Tableau Tutorial - Practical LOD #12 - Relative Period Filtering (YTD, QTD, MTD, YoY) (Part 4)

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  • เผยแพร่เมื่อ 12 ก.ย. 2024

ความคิดเห็น • 93

  • @SummerWasGone
    @SummerWasGone 3 หลายเดือนก่อน

    Those are the best video I've found on Tableau LOD expressions. Thank you so much! Everything is explained in such a clear and thorough way and the examples are most useful. I've watched quite a number of videos so far but only after yours I've got a clear understanding of how LOD really works.

  • @ExilesAnalysis
    @ExilesAnalysis ปีที่แล้ว +3

    You have an incredibly digestible way of presenting concepts and solutions, thank you 🙏

    • @sqlbelle
      @sqlbelle  ปีที่แล้ว +1

      Thank you!

  • @chanuchan2765
    @chanuchan2765 2 ปีที่แล้ว +3

    You remind me of my favourite teacher in school , friendly lecturer at college and the best professor in my university. Simple , straight and superb explanation . Thank you Belle

    • @sqlbelle
      @sqlbelle  2 ปีที่แล้ว +3

      Thank you Chanu :)

  • @agermoune
    @agermoune 2 ปีที่แล้ว +2

    Worth the wait! You did it again with a great comeback :-)
    Watched the whole video while exercising on the Stair Master at the gym. Didn't see 40 minutes go that fast. I will have to watch it again for sure.
    Thank you!

    • @sqlbelle
      @sqlbelle  2 ปีที่แล้ว +2

      Thank you Abderrahim! I sincerely appreciate your support and your every thoughtful comment. I take your suggestions to hear, and I am happy to hear you find the videos helpful. I hope you and your family are all doing well.

  • @mohammedaltantawi1545
    @mohammedaltantawi1545 2 ปีที่แล้ว +2

    Impeccable delivery, as always. We're lucky to have you!

    • @sqlbelle
      @sqlbelle  2 ปีที่แล้ว +2

      Thank you Mohammed!

  • @shashankworldpeace
    @shashankworldpeace 2 ปีที่แล้ว +1

    A very imp and practical use case is discussed, great work. Also thanks for highlighting the corrections in shorts :)
    Always looking forward to your learnings!

    • @sqlbelle
      @sqlbelle  2 ปีที่แล้ว +1

      Thank you Shashank!

  • @tailethanh8074
    @tailethanh8074 หลายเดือนก่อน

    really really informative video, learn a lot from it. THANKS.

  • @krishnasharmacool
    @krishnasharmacool 2 ปีที่แล้ว +1

    Hi, the way you explain is so good, thanks a ton.

    • @sqlbelle
      @sqlbelle  ปีที่แล้ว +1

      Thank you Krishna!

  • @akshayravi1629
    @akshayravi1629 2 ปีที่แล้ว +1

    Thanks a lot Belle !! You are the best !! Would love to have a Q and A session !!

    • @sqlbelle
      @sqlbelle  2 ปีที่แล้ว +1

      Thank you Akshay :)

  • @chetanms1270
    @chetanms1270 2 ปีที่แล้ว +1

    You just explained everything very well.. learnt so much things! Thank you!!

    • @sqlbelle
      @sqlbelle  2 ปีที่แล้ว +1

      Thank you Chetan!

    • @ailn-ug4jn
      @ailn-ug4jn 2 ปีที่แล้ว

      ञ़पर
      ऑॉॉॉॉॉॉ

  • @tattwatripathy3619
    @tattwatripathy3619 2 ปีที่แล้ว +2

    Great video. Please make a video about how to calculate YoY,QoQ,MoM,WoW when we are dealing with an aggregated field like profit ratio using LODs instead of a table calc.

    • @sqlbelle
      @sqlbelle  ปีที่แล้ว

      Thank you!

