8 Replies Latest reply on Mar 1, 2017 1:42 AM by Permata Russiana

# YoY MoM YTD (%) side-by-side in Table

Dear All,

I am very new in Tableau, sorry if someone have asked this before but so far I haven't found the same topic with my question

Can Tableau show YoY% MoM% YTD% side-by-side in one table and use Month/Year as filter to identify current month?

I have tried to use YoY and YTD calculation in Tableau but so far I can't combine it in one table

Here I attach my workbook 10.1 (monthly period) and screenshot of expected result

Thank you

• ###### 1. Re: YoY MoM YTD (%) side-by-side in Table

Hi Permata

Assuming today is "Paramter", in this case 2016/7/1.

And assuming the "this month" = last full month before today.

Several calculated field need to be created.

[Last Month]

then [Salesvolume] end

[Last Year Same Month]

then [Salesvolume] end

[This Month]

then [Salesvolume] end

[YTD last year]

then [Salesvolume] end

[YTD this year]

if datetrunc('year',[Periodcod21]) >= datetrunc('year',[Today])

and datetrunc('month',[Periodcod21]) < datetrunc('month',[Today])

then [Salesvolume] end

[M o M]

{fixed [Area1],[Brand]:sum([This Month])}/{fixed [Area1],[Brand]:sum([Last Month])}-1

[Y O Y]

{fixed[Area1],[Brand]:sum([This Month])}/{fixed[Area1],[Brand]:sum([Last Year Same Month])}-1

[YTD]

{fixed[Area1],[Brand]:sum([YTD this year])}/{fixed[Area1],[Brand]:sum([YTD last year])}-1

Thanks,

Shin

4 of 4 people found this helpful
• ###### 2. Re: YoY MoM YTD (%) side-by-side in Table

Hi Shin,

One question to confirm, can we have show monthly as filter instead of daily (as calender)?

Kind Regards,

Permata

• ###### 3. Re: YoY MoM YTD (%) side-by-side in Table

If you are talking about parameter, No, it's date basis.

If you need yyyy-MMM type parameter, you need to create that particular field.

Like below.

[yyyy-MMM]

str(year([date field])+"-"+datename('month',[date field])

In that case, couple of more calculation need to be added all the date related calc.

I mean you need to convert above string to date something like this

[convert back to date]

datetrunc('month',dateparse("yyyy-MMM",[yyyy-MMM]))

Thanks,

Shin

1 of 1 people found this helpful
• ###### 4. Re: YoY MoM YTD (%) side-by-side in Table

I see,  let me proceed with date.

Is that possible to have value Gain/Drop for each MoM, YoY, YTD?

I have tried to use available calculation from Tableau (Percent Difference) but seems the figure isn't right

Thank you

• ###### 5. Re: YoY MoM YTD (%) side-by-side in Table

Simply below,??

[M o M delta]

{fixed [Area1],[Brand]:sum([This Month])}-{fixed [Area1],[Brand]:sum([Last Month])}

[Y O Y delta]

{fixed[Area1],[Brand]:sum([This Month])}-{fixed[Area1],[Brand]:sum([Last Year Same Month])}

[YTD elta]

{fixed[Area1],[Brand]:sum([YTD this year])}-{fixed[Area1],[Brand]:sum([YTD last year])}

Thanks,

Shin

• ###### 6. Re: YoY MoM YTD (%) side-by-side in Table

Hi Shin,

Sorry for delay response, that was very helpful, actually the Gain/Drop I mentioned above is in percentage.

if I am not mistaken, the solution you gave was for growth right? how can we create YoY% MoM% YTD% for market share?

Thanks a lot,

• ###### 7. Re: YoY MoM YTD (%) side-by-side in Table

HI Permata

I'm sorry I don't understand your question, what do you mean by market share?

I cannot imagine that measure thru given data.

Thanks,

Shin

• ###### 8. Re: YoY MoM YTD (%) side-by-side in Table

Hi Shin,

Sorry for confusing, I mean market share which calculate the value per brand with total value(all brand), so we got 100% in total.

Example :

Market Share YTD Brand A (current month) = Brand A in Current Month / Total Brand A in YTD

Thank you

Best