I'm having trouble coming up with a calculation that will give me number of students (classes, employer partners, and volunteers) for the last completed fiscal year in the attached workbook. The current calc doesn't work for this purpose.
Here's the relevant info:
- The relevant date field is called "Fiscal Year of Data Collection (Fiscal year is July to June)"
- Fiscal years are from 7/1 to 6/30 so FY24 is 7/1/23 to 6/30/24.
- The organization plans to update data once a year in October.
I assume I need calcs for current fiscal year and previous fiscal year to create the filter calculation, but I can't figure out how to do it. I'd be most appreciative for some help!
@Amelia Kohm oh awesome! Glad to hear the solution worked out for you :)
To answer your question, IF/THEN expressions stop once a condition is met. Here's the Tableau Help IF Function documentation w/ examples if if it helps
"Tests a series of expressions and returns the <then> value for the first true <test>"
IF [6/30/24] = [6/30/24] THEN ‘Last Completed FY’ (TRUE --> STOP)
"If [6/30/24] = [6/30/24], then return ‘Last Completed FY’. If not, look at the next expression."
since the condition on the first line was met (aka true), Tableau will stop the logic checking process and return 'Last Completed FY'. Any remaining conditions (aka ELSEIF statements) won't be considered or tested.
I hope this helps!
Kelsie
