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Tableau Community Forums Member (Inactive) (Salesforce) asked in #Tableau Desktop & Web Authoring
Jun 20, 2019, 5:24 AM

How to Format Excel to Input into Tableau correctly to build a cashflow visual

So I've been trying for about 2 days to format my companies database and then an excel spreadsheet to show cash flows derived from assets... however I cannot find the right formatting to either join two database tables or a database table based and excel sheet off of the unique asset ID or overall asset pool ID

 

Any help or suggestions are greatly appreciated.

 

Thanks!

6 answers
  1. Mahfooj Khan (Beinex Consluting)
    Jun 20, 2019, 7:19 AM

    Hi,

     

    As per my understanding you are looking for below visual representation. Don't get confuse with the right side axis (its cumulative numbers) which is not synchronized intentionally. It was clients requirement.

    Hi, As per my understanding you are looking for below visual representation. Don't get confuse with the right side axis (its cumulative numbers) which is not synchronized intentionally.

    And I guess your excel data structure is like this. Its a dummy data.

    pastedImage_1.png

    Let me know if I'm correct then will tell you how to achieve the above graph using above dummy data.

     

    Mahfooj

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