4 Replies Latest reply on Nov 9, 2018 8:26 AM by Shinichiro Murakami

    Waterfall chart

    Kristina Slavuljica

      Dear Community,

       

      Can anyone help me to replicate the attached excel messy calculation in Tableau?

       

      Don't even know where to start...

       

      Thanks

       

      Kristina

        • 1. Re: Waterfall chart
          swaroop.gantela

          Kristina,

           

          Thank you for the new post. I see more clearly now your goal and the messiness of it.

           

          I only got to a first step. Hopefully others in the Community can provide more direction.

          I'm not sure if you are going to like this route, because I sought to avoid LOOKUPS

          and used a parameter for month selection.

           

          Your first data set was row level, but your new sheet is month aggregated, so I started with that.

          -I pivoted all the months into one column.

          -I created a month parameter

          -[Selected Month Value]

              { FIXED [Brand] : SUM ( IF [Select Month] = [DataDate (Months)] THEN [Pivot Field Values] END ) }

          -[Previous Month Value]

              { FIXED [Brand] : SUM ( IF DATEADD ('month',-1,[Select Month] ) = [DataDate (Months)] THEN [Pivot Field Values] END ) }

          -[Month Difference]:

              [Selected Month Value]-[Previous Month Value]

           

          I think this avoidance of LOOKUPs allowed for easier sorting of the Brands in decreasing difference.

           

           

          The part about showing the previous month on the left and the current month on the right will be trickier.

          I haven't broached that yet.

           

          Please see workbook v18.1 attached in the Forum Thread:

          Waterfall chart

           

           

          286601waterfall2.png

          • 2. Re: Waterfall chart
            Shinichiro Murakami

            Pretty much tricky.

             

            1. label and real month is different by one month

            2. latest month comes left and previous comes right.

             

             

             

             

             

            Thanks,

            Shin

            1 of 1 people found this helpful
            • 3. Re: Waterfall chart
              swaroop.gantela

              Shinichiro,

               

              Brilliant work, as always!

              You are the King of Unions!

              • 4. Re: Waterfall chart
                Shinichiro Murakami

                Without tricky part (these were Very complicated), waterfall with this approach is one of typical way to use self union.

                 

                Thanks,

                Shin