Hi,
I would like to create a YTD calculation based on all dimension levels I have in my dataset directly in Tableau Prep.
The value of the Sales in the dataset attached is monthly, and based on that, at the most granular detail of the dataset, I need to create the YTD cumulated value (from the beginning of that year until the date shown in that row).
i.e.:
If in my row I see 100$ of sales in November 2021, for customer A and in Region Central, I need to have another column that in the same row shows me all the sales for customer A in Region Central from the beginning of 2021 until November 2021.
How can I do that in Tableau Prep?
Thanks,
Giacomo
By the way, here is the test workbook where I could check the YTD Sales is conform to a Table Calc of YTD Sales.
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Antoine Dinimant
Freelance consultant, trainer & teacher
