10 Replies Latest reply on Mar 7, 2017 11:13 AM by Yuriy Fal

# YoY% (for Fiscal Calendar) on line chart

Please help. I'm getting absolutely dominated by this calculation right now. I formerly worked with Power BI and I cannot wrap my mind around how to do this in Tableau.

I want to show YoY% in a tooltip. My company is on a 4-4-5 fiscal calendar. I prepared an example workbook that has sample data that replicates my actual data set:

The orange line shows FY17. For the FY17 data points I want to show YoY% vs FY16. How can I achieve this?

• ###### 1. Re: YoY% (for Fiscal Calendar) on line chart

Hi Walker,

Find my approach based on standard YoY function in Tableau below as reference and stored in attached workbook version 10.0 located in the original thread.

YOY function in Tableau explained here

Regards,

Norbert

• ###### 2. Re: YoY% (for Fiscal Calendar) on line chart

Hi Norbert, thank you for the response. However, this does not answer my question. I want to see YoY change by fiscal week, as laid out in the sample workbook. More importantly, I would like to see this in the tooltip and keep the count as the base measure.

• ###### 3. Re: YoY% (for Fiscal Calendar) on line chart

Hi Walker,

So that's clear now the standard Tableau approach is not sufficient;))

Could you elaborate on "My company is on a 4-4-5 fiscal calendar"?

Regards,

Norbert

• ###### 4. Re: YoY% (for Fiscal Calendar) on line chart

Hi Norbert,

Feel free to review the fiscal calendar table in the workbook. Some companies use a 4-4-5 "quarter", where the 1st month is 4 weeks long, the 2nd month is 4 weeks long, and the 3rd month is 5 weeks long. During leap years there is an extra week on the last month. Regardless, I want to be able to compare fiscal week 20 of FY16 to fiscal week 20 of FY17 (for example). I'm surprised by how complex this is.

Thinking out loud, I want the count of "work tasks" when it's FY16 and compare it to the count of "work tasks" when it's FY17. I want to be able to look at a specific fiscal week in FY16 and compare that to the same week in FY17.

-Walker

• ###### 5. Re: YoY% (for Fiscal Calendar) on line chart

Hi Walker,

That's clear but encountering the boarders of the working day here in Europe 11:00 PM.;) I can come back to tomorrow or somebody else on the forum could step in.

Have a nice one.

• ###### 6. Re: YoY% (for Fiscal Calendar) on line chart

Hi Walker,

You may want to join with the Fiscal Calendar on [Date],

then apply "Percent Difference" Quick Table Calculation.

Yours,

Yuri

• ###### 7. Re: YoY% (for Fiscal Calendar) on line chart

Hi Yuri,

Thank you for the reply, though this doesn't quite solve the problem. I want to show a line for FY16 and FY17 and have a tooltip that shows the % difference YoY. Joining instead of blending is okay (I plan to join the tables upstream eventually). Please help.

Thanks,

Walker

• ###### 8. Re: YoY% (for Fiscal Calendar) on line chart

Hi Walker,

In the attached.

Yours,

Yuri

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• ###### 9. Re: YoY% (for Fiscal Calendar) on line chart

Awesome, thank you Yuri! So it's not possible to do this with blended data?

-Walker

• ###### 10. Re: YoY% (for Fiscal Calendar) on line chart

Blending would be more complicated (imho).

First, the Fiscal Calendar should be the Primary.

Second, one outta use [Fiscal Week Num] on Columns

as a Continuous (Green) Pill (don't quite understand why).

Third, one cannot use COUNTD() from Secondary.

Tableau would warn about an 'unsupported aggregation'.

Luckily in this case a simple COUNT() -- or even SUM(1) -- should work.

Last but not least, the performance would be decent

if blending on 10K+ unique combinations of values

in all blending dimensions. Not this particular case, though.