I've Googled and can't find a specific solution to this problem.
I have fundraising data that goes back several years. In the data set, there is a one row for each donation including date of donation (called "Date of Record") and amount of donation (called "Amount Rasd".The fiscal year is July 1 to June 30.
I want to show the following on my dashboard:
-Total funds raised in the current fiscal year to date
-Total funds raised in the prior year for the same period (in other words: last year to date)
-Fiscal year over year change (as a percentage).
I know the solution probably involves a DATEADD calc that adjusts the date by 6 months. But I can't seem to get to calculations that give me the FYTD sum for the current and the prior year,
Thanks, in advance, for your help! ๐
Hi @yi liu:
Thanks for your response and updated workbook! Unfortunately, when I open it, the calc called "1 FY Year" isn't working because it has an "unknown function" in it. My version of Tableau is not recognizing the "when in" function. See image below.
In the meantime, I found a solution from Justin Song (https://www.encorebusiness.com/blog/measure-fiscal-year-tableau/) to create an automated solution to this problem. With a little tweaking, I was able to create both Current FYTD and Prior FYTD totals. So I'll close this post.
