Ah, new to Tableau and trying to recreate something done in Excel. We've all been there. I can't tell you much without seeing how the data is set up in the source. But as a tip, I suspect you will need 1 worksheet for the Current Month, 1 for the FYTD, and another for the 6 month trend. Then you'll want to line those up on a dashboard.
I'd say start with the 6 month trend first. You'll want to use a calc for a rolling 6 month period. This one might work for you and is set with September as the FY start:
DATEADD('month',-6, TODAY()) <=DATETRUNC('month',([Date field]))
AND [Date field] <=TODAY()
Put that on the filter and select true.
Hope that helps get you started.
Thank you for your response! I think this is almost there and hugely helpful. What I'm not able to do with this is have it take into account the fiscal year, starting in September. So the data right now starts 9/1/14 through 6/30/16 (fiscal 2015 is 9/1/14 - 8/31/15, 2016 is 9/1/15 - 8/31/16). I'll play around with your formulas to see if I can get closer.
I didn't use fiscal year.
This is used to MAT and YTD with option to select Reference Month.
You can use Reference Month to set fiscal year. You don't need to show parameters on dashboard.
I didn't understand the trend you want. Is the running Total?
YTD LYTD.twbx 829.9 KB
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Is that what you wanted?
Workbook has been published in my public profile. Please have a look. You've incomplete data for FY16 (Sep'15 - Aug'16). Data till jun'16.
Calculation made on given data and time frame. Formula may vary you have to modify after getting complete data.
Feel free to ask If you've any query. Link to download the workbook(public version 9.3)