All in Tableau Dates
Many organizations report against a fiscal calendar which doesn't align with the standard calendar year. If your organization's fiscal year starts in October or July, you know what I'm talking about.
We've created a handful of resources documenting how to use calculations to monitor year to date performance compared to prior year to date performance, but we've never addressed how to do this if you're operating on fiscal years.
Hey everyone! We are back with another one of the “To Date” calculation videos many people know us for.
Need to calculate Quarter to Date vs. Previous Quarter to date in Tableau? Check out the video below to learn the simplest method.
In addition, you can easily tweak this formula to compare to the same quarter last year, or any other quarter of interest.
This video covers how you can create a parameter which is used in a Tableau dashboard to control two date ranges at once, a “selected period” (e.g. month to date) and a “comparison period” (e.g. previous month to date).
Sometimes, you need a totally customized date filter for a Tableau dashboard. A fully customized date filter allows you to list the exact date ranges you want a user to be able to select from, and then filters the worksheets in the dashboard to that selected range. Check this video out to learn how you can utilize a parameter, calculation with date logic and worksheet filters to give your users a fully customized list of date ranges they can select and filter on.
Do you need to create a calculation in Tableau which differentiates between weekends and weekdays?
In the past, we’ve covered how to write a calculation which allows you to compare today to the same day of the year in Tableau. In that scenario, we used the day of year number for comparison. That works well if January 27th from this year should be compared to January 27th of last year (for example). However, what if you want to compare so that equal days of week are being compared?
Recently, I received an email from a blog follower wondering if a single field in Tableau could categorize data at multiple date unit levels (e.g. year, quarter and month). With a bit of calculation creativity, we were able to write a calculation which…
This might be a record short post for the OneNumber blog! I hope I can save you the five minutes I wasted writing custom string calculations trying to combine Date and Time fields in Tableau.
A student in one of my Tableau classes recently told me they were searching for a solution to one of their problems and came across my blog post Month to Date vs. Previous Month to Date in Tableau. Score!
I asked if it solved his problem and he mentioned that his use case was slightly different. Instead of answering the question, “How do month to date sales compare to previous month to date?” he was trying to answer, “How do month to date sales compare to month to date sales for each month from the past year?”
Tableau is optimized to perform date comparisons and calculations relative to a standard calendar. If your organization’s year starts on the first of a month other than January, Tableau can still handle that relatively well. The flexibility breaks down when the calendar year doesn't start on the first of the month and the comparison periods (e.g. semester or trimester) don't align with Tableau's pre-built periods (quarters, months, weeks).
Tableau date period comparisons and calculations work great as long as you use a conventional calendar. If your organization uses a non-standard calendar (e.g. your fiscal year doesn’t start on January 1st or you have comparison periods like semesters which aren’t native to Tableau), you probably need to create and integrate your own calendar with your data source.
I was recently working on a project where we wanted to compare weekly performance, but it only made sense to compare weeks once they were complete. As a result, we routinely came across situations where we wanted to compare the last full week to the previous full week.
Sometimes, when analyzing your business, you want to know how values month to date compare to this same point last month. We wrote a post about how to write these calculations in Tableau a while ago, but we’ve updated our methods and have some simpler formulas now! Check out the video below to learn the simplest way to write Month to Date and Previous Month to Date formulas.
Tableau provides flexibility when working with dates, but sometimes getting it to do exactly what you want requires a custom touch.
If you’ve ever gotten stuck writing date calculations in Tableau, this webinar is for you!
One of the most popular blog posts on the OneNumber blog was Calculating Year to Date Versus Previous Year to Date in Tableau.
Tableau doesn’t have a great native feature for comparing year to date values to the same time period from the previous year, but it can be accomplished with a few calculations!
A few months ago, a blog reader, Om Parekh, reached out to me with a question. He was working on a project where he needed to compare each day to the same day the previous year. For instance, how did the third Wednesday in February, 2020 compare to the third Wednesday in February, 2019?
