Can you attach a packaged workbook?
Are you trying to create a calculated field for year fiscal year or one that covers all FY and use the date dimension for the years?
I am sorry i am new to tableau
I am using the option Fiscal year which comes by selecting Date field and then I have choosed april
and from kb i seen this formula for ytd and when i am using the same its returning null values for FY2013
The kb i was using
Can you please help when we have want to see YTD
Sure, can you please attach a packaged workbook so we can see an example of your data?
Please read this link for further information on attaching a packaged workbook - Getting the Most From the Tableau Forums
It doesn't look like you've setup a YTD formula in the example.
The formula you've cited above should work within the current year only.
Take a look at this - Year to Date (YTD) from Previous Year and Fiscal Year
Sorry for the delay in response
To change the date to FY I have chosen the option by right clicking on date field > Default properties > Fiscal Year Start > and selected April as my FY starts in april
Now I am using below 2 formulas for calculating YTD sales
FYTS Sales Current
if [bookingdatetme] < [Current FY Start] then null
else if [bookingdatetime] > [Current FYTD End] then null
if [bookingdatetme] < Dateadd ('month', -12,[Current FY Start] then null
else if [bookingdatetime] > Dateadd('month', -12,[Current FYTD End] then null
Created two parameter Current FY Start and Current FYTD End
bookingdatetime is my date field
I am not sure if this is the right way and gives me correct results
Please correct me if I am wrong with my calculations
Thanks in Advance