6 Replies Latest reply on Feb 4, 2019 5:01 AM by Scott Carman

# Fiscal Year over Year Comparison (Cohort Analysis???)

Afternoon all,

Ok so I am working on a project and I think the correct viz is a cohort analysis.

What I am comparing - for an organization different financial funds over time.  So for example one fiscal year a fund is issued and the next fiscal year another fund is issues.  The money from each of these funds can be obligated for a total of 24 months.  So what I am trying to do is show one financial fund over the top of another financial fund so that month one of each of the funds lines up on the far left handside of the viz.

For the sample of my data, I limited the data to just 12 months but the fiscal years are different.

Here is a picture of what I think I want:

Now that said, I am not a Tableau genius so if you have ideas that would make this analysis more effective, please feel free to give me your \$.02 worth.  As I look at cohort analyses, the part that is most confusing is where to put the calculated field - filter shelf, columns, both?

Attached is a workbook with some sample data.

Thank you in advance!

• ###### 1. Re: Fiscal Year over Year Comparison (Cohort Analysis???)

Hi,

I think you would want to pull month on your columns, sum(obligation) to your Rows.  Budget year, Org on your details and set as color.

I have attached a workbook here for you to reference.  I think this is what you are looking to accomplish.  There are filters for both org and year you can play with.

Let me know if this helps:

-Mike

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• ###### 2. Re: Fiscal Year over Year Comparison (Cohort Analysis???)

Scott,

You Line Example makes sense when you draw it but I'm not sure the result looks how you thought it would.

See attached and let me know if you have any questions.

Thanks,

Scott H.

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• ###### 3. Re: Fiscal Year over Year Comparison (Cohort Analysis???)

Mike,  I cannot open up the workbook because I am on 2018.1.  Any chance you can resend it in this version?

Thank you,

Scott

• ###### 4. Re: Fiscal Year over Year Comparison (Cohort Analysis???)

Scott,  I appreciate you responding.  I have 2018.1 and cannot open up your suggestion.  Any chance you can sent it again in that version?

Thank you,

Scott

• ###### 5. Re: Fiscal Year over Year Comparison (Cohort Analysis???)

Version 2018.1.

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• ###### 6. Re: Fiscal Year over Year Comparison (Cohort Analysis???)

Michael and Scott,

Both of your answers are correct.  Because of not having the latest version of Tableau due to company security restrictions, I was able to see Scott's solution.

That said, I think the reason that I was having issues creating this viz is because I didn't define the problem to be solved which is to compare funds from different fiscal years and compare the obligations at the various months.  (i.e. Fund 1, Month 1 is compared to Fund 2, Month 1.)  What I was trying to do is compare the same fund but compare the months.  (i.e. Fund 1, Month 1 compared to Fund 1, Month 13)

Thank you both for you help!

Scott