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Showing posts with label year to date. 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 4, 2022

Tableau Charts: Comparison to Budget & Prior Year

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Are you looking for ways to improve how you visualize comparisons between 2 to 3 performance measurements in Tableau? 

In many performance monitoring dashboards, you need to make comparison of actual values to budget or target. In this video, I will show you effective ways of making these comparisons. 

I will also show you how to compare your performance to prior year (PY) to see if performance is improving year over year. 

One thing you'll notice in these examples is the consistent use of color. Make sure your metrics use the same colour throughout your dashboards, reports and worksheets. The colors should be easy to differentiate. 

I have 4 designs that you can apply to make any comparison look better and easier to understand. 

Download the workbook for a bonus 5th chart type that compares these three metrics over time.




April 19, 2022

How to Calculate YTD vs. Prior YTD Based on a Selected Date

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In this tip, I show you how to calculate year over year change based on a date selected with a parameter. The use case is to calculate YTD sales depending on the date selected and compare it to the prior YTD sales for the same period.