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Hi! Thanks for this video. I am having trouble with showing a comparison with the most recent date of data available in my data set vs a month prior. "Today" Will not work as the data is not refreshed daily. Can you please explain the calculation to show month over month difference for a specific date?
Sure. Use a formula like this instead: { MAX([Date Field])} Here's a video on how that works: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-1MjfxmmPNBk.html
Hi, this video was very helpful. I was able to compare the sales for the last two months in my dataset. I was just wondering if it's possible to do this for every month? For example, if I click on January 2020 in the bar chart, it would show the percentage change in sales from the previous month, December 2019. Thank you!
Hi! Thanks so much for checking the video out. Is this helpful? onenumber.biz/blog-1/2021/6/9/month-to-date-sales-compared-to-last-12-months-in-tableau
Hi Eric is there a way we can show the YoY Quarter change in the similar fashion? for e.g. want to show 2023 Q2 vs 2022 Q2. waiting for you comments eagerly!!
Sure, we have a few resources on that. This might help: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-KsoUty8ZqR0.html&ab_channel=OneNumber-TableauExperts
Hi Eric great video it helps a lot to perform our task. Request you to kindly also show or guide how can I get my previous month value as well in the tooltip? What I want is for eg in the scorecard it show the current value with the Up arrow or down arrow based on the percentage difference want to show the previous month value as well so how can we do that.
Hi! Thanks so much for the comment and kind words. I would write a separate calculation to find the previous month's value. The formula would be something like this: LOOKUP(SUM([Measure]),-1) Once you have that additional calculation, you can drop it on the tooltip section of the marks card. Good luck!
@@onenumbertableau Hi, could you please explain to me the significance of the day-of-month calculation? When I use this calculation within my visuals my counts end up different. eg: when I count my cases for the current week I get 49, but when I add the day-of-month calculation into the filters and pick true I get a count of 45. But I don't understand why.
@@diannegillam8788 Do you have any data with missing or incorrect dates? Or any values where the date is beyond today's date or day of month? The easiest way to see is probably to build a chart displaying your values by day of month and seeing which values drop off when you add the filter.
I think it's the opposite of what you are thinking. We are only keeping 2 months. Jump back to around 5:00 and hopefully the table calculation built and applied there helps make sense of what we're doing.
Well, I understand August is taking the percent different between July and August this way: (Aug - Jul)/Jul so I was wondering for July then it would have to be calculated by: (Jul-Jun)/Jun. Also, when I googled percent different for example these types of table calculations they said are at data level not the worksheet level it seems.
But also we don’t really care about percent different for previous month we are just using that as our comparison for August. What I mean is we only really care here anyways about the current months percent difference.
@@evanlouder2961 I'd recommend checking out this post on Year over Year difference using the LOOKUP function. I think that's the missing key you're looking for. onenumber.biz/blog-1/2017/10/9/comparing-year-over-year-in-tableau
I'm glad the video helped! I bet you could rig something together using this approach: onenumber.biz/blog-1/2017/11/2/how-to-create-color-changing-labels-in-tableau
Hi Eric thank you for your video, I have try to make this scorecard to calculate MoM growth. But, I find some issue. For example, I calculate the MoM growth for January, so I filter out the data and December will be my first row and January will be the second row. But, when we are already in February, the expectation was January in the first row (and we already hide this), February as the second row. In my case, January that supposed to be hidden is still appear so we have two row in our scorecard. How to fix this yaa? Big thanks
@@jamaluddinrabbani9767 Add a filter to exclude February from the worksheet and then this should work. Or if you need it dynamic, you could write a calculation/apply a filter to exclude the current month. Feel free to sign up for an office hour if you want to tackle it together: www.eventbrite.com/e/tableau-expert-office-hours-tickets-42691995909
If you have 10 metrics though that means you have to create 20 calculated fields (1 for difference and 1 for percent) - is there another way to do this?
Unfortunately I think it is going to require quite a few calculations but some custom number formatting like this might help you cut some corners: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-3uFHB1poHhg.html
Yes, absolutely! That trick with the LAST() function works with any field so if you simply change the date unit to week or day it should have the same effect.