  • @yifanyu6554
    @yifanyu6554 2 ปีที่แล้ว +8

    I feel like the Leap Year Day of Year condition if simply using the +1, would it also change the day of year for Jan? (in this example, 2018, 2019 and 2021, the first day of year would be 2 whereas the first day of year of 2020 would be 1)

    • @sqlbelle
      @sqlbelle  2 ปีที่แล้ว +6

      You are absolutely right!!!! I can't believe I missed that. I had another version where I had another condition where I considered the month but somehow I missed it in the edit.
      IE
      if leap year and month > 2
      ....
      Thank you Yifan, you are right. hmm now I need to figure out how to correct this video.

  • @SachinKumar-qo6ut
    @SachinKumar-qo6ut 2 ปีที่แล้ว +1

    Thanks for your effort , it is very informative and useful.

    • @sqlbelle
      @sqlbelle  2 ปีที่แล้ว +1

      Thank you Sachin!

  • @AdrianaPerez-ev5cj
    @AdrianaPerez-ev5cj 2 ปีที่แล้ว +1

    You are a great teacher!!

    • @sqlbelle
      @sqlbelle  2 ปีที่แล้ว +1

      Thank you Adriana! Happy New Year!

  • @giuliko
    @giuliko 2 ปีที่แล้ว +1

    Awesome lessons as always. Thank you.

    • @sqlbelle
      @sqlbelle  2 ปีที่แล้ว +2

      Thank you Guiliko!

  • @dhruvzanzrkiya6801
    @dhruvzanzrkiya6801 ปีที่แล้ว +2

    PLease create a video on how to calculate YoY,QoQ,MoM,WoW, pleaseeeeeeee

    • @sqlbelle
      @sqlbelle  ปีที่แล้ว +1

      Will do! :)

  • @michafabich9213
    @michafabich9213 2 ปีที่แล้ว +1

    very informative, thank you

    • @sqlbelle
      @sqlbelle  2 ปีที่แล้ว

      Thank you Michal :)

  • @madhugadodia5250
    @madhugadodia5250 2 ปีที่แล้ว +1

    You are the best!

    • @sqlbelle
      @sqlbelle  2 ปีที่แล้ว +1

      Thank you Madhu!

  • @sayakpalit3615
    @sayakpalit3615 2 ปีที่แล้ว +2

    Very helpful tutorial.. 👍👍

    • @sqlbelle
      @sqlbelle  2 ปีที่แล้ว +2

      Thank you Sayak!

  • @hanmanthkageru7870
    @hanmanthkageru7870 2 ปีที่แล้ว +1

    So detail video thank for sharing

    • @sqlbelle
      @sqlbelle  2 ปีที่แล้ว

      Thank you Hanmath

  • @cococnk388
    @cococnk388 ปีที่แล้ว

    Thanks sqlbelle

  • @black920135
    @black920135 2 ปีที่แล้ว

    Amazing video!!! Thank you so much!!

  • @gnomesukno
    @gnomesukno 2 ปีที่แล้ว +1

    Very useful 👍 great job

    • @sqlbelle
      @sqlbelle  2 ปีที่แล้ว +1

      Thank you Chris!

  • @AliciaMarkoe
    @AliciaMarkoe ปีที่แล้ว

    Thank you 🦋

  • @gritmanish
    @gritmanish หลายเดือนก่อน

    Thank you

  • @paulocarapinheiro8739
    @paulocarapinheiro8739 2 ปีที่แล้ว +1

    Excellent, thank you. Regards.

    • @sqlbelle
      @sqlbelle  2 ปีที่แล้ว +1

      Thank you Paulo!

  • @peterparker4358
    @peterparker4358 2 ปีที่แล้ว +1

    Nice one really nice 👍 leap year issue I will not address as it has been corrected anyway🙂👍 thanks for posting 😃

    • @sqlbelle
      @sqlbelle  2 ปีที่แล้ว +1

      Thank you Peter!

  • @yvettecordero1813
    @yvettecordero1813 ปีที่แล้ว

    Amazing thank you so much!!!!

