Comparing quarterly data to same time period a year ago
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I have quarterly data for 2018 (Q1-Q3) which I would like to compare with the same time periods from a year ago so 2017 Q1-Q3.
Where it gets a little tricky is that I would like for my workbook to be smart enough in Q1 2019 to know that it only compares for one quarter in 2018 and when Q2 2019 data rolls in it uses 2 quarters and so on and so on.
Is this possible in Tableau?
For those that are interested I have generated some random data in the format of my workbook in Excel for import into Tableau. Here is the link to the data.
tableau
asked Nov 19 at 23:49
TheGoat
3182420
add a comment |
up vote
1
down vote
favorite
I have quarterly data for 2018 (Q1-Q3) which I would like to compare with the same time periods from a year ago so 2017 Q1-Q3.
Where it gets a little tricky is that I would like for my workbook to be smart enough in Q1 2019 to know that it only compares for one quarter in 2018 and when Q2 2019 data rolls in it uses 2 quarters and so on and so on.
Is this possible in Tableau?
For those that are interested I have generated some random data in the format of my workbook in Excel for import into Tableau. Here is the link to the data.
tableau
asked Nov 19 at 23:49
TheGoat
3182420
What do you mean by "when Q2 2019 data rolls in it uses 2 quarters and so on"?? And I assume 2016-Q1, 2016-Q2... are the field names.
– akshay
Nov 20 at 3:19
Hi Akshay, what I should have said is that when I am running this analysis in Q3 2019 that it will use Q1 and Q2 2019 data. Regarding fileld names, I have a variable called 'quarter-year' which is a 'date time' that contains all the quarter-year info I.e. 2015-Q4, 2016-Q1......
– TheGoat
Nov 20 at 6:29
Then in that case I think you could useIFcondition on your date field by comparing withTODAYfunction in Quarter format.
– akshay
Nov 20 at 6:41
@akshay thanks, any chance you could elaborate on the IF statement and TODAY statement?
– TheGoat
Nov 20 at 6:55
add a comment |
up vote
1
down vote
favorite
up vote
1
down vote
favorite
I have quarterly data for 2018 (Q1-Q3) which I would like to compare with the same time periods from a year ago so 2017 Q1-Q3.
Where it gets a little tricky is that I would like for my workbook to be smart enough in Q1 2019 to know that it only compares for one quarter in 2018 and when Q2 2019 data rolls in it uses 2 quarters and so on and so on.
Is this possible in Tableau?
For those that are interested I have generated some random data in the format of my workbook in Excel for import into Tableau. Here is the link to the data.
tableau
asked Nov 19 at 23:49
TheGoat
3182420
I have quarterly data for 2018 (Q1-Q3) which I would like to compare with the same time periods from a year ago so 2017 Q1-Q3.
Where it gets a little tricky is that I would like for my workbook to be smart enough in Q1 2019 to know that it only compares for one quarter in 2018 and when Q2 2019 data rolls in it uses 2 quarters and so on and so on.
Is this possible in Tableau?
For those that are interested I have generated some random data in the format of my workbook in Excel for import into Tableau. Here is the link to the data.
tableau
tableau
asked Nov 19 at 23:49
TheGoat
3182420
asked Nov 19 at 23:49
TheGoat
3182420
asked Nov 19 at 23:49
TheGoat
3182420
asked Nov 19 at 23:49
TheGoat
3182420
asked Nov 19 at 23:49
TheGoat
3182420
3182420
What do you mean by "when Q2 2019 data rolls in it uses 2 quarters and so on"?? And I assume 2016-Q1, 2016-Q2... are the field names.
– akshay
Nov 20 at 3:19
Hi Akshay, what I should have said is that when I am running this analysis in Q3 2019 that it will use Q1 and Q2 2019 data. Regarding fileld names, I have a variable called 'quarter-year' which is a 'date time' that contains all the quarter-year info I.e. 2015-Q4, 2016-Q1......
– TheGoat
Nov 20 at 6:29
Then in that case I think you could useIFcondition on your date field by comparing withTODAYfunction in Quarter format.
– akshay
Nov 20 at 6:41
@akshay thanks, any chance you could elaborate on the IF statement and TODAY statement?
– TheGoat
Nov 20 at 6:55
add a comment |
What do you mean by "when Q2 2019 data rolls in it uses 2 quarters and so on"?? And I assume 2016-Q1, 2016-Q2... are the field names.
– akshay
Nov 20 at 3:19
Hi Akshay, what I should have said is that when I am running this analysis in Q3 2019 that it will use Q1 and Q2 2019 data. Regarding fileld names, I have a variable called 'quarter-year' which is a 'date time' that contains all the quarter-year info I.e. 2015-Q4, 2016-Q1......
– TheGoat
Nov 20 at 6:29
Then in that case I think you could useIFcondition on your date field by comparing withTODAYfunction in Quarter format.
– akshay
Nov 20 at 6:41
@akshay thanks, any chance you could elaborate on the IF statement and TODAY statement?
– TheGoat
Nov 20 at 6:55
What do you mean by "when Q2 2019 data rolls in it uses 2 quarters and so on"?? And I assume 2016-Q1, 2016-Q2... are the field names.
– akshay
Nov 20 at 3:19
What do you mean by "when Q2 2019 data rolls in it uses 2 quarters and so on"?? And I assume 2016-Q1, 2016-Q2... are the field names.
– akshay
Nov 20 at 3:19
Hi Akshay, what I should have said is that when I am running this analysis in Q3 2019 that it will use Q1 and Q2 2019 data. Regarding fileld names, I have a variable called 'quarter-year' which is a 'date time' that contains all the quarter-year info I.e. 2015-Q4, 2016-Q1......
