Just to be clear, what you really want is Month-to-Date Over Previous Month-to-Date. And the same for years. Is that correct?
So, EX: if our report goes out on May 15, 2013, we would want to compare data from April 1-15, 2013 and May 1-15, 2012).
Try this out.
One recommendation however. You should use a fiscal calendar instead of the actual calendar. Prime case, 2012 contains February 29, whereas 2011 does not, this will skew the numbers slightly.
Hope this helps,
Book4.twbx.zip 91.3 KB
If I understood it correctly, I just did something similar.
I created a View on time periods that adds a "flag" saying whether it is Month of reference, or the dates for MoM or YoY (flags 1, 2 and 3). Then I created 3 calculated measures with case when.
Case when date_flag = 1 then M...
Case when date_flag = 2 then MoM...
so at that stage, you can easily compare the figures.
Results are retrieved in columns, can be compared on the same raw.
I hope it is clear and helpfull, let me know if you need more details.
Thanks for your reply, do you have an example or a snap shot of the view you created?
by View, I meant a View in Database, then imported in Tableau, so I can use this "Flag as described above to create the calculated measures.
The view is calculated on sys date/now function with database.
I hope this helps,