Introduction:
Unless you set up your visualization just right YTD Total, Year over Year Growth and YTD Growth are unavailable:
A search of the Online Help does not produce an article explaining how to set up a visualization so these filters become available. A search of the Knowledge Base produces an article on Table Calculations:
But this only mentions the need for a date field being in the view. It does not go on to mention what else is required. So this TabWiki explains how to make these Quick Table calculations available.
Discussion:
Starting with the first screenshot above, turn the YEAR(Order Date) pill from continuous (green) to discrete (blue). This will make the Year over Year Growth Quick Table Calculation available:
Then to make the YTD Total and the YTD Growth available you need to be displaying a level of detail that is less than a year. So putting a Quarter/Month/Day into the view makes these two Quick Table Calculations available:
Summary:
YTD and Year over Year Quick Table Calculations become available when:
- A date field is in the view
- The date field is discrete
- The date field is aggregated to less than a year
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