Data from Last and Current year - date

I want to create a Chart that compares the revenue of the current year with the previous year. I didn't find any documentation (yet) on how to code the date for current and last Calendar year.

Related

Previous Month Calculation without Date Filters or Attributes in Report

I am trying to create a report that shows total sales for the previous financial year (March-April), the current financial ytd, and the previous month in powerbi. I do not want to include any date attributes in the report or place any date filters on the report.
The 2 measures below are working as expected, but I am running into issues when trying to calculate for the previous month.
This Year = CALCULATE('Fact InvoiceLine'[Total Fare Currency],
DATESYTD(ENDOFYEAR(dateadd('Date'[Date], -2,Year),"3/31"),"3/31"))
Previous Year = CALCULATE('Fact InvoiceLine'[Total Fare Currency],
DATESYTD(ENDOFYEAR(dateadd('Date'[Date], -3,Year),"3/31"),"3/31"))
The closest I have been able to get, though it's still far from what I need.... is this,
Last Month = CALCULATE('Fact InvoiceLine'[Total Fare Currency],
DATESMTD(ENDOFMONTH(dateadd('Date'[Date], -2,YEAR))))
which goes back 11 calendar months, but what I need is to see the total for 1 calendar month. Using PREVIOUSMONTH does not work either, as that requires either a date filter or date value in the report.
Last Month =
CALCULATE([Total Fare Currency],
FILTER(ALL('Date'),'Date'[Date] >= EOMONTH(TODAY(),-2)+1),
FILTER(ALL('Date'),'Date'[Date] <= EOMONTH(TODAY(),-1))
)

Tableau Fixed Max date registered by month

I want to create a graph line in tableau with a count distinct id per month.
I use an excel spreadsheet that is updated a few times per month but never on the same date, so I have different dates registered as months go by.
I want to use the last date registered per month so I can use that date to show month's trend through the years. Each id represent a different construction building, so it is expected that the same id can be found on different months.
This is what I tried: Tableau Fixed (LOD) formula the get last date registered per each month:
{ FIXED [id_constructionbuilding], MONTH([date_registered]): MAX([date_registered])}
Then I use rows and columns in tableau but I get more than one max date (my excel has 2020 and 2021 dates, so it's picking dates from October 2020 and October 2021 for example). Dates are order according to Spanish so you will see month and days shifted:
I would suggest updating your calculated field to:
{ FIXED [id_constructionbuilding],DATETRUNC('month', [date_registered]), DATETRUNC('year', [date_registered]):MAX([date_registered])}
This will keep the level of detail (LOD) to the id_constru..., month and year.

How to calculate the last week of every month?

I've been having a look around but I can't seem to find anything that answers this question. I want to calculate the date for the last week of every month. For example, the date for the last week of April 2021 is 26-04-2021. I want a date, not a week number.
I use Google Big Query, I do have a calendar table I could use to extract year and month.
Thanks,
Emily
Try date_trunc:
SELECT date_trunc(last_day(month1st, month), week(monday))
from unnest(GENERATE_DATE_ARRAY('2021-01-01', '2021-12-01', interval 1 month)) AS month1st;

Tableau, Week to Date, Month To Date, Year to Date parameter

I have a data set spanning 2 years and is updated daily, created a dashboard to give a view of incidents by date group. I have created a parameter using date trunc for Day/Week/Month/Quarter/Year. This is in Tableau.
I am trying to get the parameter to show a Week to date, Month to date and so on view. IE if on Weds 15th Dec I selected the weekly view, it would only show data for every week in the data set for Sat-Weds (My weeks go Sat-Fri) or the monthly view every month between 1st-15th
Ideally I am wanting this as a simple parameter for a drop down menu, I can do the week to date stuff as a rolling sum restarting every week in a separate table, but for ease I just need a date group function that will allow to do this.
Any suggestions would be appreciated.
Cheers
Pete
The solution is 5 parts:
Date Part Parameter
Max date [Max Date]
Dynamic date part of the Max date [Dynamic Date Part Max]
Dynamic date part of the historical dates [Dynamic Date Part]
Filter those date parts <= the Max date [Dynamic Date - Lass than Max]
Date Part Parameter
Max Date
This is the calculation you'd use with your dataset to find the max date.
{ MAX([Order Date]) }
In order to create a good example, I'm going to set my Max date to a specific date the falls in the middle of a week, in the middle of a month and middle of the year. I'm going use June 13th, 2018 as my Max Date.
So, if you want to follow along you can use the below date as your max date. You can also use this data set if you'd like.
DATE(#2018-06-13#)
Dynamic date part of the Max date
DATEPART([Select Date Part], [Max Date])
Dynamic date part of the Historical dates
DATEPART([Select Date Part], [Order Date])
Filter on Historical dates parts <= the Max Date
[Dynamic Date Part] <= [Dynamic Date Part Max]
Now that we have all the pieces we need let's check to make sure they are working as we would expect.
Looks like we're seeing all the days of the month that are <= the 13th.
When we change it to Day of the Week we see only the days of the week <= the 4th day of the week which is Wednesday when the week starts on Saturday.
Now let's calculate the running sum of sales along our dynamic date part to better help you with your example.
Drag the measure you want to calculate the running sum onto the label, then create a quick table calculation. We'll next need to edit this table calculation as so.
You'll then see your calculation working as you would expect.
Hope this was helpful. Happy vizzing!

Changing from fiscal to calendar year

I am working on a dashboard where the user wants to change dates from a fiscal year to a calendar year from January 2017 going forward while keeping all data and continuing to display data prior to the change date in fiscal year format.
I have looked at using a calculated field with dateadd clocking the date back a month but it skews the data when the gap between fiscal and calendar month is rolled into 2017.
Has anyone encountered this issue?