Issue#27: Tableau - YTD Totals and Total by Dimension Type

  • Hello All.  I have a two part question which If someone could be so kind to provide a solution, it would be a huge advancement for the work I'm trying to do in Tableau ( this would be a simple calculation in Excel ).  Below are the two points I need help with please:

     

    a)  A calculation that will bring me the Total for October YTD for the following years 2015 and 2014.  I think it may be necessary to have the option to select the month considered for YTD, in this case October.

     

    b) A calculation that will total differently based on the specific Dimensions.

    • The first dimension is an end of month total deposit balance;  (YTD Total should be the balance of October, not the sum of the 10 months). 
    • The second dimension is 'Sales' which DOES TOTAL all the months for the year.

     

    Below is the table (prepared in Excel) that I am trying to duplicate in Tableau.  I've also attached the excel file as a reference. 

     

     

    Thank you to all who can offer help!!!!

    0 Answers

    Sorry, your answer is too short !

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