I'm creating a forecasting extension for my dashboard where users can input data for specific dates (e.g., FY26Q1) and then see how this affects other areas of the dashboard.
One of the calculations is called 'Risk Prediction' and I'm trying to create a calculated field using the following format to tell a user whether the risk for this certain date would be above or below target:
IF SUM([Risk Prediction]) > ([Risk Target]) THEN 'Risk is Behind Target'
ELSE "Risk is On Target"
END
However, I've not currently got a function in front of risk target as I don't know what to put there. Risk Target is currently from a table in excel that has specific targets for the first date of each quarter. I want to know how to have the calculated field use the risk target from the specific date that the dashboard is on (note that the date for this specific sheet is controlled by a parameter where users select which FY.Q. they want to select).
Hi @Harvey Anon,
Are you able to provide a workbook example here, as it makes it much easier to see what you have tried and how your data is structured, there's an example on how to create an anonymous version here.
https://community.tableau.com/s/anonymize-tableau-package-data
If I'm understanding the second part of your question, your issue is that you don't have the risk data in a way that it can be used along with a selected date? If so you should be able to do this with relationships, but without an example it's difficult to give a full solution.