Hi Ashwitha! Do you have an example of what you're looking for? I haven't done a video on depreciation but I did a video on compound interest which has some similarthemes: onenumber.biz/blog-1/2021/3/5/how-to-build-a-compound-interest-calculator-in-tableau
I have a similar instance, Replace the product with sales, Now I got the YOY growth view for the last 3 years, similarly, I wanted to get the view of how many of the products are newly added/removed, How is that possible
I suppose you could filter to only keep where Prior Sales = Null or Current Sales = Null. We don't have a video on this topic but are confident we could help with it. You're welcome to check out our office hours if you want to book time to work on it together: www.eventbrite.com/e/tableau-office-hours-with-eric-parker-pacific-time-tickets-42691995909?aff=oddtdtcreator
Hey Skylar! If you check in around the 8:00 mark you will see how I select the "Text" tab on the Marks card and then the ellipsis "..." to be able to customize and edit the text to layout the way I want.
@@onenumbertableau ah but then the arrow will just show up as ^ or v in your text no? Cuz to future work on it, and according to other posts I found online, I made the arrow (as a condition variable) as shape.. but then the shae and text are overlapping.. not sure how I could format it nicely..
@@skylarq1218 Hey Skylar! I understand now. Sorry about that. It's being colored by a conditional calculation. I just uploaded the workbook to Tableau public so you can download it here! public.tableau.com/views/DynamicMonthOverMonthSummaryTilesExample/MonthoverMonthSalesComparisons?:language=en-US&:display_count=n&:origin=viz_share_link
Hey David, I think you are definitely on the right track with that. I wonder if that DATETRUNC option could help? You could set up a calculation like this: DATETRUNC([Parameter],[Date Field]). Then, the options are it would truncate as a month or a year. I think that would work. Different use case but you can see the DATETRUNC function in action here: onenumber.biz/blog-1/2018/2/7/creating-a-dynamic-date-field-in-tableau
@@onenumbertableau hi. ToDate would be the relative date. So this MTD would be the 1st 5 days in Jan vs 1st 5 days in Dec., YTD would be vs 1st 5 days in 2021 etc. I would ideally like the option of using a dynamic parameter to choose the period so, MTD, YTD, WTD that would show the current to date period and the differences in %.
@@ballyb1 Right, so this is possible, it's just going to require numerous calculations. For instance, to have the option to switch between MTD and YTD I foresee that you would need the following calcs. -MTD -PMTD -YTD -PYTD -Parameter-Driven Measure for the "ToDate" calc -Parameter-Driven Measure for the Comparison Period Calc Here are some resources which contain some of those calcs. -MTD & PMTD onenumber.biz/blog-1/2017/12/14/month-to-date-vs-previous-month-to-date-in-tableau -YTD & PYTD: onenumber.biz/blog-1/2021/4/7/how-to-tableau-year-to-date-vs-previous-year-to-date-video Then you'd need to use a parameter to swap between measures like documented here: help.tableau.com/current/pro/desktop/en-us/parameters_swap.htm
Hey man - big fan of those videos, you have def helped me a few times. I was curious - in this video it seems like your comparing day to day sales numbers and not the whole months numbers. Is my understanding false? When you add that first filter your numbers go way down. How would I compare a full months numbers vs another full Months numbers?
Hi, thanks so much William. It is actually comparing 100s of transactions from one month to the next. You can download the Tableau Public workbook and check out how it works here: public.tableau.com/app/profile/eric.parker/viz/DynamicMonthOverMonthSummaryTilesExample/MonthoverMonthSalesComparisons
@@onenumbertableau thank you for the extra info - I also noticed that my trending arrow always points down whether or not my percentage difference is positive or negative. Should I change the calc field to read whether or or my percent difference is positive or negative?
How do you do YoY or MoM per several partners! Like a single measure name has multiple partners in it. And I want to do MoM per each of those partners. some partners have empty months where they had no bookings. So it becomes hard to do a MoM for those and it looks weird too because there are empty booking in some months and some are not repeat customers Please 🙏
Hi Esther, these calculations should work even if you break them down by a dimension. If you want help designing something custom from scratch, maybe an office hour would be a good fit? Happy to help!
