12 Replies Latest reply on Sep 5, 2017 9:50 PM by Shinichiro Murakami

Show Previous Quarter values based on Time period dynamically

vasu.choudhury Aug 21, 2017 12:22 PM

I want to display previous Year/Quarter/Month values based on Time period selection dynamically. Attached the sample dashboard.

In 2017 Q2, for M-20, we have 100%

2017 Q1, for M-20, we have 75%

2016 Q4, for M-20, we have 60%

Requirement:

Time Period filter --> 2017 Q2, 2017 Q1 & 2016 Q4

When 2017 Q2 is selected, I need to display as.... M-20 100% 75%

When 2017 Q1 is selected, I need to display as.... M-20 75% 60%

When 2016 Q4 is selected, I need to display as.... M-20 60% N/A

I don't want to show it in a separate sheets with hard coded values and want it dynamically and satisfies this condition even if new extract happens.

Appreciate your help!

Measure.twbx 24.2 KB

1. Re: Show Previous Quarter values based on Time period dynamically

vasu.choudhury Aug 21, 2017 8:43 PM (in response to vasu.choudhury)

Any updates on this please!
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2. Re: Show Previous Quarter values based on Time period dynamically

Shinichiro Murakami Aug 21, 2017 9:41 PM (in response to vasu.choudhury)
HI Vasu

Hope this helps.
Filtering the View Without Filtering Underlying Data | Tableau Software

Thanks,
Shin
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Measure_SM_10.3.twbx 27.2 KB

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3. Re: Show Previous Quarter values based on Time period dynamically

vasu.choudhury Aug 21, 2017 10:21 PM (in response to Shinichiro Murakami)
Awesome...Thanks Shin.. i.e very close to my requirement.

Thought it will resolve my other issue.. please find the updated .twbx.

I do have 2017-H2, 2017-H1 & 2016-H2 along with other Q's which has different calculations driven in backend(DB)
combination of 2017-H2(2017 Q3+ 2017 Q4); 2017-H1(2017 Q1+ 2017 Q2); 2016-H2(2016 Q3+ 2016 Q4).

When I select 2017-Q1, it has to pick the previous Q(2016-Q4), instead of showing Previous Quarter, it picks the one which was in the order(2017-H1).
And when 2017-H2 selected, 2017-H1 values should show as Previous H and when selected 2017-H1, it should show 2016-H2, but not in the order or previous Quarters.

Any suggestions.. please!

Measure_VC_10.3.twbx 17.8 KB
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4. Re: Show Previous Quarter values based on Time period dynamically

Shinichiro Murakami Aug 21, 2017 11:17 PM (in response to vasu.choudhury)

Hi Vasu,

If you don't mind, could you close this thread with marking my answer as correct, and post another thread?
Looks like the request is way different from original;.

Thanks,
Shin
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5. Re: Show Previous Quarter values based on Time period dynamically

vasu.choudhury Aug 22, 2017 7:00 AM (in response to Shinichiro Murakami)

Hi Shin,

I can surely open another thread, but i still didn't met my requirement completely..and i feel that this should go in the same thread because this is continuation of the above scenario.
I agree that this is somewhat bit complex than before. However the functionality for both them are same for the time period and using same dashboard & same filter condition.

Thanks once again for your solution.!
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6. Re: Show Previous Quarter values based on Time period dynamically

Shinichiro Murakami Aug 22, 2017 7:08 AM (in response to vasu.choudhury)

I understand what you are saying.
The reason i don't like to keep same thread to answer very different request is below as manner/better usage of community.

- People naturally think "I" am the primary owner of this question who should keep answering it.
- Actually I don't have time always. and the technical requirement for this question is not quite continuous and other people can easily jump in.
- If you keep using this thread and when I don't have time, I feel unnecessarily pressure and you will get answer late.

Thanks,
Shin
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7. Re: Show Previous Quarter values based on Time period dynamically

vasu.choudhury Aug 22, 2017 7:39 AM (in response to Shinichiro Murakami)

@Shin, As suggested I am closing the request and made it as Answered.

Please let me know if any one has any idea on my request on other thread.

Show Previous Quarter/Half Yearly values based on Time period selection - dynamically
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8. Re: Show Previous Quarter values based on Time period dynamically

Shinichiro Murakami Aug 22, 2017 8:28 AM (in response to vasu.choudhury)

Vasu,

Thank you for your understanding.
If you don't mind, could you mark "My" answer was correct for other people easily find the description of solution.

Thanks,
Shin
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9. Re: Show Previous Quarter values based on Time period dynamically

vasu.choudhury Aug 22, 2017 9:29 AM (in response to Shinichiro Murakami)

Done. Thanks!
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10. Re: Show Previous Quarter values based on Time period dynamically

Shinichiro Murakami Aug 22, 2017 9:49 AM (in response to vasu.choudhury)

Thank you and I just replied to another one.

Shin
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11. Re: Show Previous Quarter values based on Time period dynamically

vasu.choudhury Sep 5, 2017 8:16 PM (in response to Shinichiro Murakami)

Hi Shin,

Need a suggestion on this work around.

This approach has been implemented for a single worksheet.. How can i drive the lookup prod1 filter for other sheets in the same dashboard?(Apply yo All worksheets-->All Using Related Data Sources)
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12. Re: Show Previous Quarter values based on Time period dynamically

Shinichiro Murakami Sep 5, 2017 9:50 PM (in response to vasu.choudhury)

Vasu,

As you already made conversation on different thread, below statement is the truth.
Show Previous Quarter/Half Yearly values based on Time period selection - dynamically

Thanks,
Shin
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