YTD, QTD, MTD Calculations in Tableau using Parameters | Date Functions in Tableau

Watch the video to learn the calculations for YTD, QTD & MTD. It is one of the prominently asked Tableau interview questions these days. Details inside.

[@sayakpalit3615]

Very helpful tutorial. Thanks for posting. 👍👍

[@mn5789]

very helpful and clear explanation. thank you.

[@paletteshades8132]

Very informative thanks once again this will help in my work going forth 🙂

[@jraj2380]

Thank you, very nicely and neatly explained.

[@sauravkumar-fw4qf]

very helpful video ,for people who shifted from another technology to tableau. please make a video on 'how to give time to client to complete specific tableau project'

[@Prashantpatil-cq3yt]

Good to see your video...

[@sandrahu7122]

I have watched several videos regarding this topic, this one is certainly the best one. The method is the simplest and most understandable, and also applying parameters. thank you for the great work again.

[@aanchalsoni3597]

I’m glad!!! Happy to help.

[@jaggyjut]

Great tutorial.

[@ShadSaleem]

Very good explanation thanks for sharing

[@prashantgour3237]

Thanks for sharing this.

[@vanikaedward1793]

You are awesome thank you so much

[@ramumaram]

Good one… it saved me on certain. Task

[@Prashantpatil-cq3yt]

It is very much good workbook

[@soumyakatkam4315]

Thank You

[@debuvlogs20]

Finally I understand this calculation

[@rojaashok2709]

Hi Aanchal,
I am trying to show the QTD value as a column wrt to the date(days) column.
Meaning the qtd value will be constant for all the dates falling in that quarter. How do I do that?

[@hemanthjangala4544]

Nice explanation

[@kalyangorre2017]

Thank you madam... Very good xplanation... Please go on continue

[@aanchalsoni3597]

Thanks for watching!

[@vdn5716]

Nice video..

[@kanchidoshi6907]

Can you also explain how to display all 3 types YTD, QTD, MTD as seperate cols?

[@rajsamant1]

thanks for explaining in details

[@aanchalsoni3597]

rajsamant1 pleasure!

[@gptgamer8875]

Hi Mam How to show last invoice date and same month of last invoice avg per day sale value calculate.

[@syntaxerror356]

Nice explanation Thanks a lot...

[@aanchalsoni3597]

Glad you liked it!

[@ChitranshSagarMTAIE]

Nice Explanation Aanchal Mam :)

[@aanchalsoni3597]

Chitransh Sagar (MT19AIE230) I’m glad you liked it.

[@vivekshelke6458]

Please do video on YOY as well!!

[@madhuchowdary1246]

Hi Soni, Your videos are good and easy to understand. Are you publishing any tableau server-related videos on the Tableau 2020 version?

[@aanchalsoni3597]

Hi Madhu!! Sorry, I don’t have any videos on Tableau server.

[@progamerman33]

Hi Aanchal, This is a very nice & informative video. I am trying to get YTD and MTD for multiple years - meaning I want to show YTD and MTD for 2020 and also for previous years. How would I do that?

[@aanchalsoni3597]

Customize your calculation according to the start date and end date

[@manojprabhakar7951]

Wonderful, what is the calc for all values.(YTD, QTD, MTD, ALL VALUES). I have a business requirement for that. All values meaning "SUM(Sales) from the start date to end date" should be shown when all values button is clicked

[@aanchalsoni3597]

Please refer this video for using start date, end date- ua-cam.com/video/ev0K_MFPu7A/v-deo.html

[@debolinabose1543]

Hi Aanchal.
I am new to Tableau...video is very informative. In your calculation, you did not take the sales/profit measure ..then how it showing the sales value only why not profit.. ..pls explain

[@aanchalsoni3597]

Hi Debolina! I’m glad you liked the video.
At 8:00 minutes in the video Profit has been used over Text. I hope this clears your confusion. In case you have a doubt further, write it to me.

[@Prashantpatil-cq3yt]

Anchal can you please download the workbook which is created by Andy kribels... Book of dashboards.... In that lots of Real time scenarios and problems solved with LODs

[@aanchalsoni3597]

P2dj patil Hi!!! I do not have special access to any of the workbooks.

[@Prashantpatil-cq3yt]

It's on tableau public profile

[@vijaykesarkar8748]

Nice explained mam, please do one more video on Last year YTD and how to calculate growth in between YTD and Last YTD.. Thanks Mam.

[@vijaykesarkar8748]

Or please late me know the Last YTD formula if it is possible

[@aanchalsoni3597]

Hi Vijay! Here you go for last year YTD formula:
[Order Date] = DATETRUNC('year', DATEADD('day', -1, DATETRUNC('year', {MAX([Order Date])})))

[@vijaykesarkar8748]

@@aanchalsoni3597 Thank you Mam

[@1973youness]

It seems a very nice video but Please, add captions 😞

[@aanchalsoni3597]

Hi Youness!! I’m trying to add subtitles, however the auto subtitles doesn’t seem to be working. If you are acquainted with the process then do let me know.

[@bensoudayouness8688]

@@aanchalsoni3597 hi Soni, thanks for your feedback. I found a short video which explains how to do it : ua-cam.com/video/Ad_TEk94B9Q/v-deo.html

[@1973youness]

Please, could you add captions :-) Hi Soni, Thanks but I'm deaf could it be great if you'd add captions (it's a simple button). Thanks in advance :)à

[@aanchalsoni3597]

I’m sorry to know that. I’ll work on adding the subtitles.

[@bensoudayouness8688]

@@aanchalsoni3597 Thanks Aanchal