How I Calculate Day Over Day Change in Tableau

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In this tip, I going to show you how to build 3 different KPI cards for measuring day over day change.
In just a few steps, I’ll show you how to calculate:
1. Sales for the most recent day
2. Sales for the previous day
3. Difference in sales between those two dates
4. Percent difference in sales between those two dates
I'll then show you 3 different methods for displaying the KPIs so that you can create those that are most useful for your audience.
RESOURCES
• Workbook - www.vizwiz.com...
• Data - data.world/viz...
• Month over Month Change - • Using LODs to View the...
• Year over Year Change - • Using LOD Calcs to Com...
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2 окт 2024

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Комментарии : 67

@imsajiv Год назад

Thanks Andy for this wonderful tutorial, very practical cases you are taking on here, I'm definitely getting better and better on Tableau🙏

@vizwiz Год назад

Great to hear!

@Bon2kute Год назад

Thanks a lot Andy. It is very great and helpful ☺️☺️☺️☺️

@vizwiz Год назад

Glad you think so!

@m_stedt 11 месяцев назад

How would you handle having to work with an aggregate in the Sales Latest Day Calculation? Let's say your Total sales are made up of the reported sales from two locations. I'm getting a error there because I can't use aggregate & non-aggregate together

@vizwiz 10 месяцев назад

Don’t aggregate inside the LOD if your data is already aggregated.

@JoeyD4rb 4 месяца назад

Hey Andy, this is great! How can i get this to work on an aggregated calculation?

@vizwiz 4 месяца назад

Same way. Just don’t aggregate inside the LOD.

@alexandrelorenzzonlazaron3426 7 месяцев назад

Helpful, thanks

@valc4l 6 месяцев назад

Thank You for this. So I have tried this but now for months, while the latest is showing the correct figures, the % change is not indicating anything while the previous month is showing 0.

@valc4l 6 месяцев назад

I have actually been able to crack it. 🙂

@vizwiz 6 месяцев назад

Good to hear

@GeoDataViz Год назад

Thanks, Andy! That is awesome. What application are you using to recorde videos, edit, and add animations to your recordings? See you a'll at TC23!

@vizwiz Год назад

Final Cut Pro for editing (I use an editor). Video of me is done with my iPhone or a webcam using OBS and the screen is recorded using Cleanshot (I’d highly recommend it).

@GeoDataViz Год назад

@@vizwiz Thanks Andy. Appreciate all your efforts.

@amitojsingh3489 2 месяца назад

Hi Andy thanks for this tutorial however i get an error at an early stage at 2:13 mins in the video i have a date field called Wk_Starting_date and i am using that instead of your Day field against my calculated field "Latest_Wk_Date" but when i times it by my value it gives me an error saying - "Cannot mix aggregrate and non-aggregate arguments with this function"

@amitojsingh3489 2 месяца назад

i got it working - i have left out the curly brackets which is why it wasnt working - i cant help notice adding the {} brackets changes the calculated from a measure to a dimension is that the main function of using {} brackets ? thank you for your time

@daneal_humn Год назад

Hi Andy, I am using a date filter(Selected over range) and when I am sliding the date lower than the maximum date, the method is not working as Max date is selected over the entire dataset. Could you please suggest what shall I do?

@vizwiz Год назад

Add the filter to context.

@jagonzalezcl Год назад

Thanks for share your knowledge. You’re awesome. Greetings from Colombia.

@vizwiz Год назад

My pleasure!

@pradeeptippe6184 Год назад

When the day is monday compare change with friday and if not compare with yesterday... But it not based on only max date means user want to select date from filter and i.e single date or multiple dates....how to acheive this.

@vizwiz Год назад

I don’t understand your questions. Sorry.

@ItsMehras Год назад

Great video, thanks! Now I need to go and watch your Month over Month Change and YOY Change videos.

@vizwiz Год назад

Please do! You’ll find them very similar. The links are in the description.

@ItsMehras Год назад

@@vizwiz will do!

@vivekparashar3601 5 месяцев назад

awesome, one doubt at 10:13 why you dropped the measure name to view? What is the thought process?

@vizwiz 4 месяца назад

So I could show the names of the measures.

@shakirakhan9076 Год назад

Thank you, Andy! Could you please show WTD calculation as well please

@aniketraikwar3795 Год назад

When i am creating calculated field Sales Latest Days getting this errors - "Cannot mix aggregate and non aggregate arguments with this function"

@vizwiz Год назад

That means one of the fields is aggregated and one is not. The LOD needs a SUM around it. Have another look at the video. 👍🏻

@JoeyD4rb 4 месяца назад

@@vizwiz I don't understand this part. My sales value in your example is an aggregate already. What can I do to make this calc work with an aggregated sales value?

