Calendar years run from January 1st until December 31st, but an organization’s fiscal year might start in a different month. In this week’s challenge, a company’s fiscal year runs from October 1st through September 31st. Let’s see how this company performs.
Configure your workbook as follows:
- Dashboard size: 800 x 500
- # of Sheets – up to you
- Set the default fiscal year to start on October 1st.
- Build a dashboard that shows the Sales and OPP values.
- Sales: Account Number starts with 5
- OPP: Account Number starts with 5 and 696
- Create a horizontal bar chart – for Sales and OPP value – that shows the Current FYTD Period and the line that represents the Prior FYTD Period/Budget based on a Parameter Selection.
- Show the exact differences and % differences between the Current and Prior Period/Budget as KPIs.
- The color of the Current Period is based on the % difference. If the Revenue is less than Budget then it is a Red.
- Difference > 5% | # 008682 – Green
- -5% = < Difference <= 5 % | # FFE00A – Yellow
- Difference < – 5% | # D81159 – Red
- Allow the user to set the Budget of Sales and OPP in million. Show these parameter boxes only when the FYTD vs. Budget FYTD is selected.
- Create a line chart – for Sales and OPP value – that shows the Current and Prior Monthly Period.
- FY 2019 #6C6C6C – Dark Grey
- FY 2020 #5557EB – Purple
When you publish your solution on Tableau Public make sure to take the time and include a link to the original inspiration. Also include the hashtag #WOW2020 in your description to make it searchable!
After you finish your workout, share on Twitter using the hashtag #WOW2020 and tag @AnnUJackson, @LukeStanke, @_Lorna_Brown, @HipsterVizNinja and @IvettAlexa