How to Calculate Moving Average?

man people woman coffee


Moving Average in Tableau is one of the most useful metrics used to analyze various metrics of the business data. A Moving Average provides at a glimpse of how the specific metric is performing with time. Based on our need, we can customize how many specific months or weeks we can consider to calculate the Moving Average.

Read more: How to add a Filter to a Dashboard? »

Tableau Calculate Moving Average
Tableau Calculate Moving Average

Steps to Calculate Tableau Moving Average

Let us assume a scenario where we have to calculate the Moving Average of Sales of the prior 5 months and including the current month. Hence at any point of time, our chart will show a figure which will represent the Average value of the previous 5 months, and that specific month inclusive. This can be achieved as shown below.

Tableau Calculate Moving Average
Tableau Calculate Moving Average Complete Guide

We choose a metric that we want to show, in this case Sales. We also add Month and Year for a range of our choosing. Then on further customizing and including the Moving Average logic, we have created a chart that is showing us the Moving Average of each point of time in the Chart based on our defined criterion.

Keep reading: Tableau Desktop Specialist Certification Questions »

Loading RSS Feed

Why Create Moving Average

It is important to note that Moving Average is a very useful metric that can be used in a variety of ways. Businesses can use it to perform cohort analysis on a variety of dimensions. Different dimensions can be combined with different sets of metrics to get further insights from the data. Businesses can thus utilize the Tableau Moving Average values to make key decisions based on the insights gained. We can also use Tableau Labels in our charts in different ways so that even if the chart if designed differently, we can still show the Moving Average as an annotation or a metadata when the user interacts with the Tableau dashboard. This will allow us to create enriching Tableau dashboards with enhanced insight capabilities.

Keep on Reading: Tableau Data Analyst Certification Questions »

Get our Most Popular Downloads

Download the most popular scenario-based Tableau Workbooks in .twbx format. Used by thousands of Tableau developers and job aspirants every day to improve and fine-tune their CV and Tableau Public profile. Join the largest Tableau Experts Social Group.

Tableau Banking and Financial Dataset Analysis Download
Banking & Financial Dataset Analysis

Financial Domain Tableau Dataset and Analysis. The most important domain in today’s industry. Analyze Key Performance Indicators. Discover Risky and Fraudulent Outliers. Download the Tableau Packaged (.twbx) Workbook. Includes a complete Financial dataset analysis. Enhance your Data Analytics experience with our skilled analysis.

Tableau Healthcare and Hospital Dataset Analysis Download
Healthcare & Hospital Dataset Analysis

Hospital and Healthcare Domain Tableau Dataset and Analysis. A key field of study with millions of lives at stake. The most sensitive industry today. Download the Tableau Packaged (.twbx) Workbook. Understand how healthcare datasets work. Includes a complete Healthcare dataset with analytical charts. Explore Tableau interactive features with this download.

Tableau Insurance Dataset Analysis Download
Insurance Dataset Analysis

Insurance Domain Tableau Dataset and Analysis. Important domain specific metrics and data. Learn how to visualize important metrics. Show outliers and insightful data points. Download the Tableau Packaged (.twbx) Workbook. Includes comprehensive analysis of Insurance data of a large sample population. Uses industry standard analytical practices.

Tableau Practice Test

The best Tableau practice exams built. Period. Explore definitive practical problems created by brilliant Tableau experts.

Get in Touch

Contact Us
Write for Us

Published by Rahul Bhattacharya

Rahul is a journalist with expertise in researching a variety of topics and writing engaging contents. He is also a data analyst and an expert in visualizing business scenarios using data science. Rahul is skilled in a number of programming languages and data analysis tools. When he is not busy writing, Rahul can be found somewhere in the Appalachian trails or in an ethnic restaurant in Chicago.

One thought on “How to Calculate Moving Average?

Leave a Reply