@MohammedRizwan-v3o Год назад

Great tutorial 😊, I had succeeded in getting result in first place, however when user select a date it is showing zero in previous day column! Advise please.

@pradeeptippe6184 Год назад

I am facing this issue...how to tackle it?

@nicolelily Год назад

I love the one-sheet KPI with bar! I just used it to visualize door-to-discharge minutes for an urgent care center (fewer is better, so my color palette is opposite). I can't wait to show my client--I think it's really effective!

@vizwiz Год назад

Fantastic! What did they think?

@muratcansimsek3153 Год назад

Great content Andy, very very usefull! I have a question , what if we use aggrageted value instead of sales ? Like count of distinct customers ?

@vizwiz Год назад

Where I have a SUM, you would use the COUNTD

@thejag144 Год назад

Thank you so much, Andy, for making this video when I ask you. It helps the full video. Once again Thank you, Andy.

@vizwiz Год назад

Happy to help! Thanks for asking!

@israelmiranda7814 Год назад

Hello good evening, I would like to count service orders and not sales value, is it possible to do it the same way?

@vizwiz Год назад

Yes. Use countd([orders]) instead of Sum(Sales)

@cruzjeanc Год назад

Great content as always. Keep rocking Andy. Greetings from Brazil

@vizwiz Год назад

Thanks, will do!

@sanjayvats4916 Год назад

Thank you for the informative and knowledgeable videos. They help to expand our understanding and deepen our knowledge on Tableau. Keep up the great work!

@vizwiz Год назад

So nice of you...thanks!

@piotrmuryjas Год назад

As always, great explanations and many useful ideas for the KPI presentation. Thank you, Andy. Waiting for the next videos.

@vizwiz Год назад

Glad you like them!

@apexsmart6337 Год назад

Yes, this is the right way to learn!

@ryangarland251 Год назад

Great stuff as always, Andy! Come On you Chels! Can you do a video where to show prior day sales but excluding weekend? Example, today is Monday and need to display Friday ales but in an easy calc.

@vizwiz Год назад

Yes, possible, but definitely more complicated. The method I’m using looks at the literal previous day. I know you can do it with a table calc, but as I type this, I’m thinking you could change the -1 to -3 if the latest day is a Monday. So -3 when the latest day is Monday, -1 when it’s any other day. Does that make sense?

@ryangarland251 Год назад

@@vizwiz It does, in the meantime, I just did a CF as a filter using the following: DATEPART('weekday', TODAY()) = 2 AND [Date] = DATE(DATEADD('day', -3, TODAY())) OR DATEPART('weekday', TODAY()) IN(3,4,5,6) AND [Date] = DATE(DATEADD('day', -1, TODAY())) Def more complicated and took a bit to figure out but managed to get it to work

@vizwiz Год назад

Here's a blog post for you that I've just uploaded. The video is on the blog too. www.vizwiz.com/2023/01/exclude-weekends.html Or if you just want the video... ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-SgH4dgGJd5o.html

@vizwiz Год назад

And thanks for the suggestion!

@julienbeylat5616 Год назад

I love your pace ! Great video Andy ! Thank you :)

@vizwiz Год назад

Glad you enjoy it! It’s nice to see a comment from a colleague. 😁

@AvanthaPeiris Год назад

Superstuff Andy !

@rajeshpanwar8945 Год назад

I'm perplexed, about data school. I have seen some interviews, but confused here - paid for learn 🤔

@vizwiz Год назад

100%...that's correct! Check it out thedataschool.com

@rajeshpanwar8945 Год назад

I have some quires.. Can we get through what's app or other thing.

@vizwiz Год назад

@@rajeshpanwar8945 check the website. If that doesn’t answer your questions (there’s an FAQ), then you can email the DS.

@okentan Год назад

Thanks Andy for sharing. I am just amazed with the numbers of steps it take to do the last example. If someone who doesn’t have the experience like you, it would probably take days just to figure out with all the different options in tableau to do that last one.

@vizwiz Год назад

@@okentan Yeah, it's not exactly straightforward, but that's also why I create the videos. Hopefully people can follow along if they like the look of it. I wouldn't expect someone without quite deep experience to know how to do it.