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Showing posts with label week. Show all posts

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. 


November 22, 2022

How to Create a Full Year Calendar Heatmap in Tableau

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Calendar heatmaps are a great way to visualize time-series data over an entire calendar year. Individual days are shaded on a light-to-dark gradient based on a measure that has been added to the visualization.

Creating a heatmap for a single month in Tableau is pretty straightforward. It gets a bit more complicated when you want to view an entire year at once. In this tip, I going to show you, step-by-step, how to create a full year calendar heatmap in Tableau. The workbook is below this video to download.


April 12, 2022

How to Show Data for Only Completed Periods

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In this tip, I show you how to filter your data to only completed weeks. This method can be extended to completed months, quarters or years. All you have to do is swap out the word 'week' in the filter calculation.

August 24, 2021

How to Automatically Exclude a Partial Week

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In this video, I show you how to use level of detail expressions to only return sales through the latest completed week. This method will work as weeks complete; you will not need to edit any of the calculations to ensure weeks that close in the future get included in the chart.