Using LODs instead of WINDOW

As a consultant, I am asked to find solutions to a variety of issues. Last week, I was working for a client that had created a dashboard to track when values were outside of expected ranges (any monthly value falling outside two standard deviations from their three-year average). The dashboard showed monthly indicators for 37 months (the current month and 36 months prior).

To demonstrate the issue, I have replaced the data source with Superstore. You can download the accompanying workbook from Tableau Public.

WINDOW

This view was ideal for their analysts, in that they could see historical trends of these indicators. However, the supervisor wanted a more summarized view – one that would only show those subcategories outside of the norm for the current (or selected) month.

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