3 Replies Latest reply on Nov 24, 2018 12:04 PM by Shinichiro Murakami

    Calculated fields with different rolling dates for filter

    Juan Melo

      Hello Everyone,

       

      I am trying to calculate a KPI based on two financial vairables—net profit and total assets. The formula is given by net profit/total assets. The main problem I have is when applying filters to this calculated variable in tableau, since when it aggregates over periods (months, quearters) it sums both variables. But in the calculaiton it should keep the value of total assets fixed to the last month. So the filter distorts the calculation.

       

      I imagine I can achieve proper aggregation for each variable (net profit and total assets)  with an LOD expression, but not sure how to go about it. Should I fix the value of total assetsto MAX([date]) ? {FIXED : MAX([date])}

       

      Would really appreaciate some help here