Hi Melinda!

Instead of a calculated field for the fiscal year, you can set this in Tableau by clicking on your date field, and selecting default properties --> Fiscal year start --> ...  I've attached a screenshot of this.

After you set that you won't need the calculated field, which should make subsequent calcs more simple. Let me know if this solves the problem or if you'd like me to take a closer look.

There could be multiple solutions depending on what you plan to do with the sales total and what else will go on your worksheet.

I've attached a workbook showing how you can use date functions to:

1. identify the month of the current date

2. identify the month of each date in your data

You can then create a calculated field that returns true or false based on if #1 = #2 above. Then use that calculated field as a filter.

Then, filter on date using "relative dates" (picture attached) and choose year to date.

Let me know if you have add'l questions. :-) Tina

You're welcome - please mark replies as helpful or correct answer once you're ready. Thanks!