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September 12, 2023

How to Calculate Weekday-Only Sales in Tableau

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Have you ever wondered how to compare sales performance between two sets of weekdays? 

In this video, I'll show you how to calculate and compare sales for the last 10 weekdays against the prior 10 weekdays—all while excluding weekends. 

What You Will Learn:

  1. Setting up your data source for comparison
  2. Creating calculated fields for two sets of weekdays
  3. Configuring table calculations to get only the days you need
  4. Filtering out weekends from both data sets
  5. Implementing advanced date functions for comparison
  6. Visualizing and comparing sales for both sets of weekdays

Background Context:

Tableau enables you to conduct intricate data analyses, but comparing specific sets of weekdays can be tricky. This tutorial simplifies that process, focusing on comparing the last 10 weekdays' sales with the 10 weekdays preceding them.

Assumptions:

  1. You have a foundational knowledge of Tableau.
  2. Your sales data contains date information.
  3. You've previously worked with calculated fields in Tableau.

Related Videos:

  1. Tableau for Beginners: Link
  2. Everything you need to know about table calcs: Link

Resources:

  1. Workbook & data: Link


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