IF (YEAR([Shaw_Upload_Date])=YEAR(TODAY()) AND YEAR([Initial Received Date])=YEAR(TODAY())) THEN [Funded Cnt] /[Approved Cnt] END

Please share a sample workbook.

The output of a formula also depends on the other elements in the view (eg.row/column pills, filters, etc.) and the data granularity

HTH!

The .twbx file you tried to attach was blocked by your organization.

Looking at your excel file (input data) and the expected result, i feel that you need a common Date Dimension in your data.

I cant upload your data into the database that i have access to, so, I will try my best to explain the approach i would try.

1. Dump the data from your excel file (Book to Approve) in a table (say, Table A)

2. Create 2 more columns: Shaw Upload Month and Initial Received Month, which will contain only months info based on the corresponding date fields.

3. Create another table for Date Dimension (say, Table B), which will have just one column named Month List with values -> January, February,... upto December

4. Join the 2 tables:

     SELECT A.*, B.* FROM A,B WHERE (A.Shaw_Upload_Month = B.Month_List OR A.Initial_Received_Month = B.Month_List)

5. Use this as datasource in Tableau and use the Month_List column in the view and drag the rest of the measures.

I think this should give you correct results.

Regards,

Anisha Jhamb

Yes, I agree that you already have 2 date fields in your spreadsheet. But, to get the output like the excel Daily Report.xlsx, you need to align both the dates in the rows, so that you can show the result side by side.

By doing the steps mentioned in my previous reply, you should be able to achieve that.

Glad that it worked for you!