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
use a date specifci value by cart
set the table calc
reset the sort
and plot the average
Your book with the solution is attached
Jim
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