
1. Re: YTD Calculation
Shinichiro Murakami Jun 7, 2018 7:32 PM (in response to Samanth Yadav)
table_calc_YTD_SM_10.3.twbx 27.2 KB


2. Re: YTD Calculation
Samanth Yadav Jun 7, 2018 8:39 PM (in response to Shinichiro Murakami)Hi Shin,
Thanks for the response.
But from database I do get only dollar and volume value for each month. I provided the Dollar/volume and YTD column and its values for reference.
So here is what I'm looking for. I have a date (Parameter) as a filter and when I select a particular month I need to see only a single row of data just with the YTD value for the month selected. So when I select FEB 2017 I need to display as 33, When MAR 2017 is selected the value to be displayed is 45 as so on for the other months.
Please let me know how the calculation can be written or modifying my calculation.
Thanks,
Sam

3. Re: YTD Calculation
Shinichiro Murakami Jun 7, 2018 10:08 PM (in response to Samanth Yadav)HI Samanth
The normal filter filters underlying data and cumulative calc is broken, so you need to take this approach.
Filtering the View Without Filtering Underlying Data  Tableau Software
If this helps, please mark my answer as correct to close the thread, not from inbox view but from original post.
Thanks,
Shin

table_calc_YTD_SM_10.3_v2.twbx 12.0 KB


4. Re: YTD Calculation
Samanth Yadav Jun 10, 2018 4:39 PM (in response to Shinichiro Murakami)Hi Shin,
Attached is the Sample Data Workbook.
If you look into the workbook. I'm able to get the Year over Year Comparison (MTD Volume, MTD Change, MTD % Change) right but when it comes to Year to Date Comparison (YTD Volume, YTD Change, YTD % Change) I don't get the exact value because of the calculation. I need to use the date parameter as I'm working on multiple metrics and RDL is one of them where I am stuck.
Your earlier solution doesn't include any calculation which uses the date parameter. I need to present a single row of data based on the date (parameter) selected. Can you please look into my calculation for YTD Volume and YTD change and help me out so that when I select FEB 2018 the YTD Volume will be 895 similarly when selected MAR 2018 YTD Volume = 1223.
Thanks,
Samanth

Sample Data.twbx 50.0 KB


5. Re: YTD Calculation
Shinichiro Murakami Jun 11, 2018 8:43 AM (in response to Samanth Yadav)HI Samanth
Hope this helps.
Yours are aggregation of aggregation and bit complicated, and I tried to simplify several of your formula for my easier handling.
(Actually rebuilt all the formulas)
Set Table Calc
Step 2 to align the view
Thanks,
Shin

Sample Data_SM_10.5_v2.twbx 108.8 KB


6. Re: YTD Calculation
Samanth Yadav Jun 11, 2018 1:12 PM (in response to Shinichiro Murakami)Thanks a lot Shin .