My company uses a Fiscal Calendar so trying to figure out how to create calculated fields for WTD and MTD Sales. I have the Fiscal Calendar with the sales data and will have a Parameter for the "TY End Date" to be entered. I created 2 calculated fields to determine the Week and Month number of the entered parameter date but this is only happening on the row with the exact date. How can I get the Rpt Week Nbr = 17 to be on all rows so the WTD Sales will find a match for all the days in Week 17? I was trying to avoid creating more parameters to enter the fiscal week, fiscal month and fiscal year.
Or is there a totally different solution to use a Fiscal calendar to get WTD and MTD totals?
We are using Tableau desktop 2019.4.3
I think you need to use table calculations to accomplish what you are wanting. Here's what I did:
1. Make a calculated field for the Month and the Week, like so:
2. Then I created the table calculation like so:
And then the same thing for WTD as well. The result is the following viz:
Is that what you are trying to achieve?
Please let us know.
Thanks,
Kaz.
