2 Replies Latest reply on Feb 15, 2017 7:18 AM by Matthijs Blenkers

    Previous YTD and Current YTD

    Jason Kleinhans

      Good day , I have created a calculation that will give me value period and value previous but my values are not corresponding to my erp system values.

      You will notice that I have created a parameter to give me the calendar months so that I can calculated the period. I need to compare stock of previous year vs this year . Please advise if this is the correct way of doing it , if not can you please advise

        • 1. Re: Previous YTD and Current YTD

          Hi Jason Kleinhans,

           

          Ideally, you would like a comparative dashboard with 2015 and 2016 (or other comparative dates).

          The problem is that you are unable to merge all the months from a single year, with your calendar calculation, right?

           

          It's not my preferred topic, but I will try to add my brain to this problem, so we can progress further together

           

          ----------

          Lénaïc RIÉDINGER, Global Community Engineer Tableau

          Tableau Community Forums | Knowledge Base

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          • 2. Re: Previous YTD and Current YTD
            Matthijs Blenkers

            Hi Jason,

             

            Not quite sure what it is the graph should show.

            If it's a comparison between your current year results vs previous year(s) then you're making it quite complex (no offence). We have several reports where we compare the results YTD + the ability to use a parameter to adjust the months. See screenshot below.

             

            screenshot YTD.jpg

             

            In this screenshot we show the current (year) results until the month in a parameter.

            The previous year(s) are shown below that point. In this case we also show (in blue) the rest of the previous years results so they have an idea of 'what's to come'. This is optional :-)

             

            If this is what you're looking for, just let me know. I can provide a sample based on your data. All I need to know is the correct date-field.

             

            gr.

            Matthijs