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  • Tableau Calculations

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    rajesh
    8 views4 pages
    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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    It has tableau calculations for different scenarios

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    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.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    8 views4 pages

    Tableau Calculations

    Uploaded by

    rajesh
    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.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 4

    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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