Tableau Tutorial - Practical LOD #12 - Relative Period Filtering (YTD, QTD, MTD, YoY) (Part 4)
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This video is a step-by-step, comprehensive tutorial of how to do relative period filtering in Tableau, which is the 12th use case in Bethany Lyons' Top 15 LOD Expressions.
TOP 15 LOD Expressions White Paper:
https://www.tableau.com/about/blog/LO...
This video discusses
how to do Year over Year (YoY) Year-to-Date (YTD), Quarter-to-Date (QTD), Month-to-Date
effect of leap year in calculations
#Correction #Sorry : Leap Year Calculation Correction
• #Sorry - #Correction on Leap Year Cal...
There are 2 parts to this video
The first part we will go through and re-create the exact example in the white paper.
The second part is an expanded discussion on relative period filtering, and we will create that is more dynamic and flexible.
This video incorporates many Tableau concepts and functionalities
FIXED LOD (Level of Detail) Expressions
Table Calculations (Running Total)
Secondary Table Calculations
Specific Dimensions
Basic Calculations (math, IF/ELSE, CASE)
Parameters
Highlight Action
Custom Dates
Date Functions (DATE, DATEPART, MAKEDATE, DATETRUNC)
Sections:
0:00 - Intro
7:12 - Using dayofyear for year-to-date
10:30 - Secondary table calculations
15:12 - Part 2: updated version with parameters
16:53 - Using normalized date axis
25:03 - Using DATETRUNC to calculate relative period (YTD, QTD, MTD)
34:19 - How to handle leap years in calculation
Watch video Tableau Tutorial - Practical LOD #12 - Relative Period Filtering (YTD, QTD, MTD, YoY) (Part 4) online without registration, duration hours minute second in high quality. This video was added by user sqlbelle 26 October 2021, don't forget to share it with your friends and acquaintances, it has been viewed on our site 45,946 once and liked it 753 people.