3 Replies Latest reply on Oct 9, 2018 9:20 PM by Deepak Rai

    Straight-line calculation...possible?

    Joshua Haznedar

      Hi there, Fairly new to Tableau and was hoping that someone can assist or direct me to the right solution.  Note that I usually do this in excel, but my hope it to do it within Tableau going forward.  Here is my challenge...

       

      My source data for budget entries comes in 3 columns (red text): Start Date, End Date, Budget Amount.  For example, start date=2019, end date=2024, budget amount=$100,000.00.  In excel I divide this amount by the number of years and create a set of new columns as shown below.  Can this be accomplished in Tableau? Note that as shown below, some other rows will have different data ranges and amounts.  I am looking for an automated way to calculate the spend and for tableau to create the additional year columns.  I am open to other ways to accomplish this.  My main goal is to estimate/forecast total amount to be spend in a given year for all projects (i.e., 2022, 2023 etc.) . Thank you...

       

       

       

      Start DateEnd DateBudget Amount 20192020
      2022202320242025
      Jan 1, 2019Jan 1, 2024$100,000.00$10,000$10,000$10,000$10,000$10,000
      Jan 1, 2019Jan 1, 2025$120,000.00$20,000$20,000$20,000$20,000$20,000$20,000