2 Replies Latest reply on Dec 13, 2016 3:23 AM by Yoganand V

    How to Show Quarterly / Yearly results as last month results for some measures and Showing Summation of all months results as Quarterly / Yearly Results in Single Worksheet

    Yoganand V

      Hi Friends,

                 There is a requirement to Show Quarterly / Yearly results as last month results for some measures and Showing Summation of all months results as Quarterly / Yearly Results in Single Worksheet based on Parametre Selection.

                         

                 I'm attaching a Sample workbook. kindly have a look. In this Workbook 4 measures are there.

          1.      Cards in force
          2.      EOP Outstanding
          3.      # Accounts
          4.      # New Accounts     

                     and we have "Period" parameter.

              

                In Report we have to show Monthly values for "Mis Month" Selection in Period parameter for all measures.

               

                For "Mis Month" selection we have to show monthly Values. there is no issue. The issue only with "Mis Quarter" and "Mis Year" selection only.

               

                For "Mis Quarter" Selection we have to show Last month of the Quarter values (means Dec 2013 data for Q4 2013, Mar 2014 data for Q1 2014 etc.) for "Cards in force, EOP Outstanding, # Accounts" measures and for" # New Accounts" measure we have to show Summation of all 3 months values as Quarter values(means Jan 2014,Feb 2014 and Mar 2014 months summation data).

       

                For "Mis Year" selection also Same requirement as Mis Quarter. For first 3 Measures, we have to show Lat month of the year data for that year and for "# New Accounts" measure we have to show Sum data of all months in a single worksheet.

       

                Now, we created Calculated fields to show Last month values in a Quarter / Year for Mis Quarter / Mis Year selection in Parameter for all measures. But, we stuck at how to show Last month data as Quarter / Year for first 3 measures and sum data of those Quarter / Year for last measure depends on Selection of Period Parameter.

       

                Kindly have a look on attached Packaged Workbook (Version: Tableau 9.3). Thanks in Advance.

       

      Thanks & Regards,

      Yoganand