Morning all,
I am working in Version 2018.1 and attached is a TWBX of some sample data and a mock up of the viz that I am working on.
I am trying to make a viz that helps managers to see if their forecasted spending is accurate and I think I have the right calculation to do this. If in your opinion, what is the right calculation. I figure that I need to show the difference between the forecast amount and the spent amount by each month.
At the top of the viz I have placed the forecast amount and the spent amt as line charts and down below I show the difference each month in a percentage. What do you think?
Additionally, I would like to color the percentage bars down below based upon a +/- 10% threshold of the forecasted amount. In other words, if the spent amount was greater than or less than 10% of the forecasted amount then color RED ELSE color GREEN. This will highlight areas where the forecast was off.
This is the first time I have made such a chart and used a calculation like this. Any help would be appreciated.
Thank you,
Scott
Jim Dehner I know you are pretty good at calcs.
good morning
I would look to using a color code on the line and bar charts like this
note always use aggregates in the calculated field so yo can control how the data is combined in your formula
Jim
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