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How to Get the Date When Running Sum Exceed a Threshold


Published: 15 Jun 2020
Last Modified Date: 15 Jun 2020

Question

How to get the date on which running total exceeds a threshold.
 

Environment

  • Tableau Desktop

Answer

1. Create a calculation field [RunningSum] 

RUNNING_SUM(SUM([Value]))

2. Create a calculation field [DateMeetGoalOn]
WINDOW_MIN(IF [RunningSum]>=100 THEN MIN([Date]) END)

3. Drag the [DateMeetGoalOn] to Rows shelf and set the calculation direction as below.

[DateMeetGoalOn] :
[Special Dimension] > check [Month,Day,Year of Date]

[RunningSum ]:
 [Special Dimension] > check [Month,Day,Year of Date]
※Please find the attached video "Example.mp4 " and "Example.twbx" for more details.
 
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