Attached is a basic packaged workbook with the necessary data to tackle the problem. I am trying to compare certain metrics in various vizs using (mostly) box and whisker plots. I would like to create a custom x axis which has the following marks: Year to Date, August 1st to Date, and Overall.
I have attempted approaches using sets and hierarchies based off of solutions to similar problems posted within the forum, but none seem to do the trick for this particular case.
My largest roadblock is that this is dependent on comparing overlapping time periods and I am not sure how to overcome this in Tableau.
Thank you for your consideration!
There are several example workbooks in the Workbook & Calculation Library
here are two very comprehensive workbooks to start with: Current vs Previous Period to Date Comparison and Year to Date (YTD) from Previous Year and Fiscal Year
I hope this helps you get started.