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1. Re: Compare current month/year v/s previous year/same month
Tom WAug 3, 2016 6:44 PM (in response to Vishal D)
What have you managed to achieve so far? What have you tried?
Please upload a Tableau Packaged Workbook including some sample data to show what you've been able to achieve so we can go from there.
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2. Re: Compare current month/year v/s previous year/same month
Vishal D Aug 3, 2016 7:14 PM (in response to Tom W)I am connecting to live data which has millions of records. I will have to build some dummy data as I have mentioned above.
Below are the 3 columns in my data set.
[Report Year] = [2016,2015,2014,2013,2012]
[Report Month] = [1,2,3,4,5,6,7,8,9,10,11,12]
[Sales Profit] = [123, 456, 789, etc...]
All the date functions tableau has need date format which I dont have. I have report month & year.
I hope I am explaining my question clearly?
If you still need some dummy data then I will have to create some. Let me know
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3. Re: Compare current month/year v/s previous year/same month
Vishal D Aug 3, 2016 7:42 PM (in response to Tom W)Attached is the sample data.
I dont want to pull many years data when I need only current month/year and want to compare with previous.
But this is the sample data I have in DB
Let me know if you need further info?
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Sample Data.csv.zip 841 bytes
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4. Re: Compare current month/year v/s previous year/same month
Tom WAug 3, 2016 7:51 PM (in response to Vishal D)
For future reference please upload a Tableau Packaged Workbook with your sample data, not just the data.
I've prepared an example using the Sample - Superstore dataset.
Since this test dataset doesn't have 2016 data, I created a parameter called parameter_today_date which I can use to pretend the current date is in 2014. You would replace references to this field with a reference to the NOW() function.
Create a calculated field like follows;
datetrunc('month',[parameter_today_date]) = datetrunc('month',[Order Date])
OR
datetrunc('month',dateadd('year',-1,[parameter_today_date])) = datetrunc('month',[Order Date])
Drag the field to your filters shelf and set it to true. You now have the sum of sales for last year and this year in the month of August.
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yoyparameter.twbx 1.2 MB
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5. Re: Compare current month/year v/s previous year/same month
Vishal D Aug 4, 2016 7:44 PM (in response to Tom W)Hi Tom,
Not able to open your example as I am on lower version of Tableau.
I want to use [Report Year] & [Report Month] as end user filters. If the user selects [Report Year] = 2016 and [Report Month] = 08 then I want to show [sales] comparison [Report Month] = 08 for 2015 & 2016. Selected Year v/s previous year for same month.
Apologies if I am not clear. Appreciate all your help here.
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6. Re: Compare current month/year v/s previous year/same month
Tom WAug 5, 2016 5:01 AM (in response to Vishal D)
Hi Vishal,
I'd never know you're on a lower version because you've never uploaded a Tableau Packaged Workbook.
I've outlined the calculated field I used in my above example. How about you go ahead and follow those instructions in Tableau and upload what you manage to get done in a Tableau Packaged Workbook.