Hi Everyone,
I am having a hard time figuring out how to use tableau calc results in other calculations. I want to use an approach that doesn't involve me tweaking my model. I really want to find a way to resolve this within Tableau.
I've put together a sample set of data and a step by approach outlining what I need.
Closing BalanceNew Customer $Running Total New CustomerDifferenceFY 2015Q1150,00050005000145,000Q250,0002500750042,500Q3335,0009008400326,600Q490,0001200960080,400FY16Q146,00080080045,200Q2123,00023003100119,900Q355,00080001110043,900Q459,0004001150047,500
Step 1: I have determined the Closing Balance value by quarter
Step 2: I have determined of the Closing Balance what portion is contributed to New Customers
Step 3: I have created a table calculation : Running Total New Customers at the Level of Fiscal Quarter
Step 4 [WHAT I CAN'T FIGURE OUT]: I now need to take the Difference between Closing Balance and the Running Total New Customer.
I thought another table calculation might achieve this by doing Difference > Across but this option is not available....
Any thoughts on how to achieve this?
Cheers,
Meghan
Ok Tableau Support helped me isolate the step I was missing. This is what I ended up doing:
(1) Created a calculation called "Difference" with the following code:
SUM(Closing Balance) - RUNNING_SUM(SUM(New Customers))
(2) Dragged the "Difference" calculation to the "Measure Values"
(3) You will see the Table Calculation symbol appear. I then make sure to change the field to Compute using > Fiscal Quarter
Thanks again for your help!
