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Hi Tableau Community,

I'm working on a dynamic sales & quantity comparison dashboard, and I've hit a roadblock with % difference calculations.

 

What I’ve Built:

I’ve created a dashboard that allows the user to:

  1. Select a Start Date and End Date (via parameters)
  2. Choose a Time Granularity: Month / Quarter / Half-Year / Year
  3. Select the Metric: Sales or Quantity
  4. Choose how many previous periods to compare (1–5)

My data has:

  • Date field:
  • COMMERCIAL_INVOICE_DATE
  • Sales field:
  • net value in Lakh
  • Quantity field:
  • TOTAL_QUANTITY

 

What’s Working:

  • I created dynamic period groupings (e.g., Current Period, Previous 1, Previous 2…)
  • I’ve built a dynamic "Final Label" field to show friendly names like “FY 2024 – Q2” or “Previous 1”.
  • I created [Current Period Value] and [Previous Period Value] fields based on selected granularity and date range.
  • These values show correctly in the table view when I use "Final Label" in Columns.

 

What’s NOT Working:

  • When I apply a Quick Table Calculation → Percent Difference on the [Selected Measure Aggregate], it shows correct values only when "Final Label" is removed.
  • Once I bring "Final Label" back into the Columns shelf, the % Difference disappears or becomes null or incorrect.

 

What I Need Help With:

  1. How can I calculate and display the % Difference dynamically for each period (e.g. March 2025 vs March 2024, vs March 2023, etc.) while keeping the Final Label on Columns?
  2. Is there a workaround or method to allow Table Calculations to still work correctly when Final Label is present?
  3. Can I build a dynamic % difference label field similar to Final Label (for value) — to display e.g.,
    • “+5.4% vs Previous 1”
    • “–2.1% vs Previous 2” with arrows?
  1. Should I compute % difference manually instead of using Tableau's Quick Table Calculation? If yes, how to handle the Compute Using when Final Label is part of the layout?

 

 Layout Summary:

  • Columns: Final Label
  • Rows: Category (e.g. Customer or Product)
  • Text: Selected Measure (Sales or Quantity), Current Period, Previous Period, % Difference

Thank you in advance

Any guidance, calculations, or workbook examples would be a big help.

— Nihar

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