How to create Year To Date and Month To Date calculations in Tableau

Опубликовано: 30 Сентябрь 2024
на канале: Tableau

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In this silent video, you'll learn how to create and display Year to Date and Month to Date calculations.

Read the full article here: Creating Year To Date and Month To Date Calculations - https://kb.tableau.com/articles/howto...

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1. Select Analysis and then Create Calculated Field for YTD Sales
2. In the Measures pane, right-click the YTD Sales calculation and select Duplicate.
3. Right-click YTD Sales (Copy), select Edit, and make the following changes, then click OK:
Name the field MTD Sales
Change 'year' to 'month'.
4. Drag YTD Sales to Columns.
5. Drag MTD Sales to the YTD Sales axis. When you see an icon with a double horizontal ruler, release the mouse button.
6. A screenshot of the double horizontal ruler
MTD Sales and YTD Sales will now display on the same axis.

Related solutions:
Date Functions - https://onlinehelp.tableau.com/curren...
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