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August 29, 2023

How to Compare YTD, QTD, MTD, WTD & Daily Sales in Tableau

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In this Tableau tutorial, I guide you step-by-step through creating a daily sales dashboard that covers all critical time frames: Year to Date (YTD), Quarter to Date (QTD), Month to Date (MTD), Week to Date (WTD), and Today. 

Learn how to calculate these metrics and compare them to previous periods, allowing for a dynamic view of your sales trends. This tutorial is perfect for sales managers, analysts, and anyone looking to gain insights from their sales data. 

What You'll Learn: 
- How to set up a simple daily sales dashboard in Tableau
- Calculating metrics for YTD, QTD, MTD, WTD, and Today
- Comparing these metrics to previous periods to identify trends
- Tips and tricks to make your dashboard visually appealing. 

No prior experience with Tableau is required. I guide you through the process with clear and simple explanations. 

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