8 Replies Latest reply on Feb 5, 2018 1:54 PM by rajesh reddy

# Trying to Calculate WTD,MTD,QTD,YTD

Hi All,

I have a requirement where

Weekly, MTD(Month to date) are on a worksheet with Week filter

Monthly, QTD(Quartet to date) are on a worksheet with Month filter

Quarter, YTD (Year to date) are on a worksheet with Quarter filter

 Weekly Actual MTD Actual

 The actual is a value which will navigate to the current week and MTD will navigate till the week selected. On the same page. Eg: if w1 = 5, w2 = 6, w3=5,w4=6 etc, when I select week 1 in the filter then Weekly Actual should be 5 and MTD should be 5, when I select week 3 : the Weekly Actual should be 5 and the MTD Actual should be 16.

Attached are the structure of the requirement in excel and extracted workbook in 10.4.

Any suggestions and directions are invited.

• ###### 1. Re: Trying to Calculate WTD,MTD,QTD,YTD

I think it can be solved by using parameter only.

see the attached workbook and below-calculated fields

1 of 1 people found this helpful
• ###### 2. Re: Trying to Calculate WTD,MTD,QTD,YTD

Firstly, The Solution you gave went over my head!

Secondly, Can your logic be replicated for Monthly and Quarterly?(If yes How as I could not understand your logic)

I am trying something like this( Please see the attached work book)

Please let me know if I am on the right path or your solution would make more sense.

Thanks for the response.

• ###### 3. Re: Trying to Calculate WTD,MTD,QTD,YTD

can you check and confirm if the solution for weekly is correct.

I mean, are you getting correct data?

• ###### 4. Re: Trying to Calculate WTD,MTD,QTD,YTD

The calculation is correct and is representing right data but the only thing here is I have lot more conditions to apply on calculated filed like I stated above.

Thanks

• ###### 5. Re: Trying to Calculate WTD,MTD,QTD,YTD

Please see attached updated workbook and look for below-calculated fields.

• ###### 6. Re: Trying to Calculate WTD,MTD,QTD,YTD

Hi Arvind,

The calculations look good but they are over my head. I could not

understand them what you are trying to do.

Could you please elaborate one logic?

Regards,

Rajesh

On Sat, Feb 3, 2018 at 11:16 PM, arvindgarg <tableaucommunity@tableau.com>

• ###### 7. Re: Trying to Calculate WTD,MTD,QTD,YTD

It is very simple, YOu should bring all relevent columns to a sheet and analyze things

such as comparing weekly checks selected week and give true and false.

For monthly calculation, we need last data of week - we get it from  Last date of week data item.

etc etc.

i hope it gives you some idea

1 of 1 people found this helpful
• ###### 8. Re: Trying to Calculate WTD,MTD,QTD,YTD

Thank you so much for the Help!

I figured how you created the calculation.

Thank you so much for giving me the insights into those calculated fields.