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You may find a lot of value in reading and using this blog that I've created: Date Comparisons in Tableau Made Easy
In order to get the data to and the charts to update based on todays date the field to reference will be TODAY(). In this blog I allowed the user to either choose to use the current data or any other date in time. Please check it out and especially play with the dashboard at the bottom to get an idea how it works.
That's amazing Carl!
Exactly what I was searching for!
I just got stuck with the calculations. Should I create three different calculated fields? One for each analysis type?
And do you start the calculations with "WHEN "YoY" THEN" or with "IF DATEDIFF..."?
I guess for the DATE in the calculations I should always take the invoice date of the KPI's I use?
Do I have to drag all the created parameters and calculated fields to the marks shelf and and display the quick filters to develop the same viz like you did in your blog?
I calculated field per result is what I would suggest. But if you want to be able to test each one more easily I would build them separate and then combine them. It depends what calculation that you are referring too.
WHEN 'Option1' THEN 'Result 1'
I did this to be cleaner and so that I did not have to write extra calcs. Case statements tend to be quicker if you have a fine number of returns but IF works better for ranges or data that isn't an easy to choose option.
Again I'm not sure what your data looks like so I'd be hesitant to say for sure how to use the date calculations. I would say that when comparing dates keep your dates constant betweeen KPIs ( use invoice date for everything if it fits).
In order to duplicate exactly what I've done - yes you will need to use the same objects on the shelves and the same parameters in use. By using the marks shelf I was able to color my marks and add extra levels of detail to the graph that was not created with the rows and columns shelf.
Hope this helps
somehow it doesn't really work...
I attached a WB of my calculations with the superstore Data.
Can you explain the mistake I obviously make?
Again, thanks a lot!