5 Replies Latest reply on Jul 3, 2018 6:55 AM by Shinichiro Murakami

# YTD and YoY metrics comparison Month over Month

Hi All,

I need to produce a dashboard that shows YTD and YoY evolution per month.

YTD = from jan to the selected month (from Jan 2018 to May 2018)

YTD Last Year = same than YTD but last year (from Jan 2017 to May 2017)

YoY = Period : 1 year from current month-11 to current month. (ex. From Jun. 2017 to May 2018)

YoY last year = same than YoY but last year . (ex. From Jun 2016 to May 2017)

I'm trying to compare those value month over month

MonthVol YTDVol YTD Last YearYTD vs YTD Last year Vol YoYVol YoY last yearYoY vs Yoy Last year
Jan1000900-10%120000130000-8%
Feb20002100+5%122000125000+8%
Mar30003300+10%110000105000-5%
Apr................
May
Jun.
Jul.
Aug.

I'have already done those YTD and YTD-1 in the attached workbook but the only way to do what I want, seems to create one variable per Month per KPI. so 12*6 .. around 70 Calculations.

Do you have any idea to make it quicker, smarter than creating 70 Calculations ?

C.

• ###### 1. Re: YTD and YoY metrics comparison Month over Month

HI Cyrille,

Hope this helps.

Add one more calc field to reflect 12 month before from parameter month.

Thanks,

Shin

• ###### 2. Re: YTD and YoY metrics comparison Month over Month

Unfortunately the result doesn't give me the YTD on each month, this is month vs same month last year.

The only solution I found is to pre-calculate in the database 4 Mesures, YTD, YTD-1, YoY, YoY-1 and get then on each month.

The calculation will be done on the Oracle side and not in tableau..

• ###### 3. Re: YTD and YoY metrics comparison Month over Month

HI Cyrille,

I am not sure how you want to use parameter, but here is a table calculation logic.

Thanks,

Shin

1 of 1 people found this helpful
• ###### 4. Re: YTD and YoY metrics comparison Month over Month

this is really cool ! its answering to my question !!!

Thanks !!

• ###### 5. Re: YTD and YoY metrics comparison Month over Month

HI Cyrille,