How can I get this outcome in Tableau?
I am trying to compare This Fiscal Year Vs Last Fiscal Year Revenue Data.
I need a calculation that will be able to add an extra day for order_date dimension.
Please help!
dateadd('day',1,[order date])
Check out this link for more date calculations.
https://help.tableau.com/current/pro/desktop/en-us/functions_functions_date.htm
Related
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;
I have 3 tables, one with stocktakes conducted last year, one with stocktakes conducted this year and one with sales. All of them are joined by date to one table where I have dates.
Now the question is what can I do to get table with:
store name/ last year stocktake date/ this year stocktake date/ sum of sales from last year stocktake date to this year stocktake date.
If you choose store, than stocktake date from one table, stocktake from second table all looks good, the problem is that I can't get sales to show from/to.
C2Csales = calculate(sum(PP_SalesLessTax[SalesLessTax]),PP_SalesLessTax[date] >= [ly date])
[ly date] is just a measure with last year stocktake date
I have a feeling that this have to be very easy but have no idea how to get this work
thanks
daniel
please see data model. It is a part of bigger model but I have trimmed it so it is clear what is this about.
data model
And here is what I need. Please see picture.
thanks for all responses
result required
You don't need two tables to simulate years. You can have just one. The idea of last year should be calculated by a measure. If you have a complete date table with a day for each row without missing days then you can build time intelligence.
If I get you, you need something like this two measures:
Sales = sum(PP_SalesLessTax[SalesLessTax]
Sales LY = CALCULATE ( sum(PP_SalesLessTax[SalesLessTax] , SAMEPERIODLASTYEAR ( DatesTable[DateColumn] )
With this two measures you can take both of them on same visualizations to compare them.
The idea of having from and to can be solved on visualizations. The slicer with a date type column can create a range filter data that will apply for this two created measures.
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!
I am trying to compare yesterday's data to the same day the year before. For example, yesterday is 11 November 2018. I want to compare to 12 November 2017 (same day but the year before). I am wanting this to be applied automatically on the filter so all I need to do is open the file and verify the numbers are correct before sending off the report.
Any help would be appreciated.
Thanks
There are many Tableau functions that manipulate dates. A couple in particular are relevant to your problem:
Today() - returns the current date
DateAdd() - adds or subtracts an interval from a date. For instance, DateAdd('year', Today(), -1) gives the date one year prior to today. The first argument to DateAdd is the level of granularity or date part.
DateDiff() - determines the difference of the interval between two dates. DateDiff('day', [Start Date], [End Date]) returns the number of days separating the two date arguments.
The functions are well documented in the online help. Construct the formulas you need and filter accordingly.
Isolate yesterday's date as its own field. For instance if that is the max date in your data, then {max([Date])} would create an LOD of the maximum date.
Then make a calculation that will display the same date last year:
year([Date]) = year([max_date])-1
and datepart('week',[Date]) = datepart('week',[max_date])
and datepart('weekday',[Date]) = datepart('weekday',[max_date])
I have a SSRS report that has typical Start Date / End Date parameters that will filter out Sales Order information based on the OrderDate field. With this report, I have a subreport. This subrebort is basically nothing more than an aggregation of the same info, by month. This aggregate information should be from the first day of the month, one year prior, through the last day of the End Date's parameters month. This does not take the main subreports Start Date parameter into consideration at all.
This is where it gets a little tricky. For example, lets say I made the start date / end date parameters on my main report:
10/15/2016 - 11/15/2016
(just remember, for this purpose, the start date is irrelevant)
I would want the subreport to show the sales totals, per month, for the ENTIRE month of December 2015 through the ENTIRE month of November 2016, even though my end date was 11/15/2016.
If I were to put in those same dates for my parameters in the report right now, for the aggregation of December 2015, I would only get sales from the 15th through the 31st. Currently I have my subreport to filter on the OrderDate by:
Fields!OrderDate.Value>= DateAdd(DateInterval.Month, -12,Parameters!EndDate.Value)
I know that this filter is not currently set up to have an end date for the parameter, just a greater than argument, which is wrong since I want the 12 month history to stop at the last day of the month for the month of my End Date parameter, but I don't know how to make that happen either.
I hope I have explained this well. Any help on this would be greatly appreciated.
You can set a filter to get only dates between a specific range in your subreport dataset, tablix and some visualizations:
In DataSet properties or Tablix Properties in the Filter tab use these settings:
In the Value textboxes you should use the expressions to calculate your date range.
StartDate
=DateSerial(Parameters!EndDate.Value.Year-1,Parameters!EndDate.Value.Month,1).AddMonths(1)
EndDate
=DateSerial(
Parameters!EndDate.Value.Year,Parameters!EndDate.Value.Month,1).AddMonths(1).AddDays(-1)
It should filter your data from 12/01/2015 to 11/30/2016 if your EndDate parameter is set to 11/15/2016
Let me know if this helps.