2020 Week 17: Can you calculate Weekday Runrate?

Tableau, Workout Wednesday / By

Introduction

My second challenge for the year!!! This week we are looking at calculating Run Rate based on Weekdays. This challenge is a real time work scenario that I came across last week and it was bit of a struggle to get it working based on just the weekdays. My solution might be a bit complicated but I can’t wait to see what you all come up with!

Click to open in Tableau Public

Requirements

  • Dashboard Size: Phone Layout
  • # of Sheets – 1
  • Create 1 sheet
    • Show Region, MTD Sales, Run Rate and Plan as text on the left
    • Show Run Rate as a bar and Plan as a line on the right
    • Calculate MTD  – Month To Date
    • Calculate Run Rate – (MTD/No. of days so far)* No. of days in a month. Be mindful to use only weekdays in your calculation
    • The color of the bar is based on the Plan. If the Run Rate is less than Plan then its a Red
    • Do note that Plan number is a monthly plan whereas your other fields are daily
  • Formatting
    • For the numbers on the left
      • Font: Tableau Medium; Size: 12; 
      • Color: Plan – #000000; Run Rate if less than Plan #e03426 else #606b76
    • Title – Font: Tableau Medium; Size: 20; Color: #606b76
    • Finishing Elements
      • Create a title with dynamic data until date field

Dataset

Data set is prepped by me. The dataset has 2 sheets – Actuals & Plan

 You can get it here at data.world

Attribute

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!

Share

After you finish your workout, share on Twitter using the hashtag #WOW2020 and tag @AnnUJackson, @LukeStanke, @_Lorna_Brown and @LosaniMeera

Solution

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