Tableau Forecasting: How It Works + Practice Questions

How to add a forecast: build a view with a date (continuous or discrete date part, but not Exact Date) and a measure → Analytics pane → drag Forecast onto the view (or right-click → Forecast → Show Forecast).

Setting Default / options
Model exponential smoothing; Automatic · Automatic without seasonality · Custom (trend & season: none/additive/multiplicative)
Prediction interval 95% by default; 90%, 95% or 99% (or none)
Forecast length automatic, or set exact periods/until
Source data can ignore the last n periods (e.g. a partial current month)
Describe right-click → Forecast → Describe Forecast shows the model, AIC and quality

When forecasting is unavailable: the view has table calculations, disaggregated measures, percent calculations, totals/subtotals, or the date is Exact Date.

Related practice: trend line practice questions · Analytics pane practice questions (2.8) · Data Analyst study guide

FAQ

What forecasting method does Tableau use?

Exponential smoothing, with automatic or custom trend and seasonality.

What is the default prediction interval?

95%. You can change it to 90% or 99% under Forecast Options.

Why is Forecast greyed out in my view?

Forecasting is unavailable when the view has table calculations, disaggregated measures, percent calculations, totals or subtotals, or an Exact Date field.

Sources: How forecasting works · Create a forecast · Describe a forecast

Answer this question using the Australia Labor Force data. Using Tableau's default monthly forecast, what is the predicted value for April 2014?

Answer this question using the Australia Labor Force data. Using Tableau's default monthly forecast, what is the upper value for the 99% prediction interval for the April 2014 forecast?

Be sure to click Submit Quiz to see your results!

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