#Tableau 

Awesome simplicity involved here, love that calculation! Never would have thought about using the boolean like that.

Did a great job of describing CYTD vs PYTD calculations in a short and simple manner! Super helpful video! Thank you

Thank You Andy, this solution works perfectly, very simple and precise. I have seen other solutions online but they are unnecessarily complex

Thank you. It's simple and easy to follow for beginners. Love this!

Great video. Just what i needed. I incorporated this with another video for adjusting to a specific fiscal year. Thanks!

Thanks for the post Andy. Our business deals with lengthy financial blackout periods. This solution lets us quickly get an apples-to-apples comparison just by selecting a date.

Thanks! This gets complicated if the fiscal year does not start from January. QTD and MTD are a nightmare to build if say your Fiscal year starts from Feb.

Thank you Andy. This is exactly what I was looking for.👍

Thanks Andy, I learn new things from every tip that you post here. Can we also do week day to last year week day visual comparison (like saturday week 10 vs saturday week 10 last year).

This is helpful! However, I am stuck with how to apply this to FYTD calculation - especially, how to create a field that is the current fiscal year start date, so that I can use that as my lower bound for if [order date]>= current fiscal year start date and [order date]

Thanks Andy

You made it easy Andy! I feel Tableau needs to offer readymade functions to do these calculations. just like how Power BI does it.

This is helpful, I have a similar scenario and pulled out the YTD percentage for the last 3 years, I also wanted to display which records have been newly added/removed along with the YTD calculations, how is that possible

Hey Andy, instead of sales, lets say I wanted to input an average units per order value, how can I do that without getting the cannot mix aggregate and non aggregate error?

Very helpful and good Explanation 👍

Thanks!

This is great. The challenge I have is exclude the current month and my prior year calculates data including the same time current month. I would like to know how I can do it so it excludes last year the current month.

Great tip, Andy! I assume that using the same logic, we can create a start and end date parameter for year over year comparison?

Hello, how can we handle if its QTD vs previous QTD at selected date? if we use same logic as YTD, 1st quarter gives us 1 and we cannot minus 1 from that. Thus it does not work on every year's first quarter range. How to make counter that last quarter which is 4th is prior from next year's 1st quarter?

Hi Andy, I have a situation where the dashboard has to show monthly views of some KPIs and visuals. KPIs are current month(selected month from filter) compared to the previous month %diff. Other visuals are monthly snapshots of sales and profits. I calculated Lookup filter to achieve %diff. However I cannot use it as a global filter across the workbooks. This is preventing me use this solution. Please, do you have any suggestions?

Great video! Would you please do a video where the percentage difference font color would change to green if it's positive and red if it's negative?

Hi @Andy, this is great video and i appreciate it. But how would i go about using Months instead of Specific Date to show the data? Thanks again

Thank you for the video. I want count(order id) comparison for the selected date. How can I do that?

THANK YOU SO SO MUCH SIR, this is what i look for TT

This video was very helpful, but I have mutliple year data and there are measured values already established. What I need to see is if I run my report on any given date, and I'm using a specific range whether a calendar year or fiscal year ie I'm running a report today, the range of dates are 7.1 - 9.30 - I need assistance with muliple years data - not just 1 or 2 years.

So to do prior year mtd and qtd I just need to add another boolean AND statement to the calculated field using month/quarter right?

if i have old data source then how to calculate for Previous YTD sales

Is it possible to create a calculated field that gets the sum of sales for all time? So as in the sum of sales from now to as far back as the data goes? I'm trying to subtract sales from all time minus sales of YTD

What if you want it to filter by year/yearly? is it possible? Thank you

How do you do month year date to previous month year date