– TheGoat
Nov 20 at 6:29
Hi Akshay, what I should have said is that when I am running this analysis in Q3 2019 that it will use Q1 and Q2 2019 data. Regarding fileld names, I have a variable called 'quarter-year' which is a 'date time' that contains all the quarter-year info I.e. 2015-Q4, 2016-Q1......
– TheGoat
Nov 20 at 6:29
Then in that case I think you could use
IF condition on your date field by comparing with TODAY function in Quarter format.– akshay
Nov 20 at 6:41
Then in that case I think you could use
IF condition on your date field by comparing with TODAY function in Quarter format.– akshay
Nov 20 at 6:41
@akshay thanks, any chance you could elaborate on the IF statement and TODAY statement?
– TheGoat
Nov 20 at 6:55
@akshay thanks, any chance you could elaborate on the IF statement and TODAY statement?
– TheGoat
Nov 20 at 6:55
add a comment |
1 Answer
1
active
oldest
votes
up vote
1
down vote
Try the following:
IF DATEPART('year',[datefield]) - 1 = DATEPART('year',TODAY())
AND DATEPART('quarter',[datefield]) < DATEPART('quarter',TODAY())
THEN [valueField]
END
This will compare with previous year's data.
answered Nov 20 at 8:37
akshay
567112
@aksahy, thanks for taking the time to reply. Does this calculated field get added to the filter shelf or do I need to run my YoY quick calculation and include it there?
– TheGoat
Nov 20 at 14:52
@TheGoat, you can use calculated field as a filter.
– akshay
Nov 21 at 3:24
add a comment |
1 Answer
1
active
oldest
votes
1 Answer
1
active
oldest
votes
active
oldest
votes
active
oldest
votes
up vote
1
down vote
Try the following:
IF DATEPART('year',[datefield]) - 1 = DATEPART('year',TODAY())
AND DATEPART('quarter',[datefield]) < DATEPART('quarter',TODAY())
THEN [valueField]
END
This will compare with previous year's data.
answered Nov 20 at 8:37
akshay
567112
@aksahy, thanks for taking the time to reply. Does this calculated field get added to the filter shelf or do I need to run my YoY quick calculation and include it there?
– TheGoat
Nov 20 at 14:52
@TheGoat, you can use calculated field as a filter.
– akshay
Nov 21 at 3:24
add a comment |
up vote
1
down vote
Try the following:
IF DATEPART('year',[datefield]) - 1 = DATEPART('year',TODAY())
AND DATEPART('quarter',[datefield]) < DATEPART('quarter',TODAY())
THEN [valueField]
END
This will compare with previous year's data.
answered Nov 20 at 8:37
akshay
567112
@aksahy, thanks for taking the time to reply. Does this calculated field get added to the filter shelf or do I need to run my YoY quick calculation and include it there?
– TheGoat
Nov 20 at 14:52
@TheGoat, you can use calculated field as a filter.
– akshay
Nov 21 at 3:24
add a comment |
up vote
1
down vote
up vote
1
down vote
Try the following:
IF DATEPART('year',[datefield]) - 1 = DATEPART('year',TODAY())
AND DATEPART('quarter',[datefield]) < DATEPART('quarter',TODAY())
THEN [valueField]
END
This will compare with previous year's data.
answered Nov 20 at 8:37
akshay
567112
Try the following:
IF DATEPART('year',[datefield]) - 1 = DATEPART('year',TODAY())
AND DATEPART('quarter',[datefield]) < DATEPART('quarter',TODAY())
THEN [valueField]
END
This will compare with previous year's data.
answered Nov 20 at 8:37
akshay
567112
answered Nov 20 at 8:37
akshay
567112
answered Nov 20 at 8:37
akshay
567112
answered Nov 20 at 8:37
akshay
567112
567112
@aksahy, thanks for taking the time to reply. Does this calculated field get added to the filter shelf or do I need to run my YoY quick calculation and include it there?
– TheGoat
Nov 20 at 14:52
@TheGoat, you can use calculated field as a filter.
– akshay
Nov 21 at 3:24
add a comment |
@aksahy, thanks for taking the time to reply. Does this calculated field get added to the filter shelf or do I need to run my YoY quick calculation and include it there?
– TheGoat
Nov 20 at 14:52
@TheGoat, you can use calculated field as a filter.
– akshay
Nov 21 at 3:24
@aksahy, thanks for taking the time to reply. Does this calculated field get added to the filter shelf or do I need to run my YoY quick calculation and include it there?
– TheGoat
Nov 20 at 14:52
@aksahy, thanks for taking the time to reply. Does this calculated field get added to the filter shelf or do I need to run my YoY quick calculation and include it there?
– TheGoat
Nov 20 at 14:52
@TheGoat, you can use calculated field as a filter.
– akshay
Nov 21 at 3:24
@TheGoat, you can use calculated field as a filter.
– akshay
Nov 21 at 3:24
add a comment |
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What do you mean by "when Q2 2019 data rolls in it uses 2 quarters and so on"?? And I assume 2016-Q1, 2016-Q2... are the field names.
– akshay
Nov 20 at 3:19
Hi Akshay, what I should have said is that when I am running this analysis in Q3 2019 that it will use Q1 and Q2 2019 data. Regarding fileld names, I have a variable called 'quarter-year' which is a 'date time' that contains all the quarter-year info I.e. 2015-Q4, 2016-Q1......
– TheGoat
Nov 20 at 6:29
Then in that case I think you could use
IFcondition on your date field by comparing withTODAYfunction in Quarter format.– akshay
Nov 20 at 6:41
@akshay thanks, any chance you could elaborate on the IF statement and TODAY statement?
– TheGoat
Nov 20 at 6:55