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Tableau Community Forums Member (Inactive) (Salesforce) asked in #Tableau Desktop & Web Authoring
Nov 17, 2022, 6:23 PM

How to get the values of Current YTD, Previous YTD and Current Quarter, Previous Quarter, Previous Year Quarter?

Hi,

I hope someone can help me in getting the values of the following by using a date formula:

 

  1.  Current YTD (Jan 2022 - Oct 2022)
  2. Previous YTD (Jan 2021 - Oct 2021)
  3. Current Quarter ( Oct 2022 - Dec 2022)
  4. Previous Quarter (Jul 2022 - Sep 2022)
  5. Previous Year Quarter (Oct 2021 - Dec 2021)

 

Attached is my sample data excel file. Please let me know if you have any clarifications on my inquiries, Thank you.

 

Best regards,

Mike

Test_Compare YTD vs PYTD and Current Qtr vs Previous QTr vs Previous Year Qtr.xlsx
3 answers
  1. Jim Dehner - Tableau Visionary HoF (Market Analytics LLC)
    Nov 17, 2022, 9:02 PM

    add a parameter to select the end date - from the blog

    "The LOD approach is the one I recommend most often – the LODs for the Current and Prior YTD are portable from sheet to sheet and can be used in any other calculation. They are also easily converted to use with a parameter for the end date or the max date in the data set by substituting [Parameter Date] or {Max(date)} for Today() in the formulas.

    Thanks

    Jim - Tableau Visionary

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