Thank you ketttan! I need to implement the solution that will compare current year/quarter/month to analogical period of time in previous periods. And that works for me! Thanks to that solution we may compare also whole periods and partial at the same time.
great post but i am struggling with one piece. I have replicated everything in my workbook. the only thing that is giving me a headache is the following.
Instead of showing the Average % only for the last year, as in your sheet Calculate Full Year Sales. I get ALL values or None. I have also exactly replicated your Table Calulation.
My table calculation seem not to respond as your on the restarting every instruction. any idea what this could be?
of do I have to do something different to only get the
I don't know how to answer your question. I never had a professional occasion to learn myself mentioned projected-year-solution and haven't been a Tableau customer for a long time and therefore removed Tableau from my list of things to learn.
I recommend you to attach a workbook with dummy data because it makes it possible for helpers to try to find an answer. This will likely attract several helpers. You might need to post it in Forums to get their attention. If you do, please make a link to it in this thread so it also can be found from this thread.
This post changed my life!! Thank you!!
Thanks. Everytime I see this comment, I smile
I found my mistake
In Rebecca's example she had 3 years of history. My Dataset only contains two year of history.
After changing the Lookup to
((LOOKUP(ZN([YTD as % of Total COGS]), 1))
+(LOOKUP(ZN([YTD as % of Total COGS]), 2))
All worked fine!
Glad to hear! Also thanks for sharing what solved your issue. It will probably sooner or later help someone else who wants to use Rebecca's solutions.
Thank you very much kettan, for this workbook.
It has been of great use on my latest project. It will definitely be part of my regular analysis toolkit.
Hi Kettan, I'm new to the community and looking to do exactly this. I've downloaded the V2a and tried to replicate, however I'm not getting the same results. Is there a "step by step" guide contained here that I'm not seeing? I created the Today Parameter, the Order Data Unified calculated field and the YTD Comparison calculated field... however I think maybe I've missed a step along the way?
thanks for your help!
Welcome the the community, Amy!
Is there a "step by step" guide contained here that I'm not seeing?
Yes, see the 5 animations (gif) in the main message of this thread. Hopefully this is all you needed to find the missing step.
Just so you know, I am currently not a user of Tableau. I mention this in the context of being reluctant to use time (hours, days, weeks) on improving the documentation ... even if another part of me would like to present this YTD YOY method in a clearer language. In addition I don't have the most recent version of Tableau but stocked with 9.0. That said, it should be a small thing to help you, but difficult without seeing your workbook.
If only a feature like Show and document how a workbook was built was a built-in part of the product, then step-by-step guides would always be instantly available! You may influence Tableau to do so by up-voting mentioned idea.
Thanks for providing this elegant solution to an often needed visualization!
WOW WTD Bar Chart
I am too tired to explain this (bedtime in my time zone), but hope attached workbook explains itself.
Jóhan aka Kettan
IF DATETRUNC('week',[Order Date]) = DATETRUNC('week',[Today]) THEN "Sales WTD This Week"
ELSEIF DATEPART('weekday',[Order Date]) <= DATEPART('weekday',[Today]) THEN "Sales WTD Previous Week"
ELSE "Sales after WTD"
Sales This Week
IF DATETRUNC('week',[Order Date]) = DATETRUNC('week',[Today]) THEN [Sales] END
Attached Workbook Version: 9.0
WOW WTD Bar Comparison v1.twbx 75.7 KB
Looking for something around MoM?
Wow! This is amazing! Thanks for sharing!! This is way better than what I was going to do! I may even reformat how I visualize my comparisons now. I LOVE that the end user can specify the date for comparison. Way to go!!