I am a beginning Tableau user.
I want to move my customers from excel driven reporting to Tableau driven reporting. Besides graphs there are also tables included in the dashboard that I currently have in excel.
In order for me to make the transition I need to be able to do all in Tableau.
Below is an example of the test table report that I am required to produce. It provides the Current Year (CYR) Actual results/outlook. Next to it is the delta between the actual vs the Budget, vs the prior forecast and vs Prior Year (PYR).
In the data table is a column for the data and there is a column that indicate if the data is ACTL/OUTL or PO or Prior Forecast.
How do I do this in view in Tableau? I included a test data tableau report with similar data
File is now attached
Hi Robert,
only the screenshot of the table was included in the original post, the workbook is missing.
