how to do ytd calculation in tableau?
530942
['Select Analysis > Create Calculated Field.', 'Name the field YTD Sales, enter the following calculation, then click OK: [Order Date] <= TODAY() AND. DATETRUNC( "year", [Order Date]) = DATETRUNC("year", TODAY() )', 'Drag YTD onto the filter shelf and select "True"']
818026
['Select the range of cells you want to total. ... ', 'Click the Quick Analysis button. ... ', 'Click Totals.', 'To preview the totals result, point to the button (select an icon with blue row) with the type of total calculation you want.']
1233084
['The difference in months as output by DATEDIFF(m, ..., ...)', 'Plus the day of the last date divided by the number of days in that month.', 'Minus the day of the first date divided by the number of days in that month.']
267669
['Conditional Formatting. Utility: 100. Difficulty: 3. ... ', 'PivotTables. Utility: 95. Difficulty: 3. ... ', 'Paste Special. Utility: 88. Difficulty: 3. ... ', 'Add Multiple Rows. Utility: 87. Difficulty: 0. ... ', 'Absolute References. Utility: 85. Difficulty: 2. ... ', 'Print Optimisation. Utility: 84. ... ', 'Extend formula across/down. Utility: 84. ... ', 'Flash Fill. Utility: 84.']
1423786
['Select a cell in your table.', 'Select PivotTable Tools > Analyze > PivotChart .', 'Select a chart.', 'Select OK.']
34676
['=DATEDIF( start_date, end_date, “M”)', '=DATEDIF(B2,C2,"M")', '=(YEAR(end_date)-YEAR(start_date))*12+MONTH(end_date)-MONTH(start_date)', '=(YEAR(C2)-YEAR(B2))*12+MONTH(C2)-MONTH(B2)', '=YEARFRAC( start_date, end_date) * 12.', '=YEARFRAC(B2,C2)*12.']
18696
['Go to Format Cells > Custom.', 'Enter dd/mm/yyyy in the available space.']
356619
['just make the yyyymmdd column a text column.', "make the text column from step 1 a date column (when prompted, be sure to select 'Add New Step')", 'replace errors with null.']
1294939
['Sheets("Monthly Snapshot").Select.', 'Range("L7").Select.', 'ActiveCell.FormulaR1C1 = _', '"=CONCATENATE(""=SUM(I$5:I"",(Control! R21C3+4), "")/SUM(H$5:H"",(Control! R21C3+4), "")-1"")"', 'Range("L7").Select.', 'Selection.Copy.', 'Selection.PasteSpecial Paste:=xlPasteValues, Operation:=xlNone, SkipBlanks _', ':=False, Transpose:=False.']
1258540
['Click any cell inside the pivot table.', 'On the Analyze tab, in the Tools group, click PivotChart. The Insert Chart dialog box appears.', 'Click OK.']
195302
['Right-click one of the Units value cells, and click Show Values As.', 'Click Difference From.', 'In the Show Values As dialog box, from the Base field list, choose Date. ... ', 'From the Base item list, choose (previous).']
584354
To break it down: DATEDIFF ('year', [Order Date], [Reference Date]). Tableau will return a number back which is the difference in date parts (i.e., difference in years, months, or days) from the first date (Order Date) and the second date (Reference Date).
1138979
['Conditional Formatting. Making sense of our data-rich, noisy world is hard but vital. ... ', "PivotTables. At 4 hours to get to proficiency, you may be put off learning PivotTables, but don't be. ... ", 'Paste Special. ... ', 'Add Multiple Rows. ... ', 'Absolute References. ... ', 'Print Optimisation. ... ', 'Extend Formula Across/Down. ... ', 'Flash Fill.']
325410
['Select all three columns of data.', 'Display the Insert tab of the ribbon.', 'Click the Column tool and then choose the clustered column chart type. ... ', 'Right-click the second data series (the "exact amount" values) and choose Add Data Labels from the resulting Context menu.']
1396275
['Right-click your date field in the Dimensions pane and select Change Data Type > String.', 'Select Analysis > Create Calculated Field.', 'In the Calculated Field dialog box that opens, type a name for the field.']
1264514
["In Tableau Desktop: select Worksheet > Export > Crosstab to Excel. If you're using a Mac, this option opens a dialog box where you can save the file. ... ", 'In Tableau Server or Tableau Online, open a view or dashboard and select Download > Crosstab.']
587301
['Write the formula in cell C2.', '=DOLLARDE(B2/100,60)-DOLLARDE(A2/100,60)', 'The function will return the break timing in between the pairs of times.']