I am trying to create a simple text table that shows product sales in 2009 and 2010 along with the percentage difference. See the attached screenshot for an example.
When I try to create this in Tableau I end up with an extra blank column for the 2009 % Difference. Is there a way to hide this column?
How about the attached?
Just tried to set this up and I ran into a problem. In your example workbook you created calculated fields for the 2009 and 2010 sales amounts using the formula: IIF(YEAR([Order Date])=2009,[Sales],0)
My sales are actually in fiscal years rather than calendar years so the YEAR[Order Date]=2009 does not isolate the correct values. Any thoughts on how to work around this?
Thanks!
Update: I was able to work around the problem by replacing the YEAR function with an actual date range for my fiscal year.
Another issue: I am trying to create the same year-over-year analysis, this time counting the number of expense reports submitted by business unit in 2009 vs. 2010 with % difference. To get a unique count of expense reports I created a calculated field called "Expense Report Count" using the formula: COUNTD([Report Number])
Using Joe's suggestion above, I then tried to create calculated fields for the fiscal 2009 and fiscal 2010 # of unique expense reports using the following formula:
Unique fiscal 2010 expense reports: IIF([Expense Date] >= #August 1, 2009# AND [Expense Date] <= #July 31, 2010#, [Expense Report Count], 0)
This function is giving me an error: "Cannot mix aggregate and non-aggregate arguments".
Any ideas on how to accomplish this would be greately appreciated!
How about calculated fields like:
COUNTD( IF [Expense Date] >= #August 1, 2009# AND [Expense Date] <= #July 31, 2010# THEN [Report Number] END)
This is returning the distinct count of "Report Number" values between those two dates
That worked, thanks again!
Hi all. My first (of probably very many!) posts!! Unfortunately the attachments are unavailable so I cannot see Joe's answer to this problem. I have the same question, although I want to see the difference between two companies (which I have set up as a filter) rather than year on year differences.
Thanks in advance
Paul, attached is the workbook I uploaded on April 12th.
What you will want to modify is the calculated fields named "2009 Sales" and "2010 Sales" from
IIF(YEAR([Order Date])=2009,[Sales],0) to something like: IIF([Company]="Company of Interest",[Sales],0) or you can use a parameter instead of the static text string.