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)
- 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
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 #WOW2022 in your description to make it searchable!