2 Replies Latest reply on Oct 28, 2014 7:41 AM by Ulrik Gregersen

# How to get one dimension to ignore another dimension?

Hi,

I am trying to make a create a financial review report which includes the following columns:

YTD 2013, which is Year(gl posting date) = (accounting year (2014))-1 and Month(gl posting date) <= accounting month (september)

Aug 2013, which is Year(gl posting date) = (accounting year)-1 and Month(gl posting date) = accounting month-1

Sep 2013, which is Year(gl posting date) = (accounting year)-1 and Month(gl posting date) = accounting month

And the same with 2014 etc. in order to make comparison.

On rows I need to create calculated field with key ratios etc., so I figure that I need to create dimensions for my columns.

My problem is, that when I define "Aug 2013" as a dimension Tableau subtracts the august amounts from my YTD 2013 and the same with september. So the YTD 2013 becomes January to July and not January to September, which is the result that I need.

How to make the YTD 2013 to include aug and sep even though aug and sep are shown seperately?

I have attached an excel pic for an example.

Br,

Ulrik

• ###### 1. Re: How to get one dimension to ignore another dimension?

Hello Ulrik Gregersen,

Could you post a simple Tableau Workbook (.twbx) with some sample data and a sample of the desired outcome.  A workbook with sample data is always helpful for getting a quick response from the community.

Thanks,

Patrick

• ###### 2. Re: How to get one dimension to ignore another dimension?

Hi Patrick,

I am attaching a sample twbx and the underlying excel spreadsheet.

My problem is, that I want YTD 2013 to show 780 and not 100 (780-560-120). And if I understand how to do that, afterwards I hope to add 2014 numbers ect, so that I can compare YTD and monthly with last year.

I need calculated fields for calculating various ratios on the rows, so I think I need dimensions on columns, if that makes sense.

Br,

Ulrik