KNOWLEDGE BASE

How to Create a Burn-up Chart

Published: 11 Mar 2016

Question

How to create a burn up chart that shows an ideal linear burn rate from an arbitrary start to end date and a necessary burn rate from today to that same end date.

Environment

• Tableau Desktop

See the attached workbook and follow the steps below.

Step One:

Create a date scaffolding data set.

 Number 0 1

Step Two:

Create a Start and End Date Parameters

Step Three:

Create a Date Calculation based on those parameters

(In the date data scaffold source)

Date

CASE [Number]
WHEN 0 THEN [Start Date]
WHEN 1 THEN [End Date]
END

Step Four:

Create the necessary calculations

(In the project data source)

IF [State] = "Finished" THEN [Number of Records] END

Ideal Burn Rate

RUNNING_SUM(SUM([Number of Records])/(SIZE()-1)) - SUM([Number of Records])/(SIZE()-1)

Necessary Burn Rate

IF ABS(FIRST()) < DATEDIFF('day', [Start Date], TODAY()) THEN NULL
ELSEIF ABS(FIRST()) = DATEDIFF('day', [Start Date], TODAY()) THEN ZN(SUM([Finished Tasks]))
ELSE PREVIOUS_VALUE(SUM([Finished Tasks])) + (SUM([Number of Records]) - ZN(SUM([Finished Tasks])))/DATEDIFF('day', TODAY(), [End Date])
END

Step Five:

Create the View

• Columns Shelf: Date (calculation from Step 3)
• Rows Shelf: Ideal Burn Rate (calculation from Step 4) and Necessary Burn Rate (calculation from Step 4) create a dual axis.