9 Replies Latest reply on Nov 7, 2013 8:29 AM by Darin Coulter

# is there a way to get year to date calculation based on Fiscal year ,fiscal month String columns

is there a way to get year to date calculation based on Fiscal year ,fiscal month String columns ?

I know that using relative date filter we can easily get "year to date" but is there a way to get year to date calculation for the scenario above ?  I see that creation date is the only time dimension available.

• ###### 1. Re: is there a way to get year to date calculation based on Fiscal year ,fiscal month String columns

Your best bet is to post a sample packaged workbook (.twbx) with data that is similar to yours--then, someone can help you arrive at whatever solution you are looking for.

• ###### 2. Re: is there a way to get year to date calculation based on Fiscal year ,fiscal month String columns

hey matt i dont have any sample twbx file

any idea for the scenario which i mentioned above ?

• ###### 3. Re: is there a way to get year to date calculation based on Fiscal year ,fiscal month String columns

I am not sure how to help without a workbook.  You can mock one up pretty quickly using the sample data provided by Tableau.  Perhaps you could explain your "scenario" a bit better--include screenshots to enhance your description of the problem, if needed.

• ###### 4. Re: is there a way to get year to date calculation based on Fiscal year ,fiscal month String columns

Hi Krish,

is there a way to get year to date calculation based on Fiscal year ,fiscal month String columns ?

You can achieve this after converting the String Year and String Month to a Date Field using a calculation.

I assume you got the year field and month field (string) under dimensions as shown below

Step1 : Create a calculated filed to concatenate Year and Month Dimension to get a valid date field

Calculation : DateConversion=Date('01/'+Str([Month])+'/'+Str([Year]))

// If you have days field then put it instead of '01' like Date(Str([Days])+'/'+Str([Month])+'/'+Str([Year]))

Now you can see a new field is created under dimensions in date format.

Right click on the newly created  "Datecoversion" field  and set the Fiscal year start then use it for the YTD calculation.

• ###### 5. Re: is there a way to get year to date calculation based on Fiscal year ,fiscal month String columns

Hi Krish,

Follow the idumon procedures, its worked.

Best,

Muthu Krishnan. M

• ###### 6. Re: is there a way to get year to date calculation based on Fiscal year ,fiscal month String columns

indumon issue is tableau doesn't give option to select fiscal date right i mean say like in my company fiscal year starts like may 27 so how to choose the date after selecting fiscal year start

• ###### 7. Re: is there a way to get year to date calculation based on Fiscal year ,fiscal month String columns

hmm, that's a complex fiscal year

Still you can have YTD using a calculated field, after converting the string fields to date.

example: hard coded one

YTD Sales=

if [DateConversion]>='27-may-2013' and [DateConversion]<='26-may-2012' then [Sales] end

• ###### 8. Re: is there a way to get year to date calculation based on Fiscal year ,fiscal month String columns

hi indumon,

I have a fiscal year parameter with 2012,2013,2014 and i want to link this parameter to "year to date" worksheet.

so when user selects a year i want to see year to date value as per selection.

As per my requirement i need to add year to date with other dashboards so i want a common filter so that user dont need to select again for year to date.

i tried to show parameter in year to date worksheet but it is not impacting it

• ###### 9. Re: Re: is there a way to get year to date calculation based on Fiscal year ,fiscal month String columns

Perhaps the attached will help?

Created a parameter as you had suggested.  Used the calculation suggested by Indumon.

Basically made Indumon's calculation dynamic based on the FY selection parameter... should help I think.

Darin