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Tableau Calculations

This document contains various metrics and calculations related to sales analysis including: 1) Metrics for the last two years of sales such as maximum sales per quarter and dates for the first and last days of months and weekdays. 2) Calculations for the first and second half of years, quarter-over-quarter changes, and rolling averages of sales and correlations between sales and profit. 3) Formulas to calculate month-to-date, year-to-date and rolling window averages of sales for comparisons across quarters, years and date ranges.

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rajesh
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38 views4 pages

Tableau Calculations

This document contains various metrics and calculations related to sales analysis including: 1) Metrics for the last two years of sales such as maximum sales per quarter and dates for the first and last days of months and weekdays. 2) Calculations for the first and second half of years, quarter-over-quarter changes, and rolling averages of sales and correlations between sales and profit. 3) Formulas to calculate month-to-date, year-to-date and rolling window averages of sales for comparisons across quarters, years and date ranges.

Uploaded by

rajesh
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Last two year sales

Max sales for a quarter in year


Last Day of the Month
First Day of the Month
Weekdays
2 half years
QoQ
Window_Avg fun
Window_corr- applies to entire view
corr- applies row wise
WINDOW_AVG
Sales for MTD
Sales for YTD
YEAR(MAX([Order Date]))>=WINDOW_MAX(MAX(YEAR([Order Date])))-1

DATEPART('quarter', MAX([Order Date]))=


WINDOW_MAX(DATEPART('quarter', MAX([Order Date])))
{ FIXED MONTH([Order Date]):MAX(DAY([Order Date]))}
{ FIXED MONTH([Order Date]):MIN(DAY([Order Date]))}
DATENAME('weekday',[Order Date])
IIF(MONTH([Order Date])<7,'1st half','2nd half')
LOOKUP(SUM([Sales]),4)
WINDOW_AVG(SUM([Sales]),0,3) //average sales for 4 qtrs
WINDOW_CORR(SUM([Sales]),sum([Profit]))
CORR(SUM([Sales]),sum([Profit]))
WINDOW_AVG(SUM([Sales]),-3,2)
if [Order Date]>=date(DATETRUNC('month',TODAY())) AND [Order Date]<=TODA
if [Order Date]>= date(DATETRUNC('year',today()))AND[Order Date]<=TODAY()T
Previous 3, next 2(e.g for calculating for April consider from Jan to June). If start(-3) and end(2) removed then
AY()THEN[Sales]END
THEN[Sales]END
n it considers entire range

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