14 Replies Latest reply on Oct 11, 2017 7:23 AM by Shinichiro Murakami

    Fiscal/Calendar Sales using parameters

    sreekanth samudrala

      Hi Team,

       

      I am a bit new to tableau and need to calculate fiscal YTD/MTD/QTD values based on date input.Already I have calculated for calendar year YTD/MTD/QTD metrics.

      But facing a bit difficult in arriving it for fiscal year.

       

      I need to have only 3 columns (Actual dim,CY value and PY value) in report sheet.

      The values and title should change according to 3 parameters(Year Type,Date,Metric).

       

      Implemented all in CY and PY calculated fields where I need logics for only fiscal years.

      Fiscal Year starts on "01-FEB-YYYY" and ends on "31-JAN-YYYY".

      Tried in forums but not able to find suitable solution.

       

      Attached sample workbook here for reference.