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Hello everyone!

 

Thanks in advance for your help!

 

I am building a dashboard to give insight to how the forecasted cost for an item changes over time, until it is delivered to the customer.

For example, we are building golf carts for customers and forecast the cost every quarter.  The cost forecast changes between when we sell the golf cart and when we deliver it to the customer.

So for Cart 1, I want to show how the forecast has changed from 3 forecasts before the cart was delivered, to 2 forecasts before the cart was delivered, to 1 forecast before the cart was delivered, to the first forecast in which the cart was delivered.

 

I have created a calculated field to establish the first forecast in which the cart was delivered:

{FIXED [Cart]: MIN( IF [Status]="Delivered" THEN [Forecast Scenario] ELSE NULL END)}

 

Now, I want to rank all of the forecast records before delivery (by date) for each cart.

For example, if Cart 1 was first forecasted as delivered on 9/1/18 and was forecasted two times prior, then I want to rank the forecast record on 6/1/18 as 1 (last forecast before the cart was delivered) and rank forecast record on 3/1/18 as 2 (second last forecast before the cart was delivered).  Please see data points for Cart 1 below.

 

I have also attached my .twbx.   Thanks!

 

CartStatusForecast Date1Sold3/1/20181Sold6/1/20181Delivered

9/1/2018

28 answers
  1. Sep 3, 2019, 7:47 PM

    use a date specifci value by cart

    use a date specifci value by cart set the table calcreset the sort and plot the average Your book with the solution is attachedJimIf this posts assists in resolving the question, please mark it helpfu

     

    set the table calc

    pastedImage_1.png

    reset the sort

     

    pastedImage_2.png

    and plot the average

    pastedImage_3.png

     

    Your book with the solution is attached

    Jim

    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.

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