Hi All,
I have spent enough time trying to work this out - I've given in and am asking for your help.
I'd like to a achieve a report that shows monthly budget (from a data set with monthly budget data per product group) and the sales (from a data set of individual sales)
Like this....
But I can work out how to handle the varying grain levels.
If anyone can help - I'd be so appreciative. I've attached a sample Tableau file. I'm trying to get the data in the file to look like the screen shot above.
Thanks in advance.
Matt
Hi Matt,
Is that what you wanted?
You've to create two calc field to get the month number and year from Sheet1 (sample sales) data source like your budget data source. When you're blending with datepart of transaction date which is somehow not getting join properly. Just create a calc fields as per below mentioned screen shot
One you done then make it discrete. Now edit the relationships
then drag the fields and measures as per screen shot.
add grand total from analytics tab
You can also add subtotals from analysis tab>Totals>add subtotals
Feel free to ask if you've any query. There is some issue I'm unable to attached the workbook.
Mahfooj
