How to Get the Date When Running Sum Exceed a Threshold
Published: 15 Jun 2020 Last Modified Date: 08 Jul 2022
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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