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Tableau Community Forums Member (Inactive) (Salesforce) asked in #Tableau Desktop & Web Authoring
Apr 24, 2019, 9:00 AM

Summing current month + Previous month values

Hi,

 

I have requirement to calculate the current month metric  value + the  previous month metric value of another metric.

 

can some one please help me the formula to lookup for a previous month value and dynamically pick up the value.

 

I need to add 13514 + 4575.

 

Summing current month + Previous month values

 

thanks a lot in advance for any help.

 

Sowjanya

3 answers
  1. Tableau Community Forums Member (Inactive) (Salesforce)
    Apr 24, 2019, 9:43 AM

    Hi Sowjanya,

     

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

     

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

     

    1.CM Profit: {fixed:sum(if datediff('month',[Date],today())=0 then [Profit] end)}

     

    2. PM Discount: {fixed:sum(if datediff('month',[Date],today())=1 then [Discount] end)}

     

    3. Plus: [CM Profit]+[PM Discount]

     

    Hope it is helpful

     

    Thanks,

    Norbert

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