Tableau: Show Current & Previous Months SIDE BY SIDE
Welcome to Interactive Training! In this session, we'll take a look at how to calculate current month, previous month, and last year's month in Tableau. You'll see how to display data for October 2024, September 2024, and October 2023 by creating calculated fields and using functions like DATE_TRUNC and DATEADD. We'll guide you through creating the necessary calculations, applying them to your view, and visualizing the results in a bar chart. By the end of this tutorial, you'll be able to effectively track and compare your data across different time periods.
🔹 How to Calculate Current Month, Previous Month, and Last Year's Month in Tableau | Interactive Training 🔹
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Creating the Base Chart
Start by bringing the order date onto the rows as month and change it from continuous to discrete. Drag the quantity into the view to set up your initial chart.
Creating Calculated Fields
Create a calculated field named "Current" to display only the current month's quantity by testing if the date trunc month of order date is equal to the date trunc month of today. Similarly, create a "Previous" field by subtracting one month from today and a "Last Year" field by subtracting one year.
Adding Calculated Fields to View
Bring the "Current," "Previous," and "Last Year" fields into the view to display the respective quantities. Adjust the view to create a bar chart by moving measure values to rows and removing unnecessary fields.
Customizing the Bar Chart
Finalize your bar chart by ensuring each calculated field displays correctly, allowing for a clear comparison between the current month, previous month, and the same month in the previous year.
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