3 Replies Latest reply on May 26, 2018 8:18 AM by Yuri Fal

# YOY/YTD Comparison (School applications)

Update: Hello, Johanna Knapp, I attended your session during TC18 and just now got around to this problem again. You suggested that I mention you in a thread. Appreciate your help when time permits!

Hi Tableau community - I've been searching, reading, and experimenting with several of the suggestions mentioned here on the forums regarding how to calculate YOY and/or YTD comparisons. One thread that came up again and again is this one (certainly worth the read if you haven't yet): YOY YTD Bar Chart  My situation is similar to the one shared in that thread. However, I need to take my calculation one step further.

I'm trying to compare YOY/YTD applications submitted for various grade levels throughout a given year and be able to further break that down academic years.  A common question I encounter is: How many applications did we have for Grade X, at Y point in time, for Z school year? For example, let's say a standard academic year starts in mid-August and ends around mid-June. However, applications can be received at any time and for current or future school year (e.g., currently we're in the 2017-2018 school year but today received five applications - two for this school year, three for the 2018-2019 school year). I've attached a workbook with some sample data to give you an idea.

On the first viz, I went through the steps outlined from the link/thread above. However, I need to break it down one more level to the actual school year, which I'm finding difficult to do. Our applications have a "Date of App" date field and our school years are essentially the "Sheet" field that Tableau generates.

You'll see that I've tried a few different methods but so far to no avail. I've even tried to use the viz in tooltip feature, but can't seem to get it to show a running total breakdown by grade as one alternative way to answer the main question (see screenshot and/or workbook viz). The tooltip only displays the total applications for the selected month instead of showing the running sum of applications by grade up to that point in time.

Sigh. Clearly much more to learn but thank you in advance for any tips/advice/suggestions.

• ###### 1. Re: YOY/YTD Comparison (School applications)

Hello Gaylon,

Thanks for posting your workbook.  I see no one has assisted here yet so let me offer a few great sources of information to assist.

This post in particular from Zen Master Rody Zakovich is one to look through - Current vs Previous Period to Date Comparison

He has a Think Data Thursday video as well that you can find from the links here Think Data Thursday: Dating Rody

Patrick

• ###### 2. Re: YOY/YTD Comparison (School applications)

Thank you for the reply! I will check out those resources and report back. Have sort of put this on the back burner until I was ready to go down this hole again.

• ###### 3. Re: YOY/YTD Comparison (School applications)

Hi Gaylon,

Thinking about what you're trying to achieve with your second view,

a simplified version of Academic Years comparison would be helpful.

Each AY application process would start at a different date and go at it's own pace,

but ultimately they all have a common milestone date to compare (the AY Start Date) -- as well as Today.

Besides, the screen above is version 2018.1, so the Step Lines are applied.

In version 10.5 they would be rendered as Normal Lines, though.

Please find the attached.

Hope it could help a bit.

Yours,

Yuri