This post covers Forecasting.

Forecasting

• At least one date dimension and one measure in the view

  • When no date dimension, numeric dimension may be used

• Connect to Superstore data source

• Drag Order date to Columns and Sales/Profit to Rows

• Drag Forecast from Analytics or Right click inside view and select show Forecast

• Now drag Segment to Columns

• Right Click and select Forecast Options and change forecast length

• Change Predication Interval

• Click Tooltip in the Marks card and edit the message

• Click ShowMe and select Table

• Task

  • Forecast Shipping cost
  • Forecast sales w.r.t Order Priority
    • Drag
      • Order Date to Columns;
      • Sales to Rows;
      • Order Priority to Rows
    • Drag Order Priority to Color
    • Drag Forecast from Analytics
    • Select Axis Label and format font size and select bold
    • Drag Measure (e.g. Sales) to Tool Tip; select forecast result and precision
    • Click toolbar tip and insert Precision of measure
      • See Precision in Estimate

• Exponential Smoothing

  • Tableau uses exponential smoothing to find a regular pattern in measures that can be continued into the future.