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Topics#Tableau Desktop & Web AuthoringTableau Community Forums Member (Inactive)'s Question
Tableau Community Forums Member (Inactive) (Salesforce) asked in #Tableau Desktop & Web Authoring
May 4, 2019, 9:05 PM

YTD line compared to PYTD and Budget

As a follow-up from an earlier post, the attached book has the filter as different colors.  The YTD can be selected so its highlighted.  Attached a book originally given by Simon Runc.

Actuals and Budget 2019_1.twbx
2 answers
  1. Tableau Community Forums Member (Inactive) (Salesforce)
    May 5, 2019, 12:22 PM

    Hi  Raj,

     

    Find my approach as reference below and stored in attached workbook version 10.5 located in the original thread

     

    Hi Raj, Find my approach as reference below and stored in attached workbook version 10.

     

    Upfront: Your dataset does not support your question;) Actual data is missing for April and May 2019

     

    pastedImage_2.png pastedImage_12.png

     

    1. YTD Actual: if datediff('year',[Date],today())=0 and [Date]<today() then [Actual] end

     

    2. YTD Budget: if datediff('year',[Date],today())=0 and [Date]<today() then [Budget] end

     

    3. PYTD Actual: if datediff('year',[Date],today())=1 and [Date]<dateadd('year',-1,today()) then [Actual] end

     

    4. PYTD Budget: if datediff('year',[Date],today())=1 and [Date]<dateadd('year',-1,today()) then [Budget] end

     

    Thanks,

    Norbert

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