Hi All,
I have a question about how to create a table that shows everything in the exact order as the image below:
The 4 columns on the right is from excel and the left 4 columns came from Tableau. My assignment is to build everything in Tableau. For some reason, when I tried to build the 4 columns on the right it is not lining up correctly. Refer the highlighted columns below:
One of my coworker told me to build the columns individually using IF STATEMENT inside Tableau so I can line them up like how I want it. Does anyone know how to build the columns using IF STATEMENTS so it would line up like how I want it in the first image?
Here are the Dimensions and Measures I have in my data source:
Thank you Tableau Community in advance! I could provide me information if needed.
Hi Robert!
Thanks for responding, but I got it figured out. Basically what I did was I created 3 individual IF DATEDIFF statements for 2018 Actual, 2019 Actual and 2019 Budget. After that I just did a difference calculated query to find the difference and percent difference.
if DATEDIFF('year',[Close Date],TODAY())=1 then [Total] END
if DATEDIFF('year',[Close Date],TODAY())=0 then [Total] END
IF DATEDIFF('year',[Close Date],TODAY())>=12 then [Total] END
sum([2019 ACTUAL]) - sum([2019 BUDGET])
[ACT vs BUDGET MTD]/sum([2019 BUDGET])
sum([2019 ACTUAL])-sum([2018 ACTUAL])
[ACT vs PY MTD]/sum([2018 ACTUAL])
It ended up looking like this:
I do have another question. Do you know how to subtract subtotals? I am building a P&L for this and I would like to know how to subtract all the Revenue accounts with Expenses accounts to get EBITDA.
Do you know a query to do that?
Your help is appreciated.
Thanks!
