you please provide a comment explaining what each character in calculated field means.
As for the second one, I want to create a forecast model, whereby I will be able to forecast gift amount for subsequent years, quarterly. let say i want to know expected total gift amount in 2nd quarter of 2016.
Thank you, I am really grateful.
Thank you for your help. What does the % operator does in the calculated field?
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This is the modulus operator. It returns the remainder of the division.
1967 % 10 = 7, which is the remainder after dividing 1967 by 10
So 1967 - (1967 % 10) = 1967 - 7 = 1960.
The dataset you posted, is have already aggregated to year, so you don't have quarterly level data to use to forecast.
It is using the MakeDate function, taking the year from [Year of Graduation], then adding a month (1) and a day (1) to equal a date format: yyyy/d/m; then uses multiplication and division to group years into groups of 10. The modulo function as Nick Parsons described will also function in the same manner.
As we both noted, there aren't any actual dates for [Year of Graduation], that field is already aggregated up and so we can't provide true 'quarters' as a result. When I cast it as a Date it made each year '1/1/yyyy' so a pseudo-quarter could be displayed. You'll need actual graduation dates in order for that to function in the manner you'd like.
Lastly Forecasting Help is located here: How Forecasting Works in Tableau Not sure that it will work for what you're trying to do...
Hope that helps! Thx, Don