see the attached
I converted the table calcs to actual formulas and made this change to the running sales
it now returns this
If this posts assists in resolving the question, please mark it helpful or as the 'correct answer' if it resolves the question. This will help other users find the same answer/resolution. Thank you.
Example SvT problem_v10.2.twbx 20.2 KB
Create a calculation like below
IF ATTR(YEAR(TODAY()))=ATTR(YEAR([Month])) AND
Replace the running sum of Sales with the calculation 2 and you will get the O/P:
Check the final O/P:
Hope this helps
Plz mark this answer as correct or helpful to close the thread
Example SvT problem_v10.2.twbx 27.8 KB
You can tell the running sum to stop after a certain month.
In the attached I made a running sum calc of my own. (You can't do this with a quick table calc.) To get the syntax of the quick table calc, just drag your quick calc into your calc editor, and tableau will expand the underlying syntax for you.
Then I made a LOD calc to find the last date with sales data. (See [Last month with...].) Then I used that to insert nulls for all the months after that date. (If you don't give an ELSE clause with an IF statement, the default for ELSE is null.)
I put that value on labels. You can just replace your quick calc for running sales with this one to get the viz you want.
Example SvT problem_v10.4.twbx 21.4 KB
Thank you so much Jim, Naveen and Joe
This is just what i needed.
All the best