2023: Week 45 - Fill Down

 Created by: Carl Allchin 

With the release of Tableau Prep Builder 2023.3, a long awaited feature of Fill Down was finally added to the tool. This is a common task when working with file based data or outputs of non-data focused systems. Within 24 hours of the beta version was released, I had used the feature twice to save me hours of work and rework. 

This challenge stems from the those tasks. I've mocked up the data but the data structure is real. It's based on a report that can be extracted from the accounting software called Xero. 

I know lots of Preppers don't use Tableau Prep but thought the task would be a useful challenge as you to are likely to come across the challenge when working with the same inputs. 

Input




Requirement

  • Input the data 
  • Separate the Project Name from the financial transactions in the Project Field
    • Financial Transactions have either Invoice or Expense in the name
  • Fill in the field if there are any nulls 
    • Hint: If you are using Prep, you might need to make a change earlier in this flow.
  • Remove any Project Name rows that don't contain any Cost or Invoiced Amounts
  • Total Expense and Invoiced Amounts per Project 
  • Work out Profit per project (Invoiced Amounts minus Expenses)
  • Output the results

Output


4 data fields:
  • Project Name
  • Invoiced Amount
  • Cost
  • Profit
3 rows (4 incl. headers)

You can download the output from here.

After you finish the challenge make sure to fill in the participation tracker, then share your solution on Twitter using #PreppinData and tagging @Datajedininja, @JennyMartinDS14 & @TomProwse1

You can also post your solution on the Tableau Forum where we have a Preppin' Data community page. Post your solutions and ask questions if you need any help! 

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