Hello! Our audit team is currently using a Tableau line chart data viz to analyze account balances over time. What's helpful to them is that I have filter to choose account(s) they want to analyze. If they choose 3-4 accounts that might be related, it adds all of the balances together so they can get a true picture of the account. They can also click on specific accounts to break out the detail easily. I would also like the auditors to be able to analyze related accounts using a dual access chart. I'm having trouble figuring out how to have that functionality using a filter or even if it is possible, where they select 2 accounts (maybe more) and each account is populated separately on a chart? They can see whether the accounts are moving in tandem or not. Below is a doctored view to show current state they are using. Any suggestions on how I can do this? Your help is much appreciated.
Clay Montgomery
I have another idea. Since you want to check to see if multiple accounts have the exact same or different up or down slopes each month, you can start them all at 0 by subtracting the first value on 3/31/2016 for each account. Something like:
sum([currency]) - lookup(sum([currency], first())
Use that instead of the currency field (set it to calculate using account) and that'll have each line start at 0 and then you can see the exact trends. The best part is that you can do it all on a single axis and let them add or subtract as many accounts as they want.
