11 Replies Latest reply on Nov 17, 2016 4:37 AM by Luciano Vasconcelos

Top N for Nov fiscal year

Kahv Jiv Nov 16, 2016 9:13 AM

Hi,

I have to create dashboard for Top N products by sales. I have year parameter and Top N parameter.

My year parameter will only populate the sales for Top 5 products for year selected and selected year -1. My fiscal year starts from Nov.

As of now my year selector is populating all the values of years rather than populating selected year value and selected year -1 value.

Also please note when user selects FY13, values display should aggregate data for NovFY12, dec FY12 and Jan to Sept 2013.

Can someone tell me how to do it. worksheet attached.

Top N _v0.3.twbx 1.4 MB

1. Re: Top N for Nov fiscal year

Luciano Vasconcelos Nov 16, 2016 9:40 AM (in response to Kahv Jiv)

Tell me one thing:

November 2016 starts 2016 fiscal year or 2017 fiscal year?
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2. Re: Top N for Nov fiscal year

Kahv Jiv Nov 16, 2016 9:56 AM (in response to Luciano Vasconcelos)

FY16 will be Nov 2015, Dec 2015 and Jan to sept 2016.
FY17 will be Nov 2016, Dec 2016 and Jan to sept 2017.
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3. Re: Top N for Nov fiscal year

Luciano Vasconcelos Nov 16, 2016 10:15 AM (in response to Kahv Jiv)
I made in tableau 10.
Let know if you need a prior version.

Top N _v0.3 tableau 10.twbx 1.5 MB
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4. Re: Top N for Nov fiscal year

Kahv Jiv Nov 16, 2016 10:24 AM (in response to Luciano Vasconcelos)

I am unable to open it using Tableau 10. Can u please share workbook is tableau 9.3 ? thanks a lot !
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5. Re: Top N for Nov fiscal year

Luciano Vasconcelos Nov 16, 2016 10:40 AM (in response to Kahv Jiv)

Your 9.3 does not open in my 9.3 version.

I'll explain you.

Create a parameter year.
Create a calculation:

Drag to filter and set true.

Use regular date fields for year and month, with fiscal year starting in november.
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6. Re: Top N for Nov fiscal year

Kahv Jiv Nov 16, 2016 10:45 AM (in response to Luciano Vasconcelos)

I think you are using French or other language to create dashboard whereas I am using the English text. I guess that is creating a problem while we are opening each other workbook.

My two bars for be next to each other. You have the 2011 first and then 2012. I want for each product first year and second year next to each other.

Can you see if you can use english version of tableau. I have both tableau 10 and 9.3
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7. Re: Top N for Nov fiscal year

Luciano Vasconcelos Nov 16, 2016 10:51 AM (in response to Kahv Jiv)

it's just you change the dimension order.

AF = Fiscal Year in portuguese
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8. Re: Top N for Nov fiscal year

Kahv Jiv Nov 16, 2016 10:51 AM (in response to Luciano Vasconcelos)

Ok.. Sure..
Can u please convert your workbook and share please. I tried creating the calculation u wrote for flag year and its giving error.
can u pls share ?
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9. Re: Top N for Nov fiscal year

Kahv Jiv Nov 16, 2016 10:53 AM (in response to Luciano Vasconcelos)

This is exactly what i m looking for. Can u pls somehow convert workbook into english and share please..
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10. Re: Top N for Nov fiscal year

Luciano Vasconcelos Nov 17, 2016 3:57 AM (in response to Kahv Jiv)

I don't have your version.
My 9.3 version doesn't open your twbx.
My 10 version you can't open.
Don't you have a 9.2 version? If you post in 9.2 i can do it again.
If not, i'll try to do a new one using superstore.
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11. Re: Top N for Nov fiscal year

Luciano Vasconcelos Nov 17, 2016 4:37 AM (in response to Kahv Jiv)
9.3 version

Top N _v0.3 tableau 9-3.twbx 454.9 KB

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