Brittany, can you repost your TWBX but do an extract first? That workbook is trying to connect to your Google account.
No worries. I'll look at this shortly.
Thanks for reposting.
OK, finally got a few minutes to look at this!
Problem number 1: you don't actually have a date field anywhere, and you need one to make this work. You have a Year, but it's really just a number, not a date. You have a Month, but it's just a text field and it's not related to the Year field.
So, I created a DATE field, and assigned an arbitrary value of '1' to the DAY component. That gives us a full date that Tableau can make use of!
Problem number 2: your MoM Revenue is not calculating right. Part of the solution is the DATE field, and part of it is the way the table calc is working. You need to edit it.
In the attached workbook, on Sheet 4, I've started to solve this for you.
I created a new calculation - Month to Month Revenue Change. This does things slightly differently from your MoM Revenue field but gets the right result. The BIG trick is in telling Tableau HOW to calculate that value.
On the Marks card, right-click on either your MoM field or my Month to Month field and select "Edit Table Calculation". I selected "Specific Dimensions", made sure 'Month of Date' is selected, then under "Restarting every", I chose "Client". This tells Tableau to start its calculation over whenever the Client dimension changes.
This gets you the result you want, I think.
Try to take it from here and see where you end up. Ask more questions if necessary!
AE KPI Help.twbx 96.4 KB