I have the below calculation currently in a tableau dashboard I am using. I want to be able to pull YTD totals, however I now need to adjust this to play well with multiple years.
If [Metric] = 'YTD' then (if [Date]<= [Month] then [Converted Balances] else null end)
elseif [Metric] = 'MTD' then ( if [Date] = [Month] then [Converted Balances] else Null end)
So for Metric = YTD i need to take Date > 01/01/2016 and less than or equal to Month...and pull those balances....
The MTD part would stay the same. How do i add the logic for Date > 01/01/2016????
You can do day of year comparisons - see the examples here - The same day last year comp
If you get stuck, let us know.
Become a Viz Whiz on the Forums!
Support the Community and master Tableau.
Retrieving data ...