I'm working on a dashboard in Tableau desktop and I want it to automatically update for the current and previous month, each month to show % change in simple, numerical terms (not graphed).
Is there a way to fix the previous month and current month numbers?
Sound like all you need is to use Relative Date filters. https://onlinehelp.tableau.com/current/pro/online/mac/en-us/filtering_add_dragfields_dates.html
Related
So I have a sales KPI's page in power bi with 2 full years of data and the current year which is updated monthly / daily, So in order to display data up to the current month we have data for and compare them with prior years I currently have to select all the months individually so for this month I have to make 11 clicks on a month slicer to not be comparing a skewed amount of data with the prior full years..
so my question would be, is there a way to make a slicer or button for an entire page to click just once and show data for only up to the completed dates of data in the current year, just to help efficiency for the end user. I don't want a measure to add to every single visual, just a button or slicer on the page to turn off and on.
I want to stay away from relative date filters that do not update automatically, I don't want to have to go in every month and change it on my end, I want the end user to just push an action button.
Thank you!
You have two options that will fit your use case.
Use the relative date filter, that will show the data for the current year
In this example the relative date filter is set for this year, and will only show the date in that range. The dataset does contain values from 2019 to 2021, but only shows 2021.
The second option is to create a calendar table with items such as 'Current Month', 'Current Year', 'Current Day' etc to drive that filtering if the relative date filter doesn't fit your use case. This example works out the current year
You can set the page filter to filter on items in the current date range, every time the dataset refreshes, it will update the range to take into account the current day, year, month or what ever you define
]Difference and percent Difference must be calculated.
I cannot do Apr20-MAy20 because it is not always the same. I need to show the current month and previous month
So I did a relative filter to just show the current month and previous month.
So the difference of two columns should automatically change when the month changes.
Now how do I get the same month of prior year, how do I filter ?
I also need to calculate the difference of current year same month and previous year same month.
Thank you in advance for any help!
When I do table across difference, the difference value is overwriting the existing May and Apr month values as the below screen shot, how to show the difference in another column
Currently:
Below is Expected:
Sounds like you should create a custom filter for the dates. You want:
This month this year
This month last year
Last month this year
There are a number of ways you could do this. I'll give one example and will assume there aren't any future dates in your data set.
[DateFilter]: DATETRUNC('month',[YourDateField])>=DATETRUNC('month',DATEADD('month',-1,TODAY())) OR DATETRUNC('month',[YourDateField])=DATETRUNC('month',DATEADD('year',-1,TODAY()))
Put the to the filters shelf, set to True, and it should keep the months you want.
Then you can just use the standard table calculations to calculate Difference and Percent Difference.
Note, the formula isn't tested, just typed directly into here, let me know if it doesn't work
Based on your comments look at creating separate calculations for to YoY / MoM / etc calculation. That also means creating calculated fields to isolate the Current Month, Previous Month, etc.
For example, the current month:
[isCM]: DATETRUNC('month',[YourDateField]) = DATETRUNC('month',TODAY())
The previous month:
[isPM]: DATETRUNC('month',[YourDateField]) = DATETRUNC('month',DATEADD('month',-1,TODAY()))
Then month on month, something like:
[MoM]: (SUM([Measure])*INT([isCM]))/(SUM([Measure])*INT([isPM]))
To make your table check this article about using the placeholder technique to create tables in Tableau
I have dashboard with a single stat panel showing the number of bookings for the current day. I need to show the same information (in order to compare) for the same of the week for last year on the same dashboard.
I know there is the "Time shift" feature in the panel but I don't want to set 364 days because I will not be sure to compare the same day.
Is there an easy way to do that?
Reagards,
If you're using InfluxDB/Flux you could timeShift your data independently from the Grafana UI.
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.
I have the chart below in Microsoft Visual Studio 2008 for an SSRS report.
The date in the x-axis uses January from each year, but I want it to use the latest month that is available from my dataset (from SQL Server). For example, we're currently in December of 2012, so I want it to be Dec-06, Dec-07, Dec-08, Dec-09, Dec-10, Dec-11, Dec-12 for the x-axis rather than Jan-06, Jan-07 etc.
I already tried reversing the order of the date in the SQL Server query (changed to descending), but it didn't make a difference to the chart (the data however is changed to desc, the chart just forces the date to have January).
Any help would be much appreciated.
Try playing with the scale and iterations on the x-axis itself. Your data isn't going to change but you should be able to set this in detail.
Updated Answer:
You will have to live with setting the minimum on your chart to being x years prior to the current month this way forcing the month starting to be, say, December.
The following Microsoft site specifies these minimum and maximim labels are automatically used. Then the intervals are set based on this. Your only option is to manually set the minimum and maximum.