Compare Running Sum Year Over Year in Tableau

By: Eric Parker

Eric Parker lives in Seattle and has been teaching Tableau and Alteryx since 2014. He's helped thousands of students solve their most pressing problems. If you have a question, feel free to reach out to him directly via email. You can follow him on LinkedIn or sign up for a Tableau Office Hour to work with him directly!

One of my favorite, underrated visuals in Tableau is to compare running sum values year over year! It is a great tool to compare student enrollments, sales and even personal achievements like miles run or silver coins found metal detecting! :-P

Would it be helpful to see how the running sum of values for this year stacks up to previous years? Check out this video to learn how you can compare cumulative values year over year!

Access/download the Tableau Workbook from the demo here.

Formula:


Day of Year:

DATEPART('dayofyear',[Order Date ])

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