How I Compare YTD, QTD, MTD, WTD & Daily Sales in Tableau

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In this Tableau tutorial, I guide you step-by-step through creating a daily sales dashboard that covers all critical time frames: Year to Date (YTD), Quarter to Date (QTD), Month to Date (MTD), Week to Date (WTD), and Today.
Learn how to calculate these metrics and compare them to previous periods, allowing for a dynamic view of your sales trends. This tutorial is perfect for sales managers, analysts, and anyone looking to gain insights from their sales data.
What You'll Learn:
- How to set up a simple daily sales dashboard in Tableau.
- Calculating metrics for YTD, QTD, MTD, WTD, and Today.
- Comparing these metrics to previous periods to identify trends.
- Tips and tricks to make your dashboard visually appealing.
No prior experience with Tableau is required.
I guide you through the process with clear and simple explanations.
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Опубликовано:

28 авг 2023

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Комментарии : 42

@TheOrganizedProfessional 10 месяцев назад

This 11 minutes video has more information than these others entire Tableau Courses.

@vizwiz 10 месяцев назад

That’s great to hear. Should I create a course then too?

@TheOrganizedProfessional 9 месяцев назад

Yes Sir@@vizwiz

@ravjosh3759 10 месяцев назад

Thank you so much, Andy.

@Wardaddy3 5 месяцев назад

Thank you, Andy!

@nmb123 10 месяцев назад

Really helpful, thanks as ever.

@apexsmart6337 10 месяцев назад

This is gold!

@abhishek12865a 7 месяцев назад

Andy -The Boss 😱

@muratcansimsek3153 10 месяцев назад

This is great Andy! Basic comparisons are super important. I wonder how we can do this by parameter if we have a lot of KPIs and same time want to pick the month of the year. I believe adding this fields for 5 different KPIs would not be super easy

@tuvalsuldenrin3833 10 месяцев назад

Great great tutorial

@vizwiz 10 месяцев назад

Thank you! Cheers!

@rubensilva5065 10 месяцев назад

Thank you so much, Andy. Could you please make a similar video but use a filter by sales years?

@imsajiv 9 месяцев назад

Thank you so much

@vizwiz 9 месяцев назад

No problem

@user-ty5sz4bv3f 5 месяцев назад

This material really speaks to the needs of leadership. I've been impressed by how your abilities to create content markups etc. have evolved over the past year! Great work and thank you so much for sharing. What are your thoughts on comparing year-over-year at the start of the year, or at the middle of a quarter, month, or week? Given that a fully completed period is not being compared, it may prompt needless discussions with leadership regarding why the values are lower than those of the previous period. How might this dashboard be modified to prevent conversations of that nature?

@elfridtech 2 месяца назад

Create your own course Andy🎉

@vizwiz Месяц назад

I always have one. 😊 DM me on LinkedIn

@cococnk388 10 месяцев назад

Thanks Andy, I now understand why for YTD it is ok to use YEAR fucntion, but for QTD we can't use the Quarter function.

@anandh12341 10 месяцев назад

Where do we use the date part and date trunc? I tried using the date part for QTD, MTD and WTD but I got the same results. I'm a bit confused about these two. Could you explain the difference?

@BabsB47 7 месяцев назад

Hi Andy How can I make the YTD, QTD... automatic. I mean when there's a filter on the dashboard and selecting different options chnages the metrics to either a %reduction or %increase. I want the arrow symbols/colors to change automatically

@bengalurufoodies416 9 месяцев назад

how can we compare YOY, CY QTD with PY QTD and Current Month with Prior year same month for both Sales & Margin ? could you pls make a video on this?

@mrlutton 10 месяцев назад

Hi Andy - I've noticed you do the "Date" column often - I understand how it works, but am not quite grasping the why behind using it instead of Order Date. Is there a link or resource where I can find an explanation? I know its a "normalization" technique, but are there specific cases when it is more or less useful than the Order Date? ChatGPT told me "By following this approach, you effectively "normalize" the dataset's dates to the current date, making calculations like year-to-date or quarter-to-date much easier. This is particularly useful when you want to compare data across various time periods without manually adjusting the dates for each calculation." but I feel I am still not quite grasping why/when to do this.

@vizwiz 10 месяцев назад

I only do it so that the dates are more realistic and reflect the current date. You can use order date if you wish.

@anaheredia6226 5 месяцев назад

How could I add a monthly filter to showcase a YTD up until a certain time frame?

@M6RV1N06 10 месяцев назад

Great Andy, but in real world most dashboards have filters and that's where these indicators get complicated, it would be great if you could upload a video with this scenario.

@vizwiz 10 месяцев назад

Filters for what? I don’t think most dashboards have filters. At least in my 20 years of experience.

@georgedossantosaraujo2611 5 месяцев назад

Excellent video, please is it possible in a more dynamic way? For example, it is possible to choose the month and still see the MTD. Thank you very much!

@vizwiz 4 месяца назад

Yes, absolutely

@user-di3gz2vf7j 10 месяцев назад

Andy, i didnt quite get why you remove the Phone/Device Layout when you first opened the new dashboard tab. What is the reason for that?

@vizwiz 10 месяцев назад

I don’t want Tableau to change the view if it’s viewed on a phone.

@pratik903 21 день назад

That's a great explanation. Just wondering your YTD calculation will show value for current year but not for Year Till Date as you have to restrict sum of sales till current date of year not for full year. Please tell me if I am getting it wrong?

@vizwiz 17 дней назад

I created a new data in the data set so that it would look like the most recent date was today. ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-Y-n2caElOj0.htmlsi=ZrNlO2JPojRmGAXO&t=23

@pratik903 16 дней назад

Ohh okay. I missed this part. Makes sense now. Thank you

@anandh12341 10 месяцев назад

Is it possible to create this using floating?

@vizwiz 10 месяцев назад

Yes

@jhcarrell 10 месяцев назад

I really appreciate the simplicity of the approach, but this could be improved to be a more apples to apples comparison. Use previous YTD in place of the whole of last year as an example. Of course, each has its use depending on what you're trying to see, but if you want to know how current YTD, QTD, ect. corresponds to where the metric was at the same point in the previous period PYTD, PQTD, etc. will accomplish that more effectively.

@vizwiz 10 месяцев назад

Absolutely. I have other videos that do that.