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?
Related
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.
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 have a data set that has dates for many years. I can easily filter the data by month or week, but I was hoping to change the X axis to make it start in October and end in April.
Is there a way to do this in Tableau without altering the original data and listed dates?
I don't know about it ending in April since that would not be a full 12 months but you can make it start in October. Right click on your date field > Default Properties > Fiscal Year Start. Then select October.
Could some one please help me to mention First working day date and Last working Day Date of last month in Crystal Repoerts (8.5),
I need to use last month's first and last business day date for monthly report generation on first working day of the month.
In record selection I would like to give condition on value date, so that records will be only from earlier month.
For example if today is 1st jul 2014 (01-07-2014) then i shall get formula in record selection on Value date (say field is Value_Date) as,
first day of earlier month: 02-06-2014
last day of earlier month: 30-06-2014
Assuming Value_Date is a Date Field try belwo formula in Record Selection.
Value_Date>=DateSerial(Year(currentdate),Month(currentdate)-1,1) and
Value_Date<DateSerial(Year(currentdate),Month(currentdate),1)
Try this
if DayOfWeek(DateSerial(Year(currentdate),Month(currentdate),1),1) =1
then DateSerial(Year(currentdate),Month(currentdate),1+1)
else if DayOfWeek(DateSerial(Year(currentdate),Month(currentdate),1),1) = 7
then DateSerial(Year(currentdate),Month(currentdate),1+2)
else
DateSerial(Year(currentdate),Month(currentdate),1)
BO Version: 12.1.0 on Infoview,
O/S: W7
I am creating a report in infoview, which is a cross-tab. I have departments on the row side and for the column I want to have all Saturday dates dynamically displayed, and this is dependent on the date prompt values I put in to the report when I run it.
So if I put in for the prompts Dec the 08th 2013 to Jan the 04th 2014 I should see 4 Saturday dates (14th/21st/28th/04th) along the column headers.
I started off using a variable and using the function relativedate, which gave me all the dates I wanted:
=RelativeDate(LastDayOfWeek([Query 1].[Episode End Date]);-1)
but because I used -1 to get the Saturday date it was giving me the Saturday before the earliest prompt date, so I was getting these dates instead:
(07th/14th/21st/28th/04th)
Is there a way I can get these dates but ignore the previous day (the 7th) before the start prompt date?
I want to have this dynamic so that if I put a date range in it shows me all the saturday dates within that range along the top of the report regardless of the date range period.
Andrew
The reason you're having trouble is that WebI (being ISO compliant) considers a week to run from Monday to Sunday, but your reporting week ends on Saturday.
So, I would approach it this way:
=RelativeDate(
LastDayOfWeek(
RelativeDate([Query 1].[Episode End Date];1)
)
;-1)
If we evaluate some dates with this logic, we'll see the desired result:
Testing 12/8 (Sunday):
Add one day = 12/9
Get Last Day Of Week = 12/15
Subtract one day = 12/14
Testing 12/12 (Thursday)
Add one day = 12/13
Get Last Day Of Week = 12/15
Subtract one day = 12/14
Testing 12/14 (Saturday)
Add one day = 12/15
Get Last Day Of Week = 12/15
Subtract one day = 12/14
I'm at home and don't have access to WebI right now, so I can't test this myself, but the logic should be sound.