7 Replies Latest reply on Dec 29, 2016 9:36 AM by Helen Rowson

    Financial YTD and Rolling 12 Month calculations

    Helen Rowson


      I'm relatively new to Tableau.  I want to create a calculation that depending on the month selected in the filter will bring back a financial YTD position.  For example, if you select October 2016, you'd get a sum of April 2016 to October 2016.  Similarly I also want to create a calculation that gives a rolling 12 months, so if you select October 2016 on the filter, it would give you the sum of November 2015 to October 2016.  An example of the calculation that gives the number for one month for infection type MSSA is:


      sum (if[Limit]='Trust Apportioned' and [Infection_Type] = 'MSSA' then [Measures_Value] END)


      Screenshot of Tableau screen attached.