1 Reply Latest reply on May 5, 2014 12:23 PM by Shawn Wallwork

    Year-to-date and month-to-date changes

    luciana.suran

      Hello, I have come across many article such as this one Creating YTD and MTD Calculations | Tableau Software

      which discuss YTD and MTD calculations that are summations. I have a dataset that is very similar to the one used in the original Tableau post. However, I am interested in looking at the changes in averages rather than the summation of the levels so I can sort the values to see the top and bottom 10 changes.

       

      Does anyone have a relevant example?

       

      Also, does anyone know how to create calculated fields that compare a value to the previous month and year?

       

      Thanks for helping a newbie out.

        • 1. Re: Year-to-date and month-to-date changes
          Shawn Wallwork

          Welcome to the forums Luciana! So the dataset used in that link you supplied looks to be the Superstore dataset that came with Tableau. So if you connect to it and create a workbook that shows what you're trying to do, and discuss a little as to why you're not getting the results you want, then we can take it from there and help you workout what you want.

           

          FYI: All the things you seem to be asking for sound completely doable.

           

          Cheers,

           

          --Shawn