YTD (Year to Date), PYTD (Previous YTD), YOY (Year on Year) in Tableau | Three different Logic

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  • Опубліковано 20 гру 2024

КОМЕНТАРІ • 16

  • @datatutorials1
    @datatutorials1  Рік тому +1

    If you are using old superstore sales data to practice YTD, it won't give you the values as you will not have data for 2023 year. To convert 'Order Date' to 2023 if you are using old date the write a calculation for new date as DATEADD('year',1, [order_date]), and then use this new date for calculations. Else download the latest data from description box.
    Hope this helps. Thanks for watching!

  • @datatutorials1
    @datatutorials1  Рік тому

    PYTD by Fixed LOD
    { FIXED YEAR([Order Date]): SUM(IF YEAR([Order Date])=
    {MAX(YEAR([Order Date]))}-1
    AND
    [Order Date]

  • @mannahchat
    @mannahchat 4 місяці тому

    What about just a basic old previous ytd date filter? Like I only want to show a count of our contracts that started from 1/1/2023-7/29/2023 (today is 7/29/2024) and I want that to dynamically update as the year goes on. How would I build that? It seems very hard for such a simple ask, since YTD date filters are an out of the box option

  • @sumitchaudhari5815
    @sumitchaudhari5815 10 місяців тому

    sir can you make video on tableau server( by taking some use cases and cover how you give permission to which stakeholder like whole process done by tableau developer) and on mtd, mtd, qtd, yoy, mom, wow for fiscal year and can you create one dashboard for it and add those comparison signs everything in one video it will be very helpful and explain in a same way as you have explain in this video. i liked the way you have explained.

  • @bkkoumi
    @bkkoumi 6 місяців тому

    Thank you, this instructive video. Can you help create a calculation that can be dynamically applied to all date sets (Year and month) and visualized by changing the dates (Drop down list)?

  • @gudiatoka
    @gudiatoka Рік тому

    { FIXED YEAR([Order Date]) :SUM(IF YEAR([Order Date])={MAX(YEAR([Order Date])-1)}
    and [Order Date]

  • @Time_Traveller_Dubai
    @Time_Traveller_Dubai Рік тому

    Sir today i was doing same but not getting value it's showing blank means there's no update data year of 2023 then how can i do it the calculation can we use there as max(order date) function

  • @gudiatoka
    @gudiatoka Рік тому

    bhai name change kar liye??

  • @avinayakchoudhary4172
    @avinayakchoudhary4172 Рік тому

    please make video for power bi

  • @sbbb2884
    @sbbb2884 Рік тому

    Create new order date (e.g. if current year is 2023 then make sure new order date should have 2023) and show below columns in the text table.
    Year
    Quarter
    Month
    SUM(Sales)
    YTD Sales
    QTD Sales
    MTD Sales
    How to solve this question

  • @gudiatoka
    @gudiatoka Рік тому

    so...bhai as it is 2023 ,, all should b false only [order date]

    • @datatutorials1
      @datatutorials1  Рік тому +1

      Modify your data to convert date to 2023 and then practice

    • @gudiatoka
      @gudiatoka Рік тому

      @@datatutorials1 tnxxxx

    • @rambo6240
      @rambo6240 Рік тому +1

      You can use DATEADD function to make the order dates in sync with the current year like DATEADD('year',+-x, [order_date])