In the excel sample data I have monthly, quarterly, YTD and Full Year data downloaded from a system.
All measures can be imported as they were downloaded (sheet 1). Please note that "Period Date1" is a string and it shows all values in the downloaded table (see view data)
Also please note that in this example the following measures, are shown as they come from the download:
- The quarterly Deposit ADB are not the sum, nor the average of all the months of that quarter.
- The New Checcking Accounts are the sum of the three months of the quarter.
- The Sales Staff is the last month of the quarter and not the sum nor the average of the 3 months of the quarter.
I need to create a report like the following:
Sep12-Act Sep11-Act 3Q12-Act 3Q-MYF 2Q12-Actual 3Q11-Actual
Deposit ADB 74 66 73 70 70 65
New Ckng Acct 39M 67M 124M 152M 139M 187M (M stand for Thousands)
Sales Staff 3308 3744 3308 4217 3416 3744
I need to convert the "Period Date1" to a date format, as I did in the "Period Date2" to be able to do trend graphs. By doing this, Tableau calculates its own Quarterly numbers (add the months of the quarter- see Sheet3). This is Ok for the "New Checking Accts", but for "Deposit ADB" I need to pick up whatever is in the original table, and for "Sales Staff" I need to pickup the last month of the quarter. I can not find in the community any example of this.
And also please note that I need to show only certain Time Periods as the example above.
Thanks a lot for any help.
Help.twbx.zip 55.6 KB