Point it at your own export; 8 calculated fields do the maths. Budget burn against contracted value, unbilled value, gross margin on your cost rate, days past due, and a red-amber-green rating that only rates live work. Tableau Desktop's free trial runs 14 days — hand-writing these formulas is what eats it. 5 views and 1 dashboard, and the .twb carries no data: it reads the CSV sitting next to it, so the hours you worked but never billed stop hiding inside a 4,000-row export.
Formula: SUM([Actual Hours]) - SUM([Planned Hours])
Uses: Actual Hours, Planned Hours
Formula: SUM([Actual Hours] * [Cost Rate]) / SUM([Planned Hours] * [Billable Rate])
Uses: Actual Hours, Cost Rate, Planned Hours, Billable Rate
Formula: SUM(([Actual Hours] - [Billable Hours]) * [Billable Rate])
Uses: Actual Hours, Billable Hours, Billable Rate
Formula: (SUM([Billable Hours] * [Billable Rate]) - SUM([Actual Hours] * [Cost Rate])) / SUM([Billable Hours] * [Billable Rate])
Uses: Billable Hours, Billable Rate, Actual Hours, Cost Rate
Formula: IF [Status] = 'Complete' THEN DATEDIFF('day', [Planned End Date], [Actual End Date]) ELSE DATEDIFF('day', [Planned End Date], TODAY()) END
Uses: Status, Planned End Date, Actual End Date
Formula: IF [Status] = 'Complete' THEN 'Closed' ELSEIF [Planned Hours] = 0 THEN 'Grey - no baseline' ELSEIF [Actual Hours] > [Planned Hours] THEN 'Red - over hour baseline' ELSEIF [Days Past Due] > 0 THEN 'Red - past due date' ELSEIF [Actual Hours] >= [Planned Hours] * 0.85 THEN 'Amber - 85 percent of hours used' ELSE 'Green - on plan' END
Uses: Status, Planned Hours, Actual Hours
Formula: SUM([Billable Hours]) / SUM([Actual Hours])
Uses: Billable Hours, Actual Hours
Formula: SUM([Billable Hours] * [Billable Rate]) / SUM([Actual Hours])
Uses: Billable Hours, Billable Rate, Actual Hours
| Column | Type | Role |
|---|---|---|
Project Name | string | dimension |
Client | string | dimension |
Project Manager | string | dimension |
Status | string | dimension |
Planned Start Date | date | dimension |
Planned End Date | date | dimension |
Actual End Date | date | dimension |
Planned Hours | real | measure |
Actual Hours | real | measure |
Billable Hours | real | measure |
Billable Rate | real | measure |
Cost Rate | real | measure |
Project Name,Client,Project Manager,Status,Planned Start Date,Planned End Date,Actual End Date,Planned Hours,Actual Hours,Billable Hours,Billable Rate,Cost Rate
File you connect: project_time_and_budget.csv
This page is the working piece. The full pack has everything below.
Point it at your own export; 8 calculated fields do the maths. Budget burn against contracted value, unbilled value, gross margin on your cost rate, days past due, and a red-amber-green rati
Two figures you can check before you buy, both published by Tableau itself. Tableau Desktop is offered as a 14-day free trial, and Tableau Public is free with no time limit — so the software is not the cost here, the person who wr
Buy the full version — $12