I am a bit new to tableau and need to calculate fiscal YTD/MTD/QTD values based on date input.Already I have calculated for calendar year YTD/MTD/QTD metrics.
But facing a bit difficult in arriving it for fiscal year.
I need to have only 3 columns (Actual dim,CY value and PY value) in report sheet.
The values and title should change according to 3 parameters(Year Type,Date,Metric).
Implemented all in CY and PY calculated fields where I need logics for only fiscal years.
Fiscal Year starts on "01-FEB-YYYY" and ends on "31-JAN-YYYY".
Tried in forums but not able to find suitable solution.
I tried with work around available in Year to Date (YTD) from Previous Year and Fiscal Year . But not sure some how values were coming wrong.
Attached sample workbook here for reference.
Appreciate you great help.
Rody Zakovich created a workbook - Current vs Previous Period to Date Comparison and a supporting presentation (in the thread) talking about Dates and these sorts of comparisons. Have you reviewed this video. From my quick review, I think this will help address your request.
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