Month over Month Comparison Summary Tiles in Tableau
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- Опубліковано 23 лип 2024
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Sometimes when I’m creating summary tiles for Tableau dashboards, I like to add arrows or percent increases/decreases to let consumers know how current values relate to the comparison period.
I often find the easiest way to pull this off is by using table calculation filters to hide the value from the previous period while retaining the ability to reference that value in a calculated field.
Want to know how you can do this too? Check this video out!
Download the Tableau workbook from Tableau Public here: public.tableau.com/views/Dyna...
Need help implementing this? Book an hour with Eric: www.eventbrite.com/e/tableau-office-hours-with-eric-parker-tickets-42691995909 Ready to take your Tableau skills to the next level? Check out our upcoming classes: www.eventbrite.com/o/onenumber-15678294163
Ah, this is what I'm looking for. Thank you! ^^ Still relevant in 2023
That's so good to hear, I'm glad it's still handy!
Great video! Super easy implementation!
Great to hear you found it helpful, thanks Matt!
Awesome tips thanks alot just subscribed!
Absolutely! Thanks for the positive feedback!
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!
Hi Eric, The video was very useful. Could you please help me to find : to compare the sales of this month vs sales of same month last year.
Sure! I think you're looking for something like this? onenumber.biz/blog-1/2020/12/24/month-to-date-vs-last-year-month-to-date-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: ua-cam.com/video/KsoUty8ZqR0/v-deo.html&ab_channel=OneNumber-TableauExperts
Could you please make a video on Asset depreciation calculation? Thank you..
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
Great video! Is there any way to color the arrows independently of the text?
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
@@onenumbertableau Worked like a charm. Thanks!
@@gyr0vague Wonderful. You are welcome!
Hi, Just wondering if I could use this same concept if I wanted to work out complete WoW?
Hi Dianne, yes you can! Does this post help? onenumber.biz/blog-1/2020/9/7/week-to-date-vs-previous-week-to-date-in-tableau-wtd
@@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.
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?
@@williamjacobs514 Exactly! You'll want to use an IF THEN statement so if the value is >0 the Arrow is up,
can I use this method for day over day and week over week?
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.
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
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
In that scenario, January won't hide until you have February data in the worksheet, regardless of if the current month is February. Does that help?
In my case, iam already have february data, how to prevent that?
@@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
How did you make the arrow into shape with color, and then place them with the text into a single line? I tried but my shape and text are overlapping
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..
@@onenumbertableau and how do you make the arrow changes color based on the condition?
@@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
Great video…. How can I include a parameter to select MoM or YoY?
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
Hi, how can I do a ToDate period over period calc?
@@ballyb1 Hi Balvinder. Can you explain what you mean by "ToDate"? Year To Date? Month To Date?
@@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
How are you getting a value for July 2021 percentage change if we only have two months filtered out. Is it using value for June 2021??
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
Maybe I’m not explaining my question clearly enough can you elaborate on how the 9 percent comes about for July 2021 percent difference?
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!