#WOW2022 | Week 10 | Sales Budget “Burndown” Chart

This week’s challenge is all about Table Calculations (everyone’s favourite topic!). The challenge was inspired by a question from my colleague, Jenny Martin, which I have adapted for us all to work with.

Note: The dataset has been adapted from Superstore, make sure to download the version provided.

On a side note, a few months ago I made it my mission to try to understand Table Calculations a bit better. I decided to put together a resource to share what I learned. If this topic feels daunting to you, then I recommend having a read through my workbook Table Calculation Configuration Guide

• Dashboard Size: 1000 x 800px
• 1 sheet
• TABLE CALCULATIONS ONLY (Everyone’s favourite!)
• Create a line chart that displays Sales by Month, where the Sales field acts as a “Budget” so we start from the Total Sales amount and decrease by the Sales Amount month-by-month.
  • • The Sales Budget should only decrease for dates in the past, up to the current date
    •  For dates in the future, the Sales Budget value should remain constant
• Add a line for the “Estimated Budget” which shows the trend you would see if the budget were to decrease by a constant amount each month (you will need to write a calculation for the Estimated Budget).
• Shade the area that relates to dates in the Future
• Match tooltips and formatting (line colour: #be469a)

Bonus:

•  Display the “Remaining Budget” as a KPI at the top of the page
• Calculate the difference between the Actual Remaining Budget and the Estimated Budget for each month. Display this value in the tooltips