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Hide Calculated Field in the 12 Month Sales Forecast

Hide Calculated Field in the 12 Month Sales Forecast

Aug 6th, 2022

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How to Hide Calculated Field in the 12 Month Sales Forecast

4.6 out of 5

59 votes

In this tutorial, Danielle Steinberg demonstrates how to build a rolling forecast model using standard Excel formulas, without relying on specialized software. The finished model will feature a chart to compare actual results with forecasts and will include a section for assumptions. The model is designed to roll forward for 12 months at any point in time. Danielle explains the setup, starting with a designated start date that drives the rolling process, calculated as the current month plus 365 days. She incorporates conditional logic to display actual results up to the current month and budget figures beyond that, as well as some flags for organization.

Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

Why cant I hide a field Tableau?

In general, if a column is grayed out, it means, the column is not used anywhere and option Hide All Unused field is selected along with option Show Hidden field. Just un-check the Show Hidden Field option.

How do I hide a calculated field in Tableau?

Hiding unused fields in Tableau Simply right click on the field and select Hide. Note, you can quickly hide all the unused fields by selecting Hide All Unused Fields on the drop-down menu at the top right corner of the data pane.

How do you calculate last 12 months sales in Tableau?

Answer Go to Analysis Create Calculated Field. Enter the following calculation: IF (DATEDIFF(month,[Order Date],TODAY()))

Can you hide a field on Tableau?

Simply select the fields you want to hide then right-click and select Hide from the menu.

How do I hide one field label in Tableau?

To hide or show field labels, select Analysis Table Layout Show Field Labels for Rows or Show Field Labels for Columns.

How do you exclude a calculated field from a filter in Tableau?

Option 2: Create a Calculated Field Select Analysis Create Calculated Field. Name the field as desired. Place the following formula into the formula window: IIF([measure]=0, Exclude, Include) Click OK. Place newly created calculated field on the Filters shelf. Select desired filter option, Exclude or Include.

Can you forecast with one year of data?

The absolute minimum amount of data that you need to create a monthly centre forecast is 13 months of data, but it will not be very good. It is generally said that three years of data is needed to work out both trend and also seasonality. The ideal amount is five years.

How to exclude current month in Tableau with a calculated field?

Answer Go to Analysis Create Calculated Field. Enter a name, e.g. YTD - Exclude Last Month. Enter the formula: DATEDIFF(month,[Order Date],Today()) 0 AND DATEDIFF(year,[Order Date],Today())= 0. Click OK. Drag this new field onto the Filter shelf and select True. Click OK.

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