
1. Re: Different date Calculations
Shawn Wallwork Jan 20, 2013 3:27 PM (in response to Michel Khennafi)Michel, in the future it would be helpful if you included a full set data, not just a single row. I filled out your data arbitrarily:
Product CurrentWeek CurrentMonth CurrentQuarter YTD YTD1 Product A 150 1,000 3,000 18,000 17,485 Product B 160 1,500 3,500 25,000 45,000 Product C 170 2,000 4,000 32,000 72,515 Product D 180 2,500 4,500 39,000 100,030 From here you can create a calculated field to work out the variation:
(SUM([YTD])SUM([YTD1]))/SUM([YTD1])
And then format it as a percentage. (See attached.)
But having said all this, I suspect that the attached worksheet isn't really how your data is actually shaped and the file you attached was the desired out come. If this is the case please post a small sample of your actual data.
Shawn

Michel.twbx.zip 8.9 KB


2. Re: Different date Calculations
Michel Khennafi Jan 21, 2013 6:25 AM (in response to Shawn Wallwork)Good morning Shawn and thanks a lot for looking into the issue.
I need help in figuring out the sum for the dates... The final calculation (the % YTD vs. YTD1 is pretty easy).
I would like to be able to create calculated fields that handle the sum for different periods of time (this week, last month...)
What is the calculation formula to have a column that displays the current week totals? the current month totals, the current quarter totals...? This is where my headache is  if I may say so 

3. Re: Different date Calculations
Shawn Wallwork Jan 21, 2013 7:47 AM (in response to Michel Khennafi) 
4. Re: Different date Calculations
Jonathan Drummey Jan 21, 2013 7:52 AM (in response to Michel Khennafi)@Michel  I can't give you an answer without seeing your data, because the aggregations will depend on the format of your data. Please post a packaged workbook with a useful number of rows of sample data. Alternatively, you could point to some fields in the Superstore Sales data set that comes with Tableau.
@Shawn  I wouldn't call myself the "text table king," more a "slightly deranged text table experimenter."
Jonathan

5. Re: Different date Calculations
Shawn Wallwork Jan 21, 2013 8:03 AM (in response to Jonathan Drummey)New title noted!
Shawn

6. Re: Different date Calculations
Michel Khennafi Jan 21, 2013 8:19 AM (in response to Michel Khennafi)Good morning Jonathan and Shawn ... looks like we are old pals here ;)
As per your suggestion, I am attaching sample data using a Packaged workbook.
The DLRCD code is our customer number... In this sample, the desired outcome is a table that has each customer isn a row and a set of columns created using calculated fields where each column corresponds to a period of time.
I would like to regroup the different number fields (let's say for instance LINES) and determine how many lines where shipped
 Column 1: THISWEEK (using the Weeknum of the date the tableau is opened)
 Column 2: LASTWEEK (using week of current date  1, I suppose)
 Column 3, THISMONTH (sum of all the lines done on the current month, using today's date as the way to determine the month number...)
 ...
I imagine you see the jist of it...
Thanks a bunch for showing me a couple of examples and I will use your suggestion to extend to other date time calculation.

SampleData.twbx.zip 178.4 KB


7. Re: Different date Calculations
Jonathan Drummey Jan 22, 2013 9:35 AM (in response to Michel Khennafi)The easiest way for me to do this is to build some rowlevel calculations and surround them with a SUM(), see the attached for details.

row level calcs.twbx.zip 194.5 KB


8. Re: Different date Calculations
Michel Khennafi Jan 22, 2013 9:44 AM (in response to Jonathan Drummey)Thanks so much Jonathan:
This one direction will give me opportunities to explore... I checked the calculations you have made (using Anchor Date to have a milestone / starting point)... I will duplicate your method no later than this afternoon / tomorrow and come back to you.
As usual you deliver!
Michel