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Description:
Many organizations report against a fiscal calendar. If your organization's fiscal year doesn't start in January and you've tried to display values against fiscal periods in Tableau, you probably know exactly what I'm talking about.

When fiscal date periods are being compared, it's usually Fiscal Years or Fiscal Quarters. Let's imagine you are asked to build a chart which compares business segment values from the current Fiscal Quarter to Date versus the same period last year. Where would you start?

Unfortunately, there is no single-click, out of the box solution for this inquiry in Tableau. However, with a few custom calculations, you can accomplish exactly what you want!

Check out this video to learn more about calculating fiscal quarter to date values for this quarter, last quarter, and this quarter from the prior year!

Resources:
•Access/Download Tableau Public workbook from video here: [ Ссылка ]
•Access Calculation Logic in Blog Post Here: [ Ссылка ]
•Calculate Quarter to Date vs. Previous Quarter to Date in Tableau: [ Ссылка ]
•Fiscal Year to Date vs. Prior Fiscal Year to Date in Tableau: [ Ссылка ]
•Mastering Tableau Date Calculations: [ Ссылка ]
•Tableau for Beginners Training: [ Ссылка ]

Chapters:
0:00 Calculate Fiscal Year Date Field
3:00 Calculate Reference Date Field
3:42 Calculate Sales - Current Fiscal Quarter to Date
5:07 Calculate Sales - Prior Fiscal Quarter to Date
7:18 Calculate Sales - Prior Year Fiscal Quarter to Date
8:49 Calculate Sales Difference, Year over Year

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