I need some help this morning creating a calculated field. What I am trying to accomplish may be simple, I am just not able to get it to work properly.
1.) My Tableau worksheet data is currently structured in the following format.
2.) The field labeled "2020 Volume Goal" is currently a formula that reads "SUM([Quantity])-SUM([Quantity]*1.14)" because that is how we calculated it in 2019.
3.) We are switching things up in 2020 and are wanting to hard code the quarterly goals to 11,700,000 for Q1 2020, 17,423,352 for Q2 2020, 15,644,149 for Q3 2020, and 22,522,571 for Q4 2020. 67,290,072 total for all of 2020.
4.) How would I structure the formula in the "2020 Volume Goal" field to accommodate this?
Hello Keith,
You can accomplish this with the following calculation.case DATEPART('quarter', [Order Date])
when 1 then 11000
when 2 then 15000
when 3 then 18000
when 4 then 20000
END
See the attached workbook. Hope this helps!
Please mark this answer as correct or helpful if it helps solve your question.
Robert Breen
