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.

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.

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.