1 Reply Latest reply on Oct 4, 2018 10:31 AM by meenu choudhary

    Current Sales vs Prior year sales vs Budget

    Sarika Mandalia

      I want to represent current sales month vs this time last years month sales vs the budget

       

      What is the best way to show this I am new to Tableau.

       

      The budget should be £5m last year per month and current month £6m - this info is an excel upload

       

        • 1. Re: Current Sales vs Prior year sales vs Budget
          meenu choudhary

          Hello Sarika,

           

          Attachment is missing in the post.

           

          You can try below approach :

           

          1. Create a parameter :

           

           

          2. Create Display Date =  [Select Date]

          3. Current month sales  = if DATETRUNC('month', [Order Date])=DATETRUNC('month', [Select Date]) THEN [Sales] else 0 END

          4. last year this month sales =

          if DATETRUNC('month', [Order Date])=  DATETRUNC('month', DATEADD('month',-12,[Select Date])) THEN [Sales] else 0 END

           

           

           

          You can create BUDGET measures using same logic, just replace SALES with BUDGET.