  • @MrOmaralamri
    @MrOmaralamri 2 ปีที่แล้ว +1

    Beautiful , thanks 🙏

    • @sqlbelle
      @sqlbelle  2 ปีที่แล้ว +1

      Thank you Omar!

  • @MrStark-zy6cd
    @MrStark-zy6cd 2 ปีที่แล้ว +1

    Great, really appreciate!!!!

    • @sqlbelle
      @sqlbelle  2 ปีที่แล้ว

      Thank you Mr Stark :)

  • @angelinajames9230
    @angelinajames9230 2 ปีที่แล้ว +1

    Very useful... thank you

    • @sqlbelle
      @sqlbelle  2 ปีที่แล้ว +2

      Thank you Angelina

  • @anthonyburns7278
    @anthonyburns7278 6 หลายเดือนก่อน

    Thanks!

    • @sqlbelle
      @sqlbelle  6 หลายเดือนก่อน

      Thank you so much Anthony!

  • @farrukhkidwai
    @farrukhkidwai 2 ปีที่แล้ว +1

    You are just awesome

    • @sqlbelle
      @sqlbelle  2 ปีที่แล้ว +1

      Thank you Farrukh!

  • @tonylu718
    @tonylu718 6 หลายเดือนก่อน

    Wonderful presentation - clear yet concise.
    When I dragged the second instance of the same measure (my own workbook) to the table nothing happened. Any idea why?

    • @sqlbelle
      @sqlbelle  6 หลายเดือนก่อน

      You will need to ensure that these are two different measures first. For example, make sure the first instance has a table calculation first (hence transforming it into a different measure) before dragging a second instance of that measure.

  • @agger0083
    @agger0083 ปีที่แล้ว

    Also for part 2. At the very start when you were solving the issue with having sperate lines for each year (creation of the normlaised order date) ? Why couldnt we just place week number on the axis like we did in part 1 ? Was thias just hsowing us another way of doing the samething ?
    Edit
    I feel like you did it a different way in part 2 becuase we will be using parameters ?

  • @sandrahu7122
    @sandrahu7122 2 ปีที่แล้ว +1

    As always, you delivered the best. I have one thing can't solve on my own, when I dragged the year to the color panel, the filter is scale, not a color button, I don't know how to fix it.

    • @sqlbelle
      @sqlbelle  2 ปีที่แล้ว +1

      Hi Sandra! You can change the year to a blue pill (Discrete), and it will give you access to the discrete colors (not gradient)

  • @himachaudhary5531
    @himachaudhary5531 ปีที่แล้ว

    Very well explained! Thank you so much, incredibly helpful However, I coudn't get MAKEDATE function to work with a live connection. Is there a way around it?

  • @leonguyen3264
    @leonguyen3264 8 หลายเดือนก่อน

    I have a question about the Leap year issue. From your Field Calculation, for Non-leap Year, we add 1 to the DayOfYear. But the discrepancy only starts from 02/29. Eventhough adding 1 will create the discrepancy from 01/01 to 02/29, because it is now off by 1?

  • @YusrilSabillaAshar
    @YusrilSabillaAshar ปีที่แล้ว

    thank uu for your amazing video, but after follow your instructions, why my choose duration can't move from YtD to QtD and MtD??

  • @chao-chienchen4393
    @chao-chienchen4393 7 หลายเดือนก่อน

    Hi, I am 2 years late to this amazing tutorial, but hopefully you notice my question.
    I followed along with my own datasets, and I found that if `quick table calculation - different from` contains NULL, the bar/area chart below will not show.
    for instance,
    2017 || 10 | 20 | | |
    2018 || | 10 | 30 | |
    The table calculation will results in some weird empty area.
    Is it possible that I make NULL values into 0s?
    Much appreciated!

  • @user-re5uv2mm2h
    @user-re5uv2mm2h 2 ปีที่แล้ว

    Hi @sqlbelle, not related to the video, but... I have many tables and it has a column name "Client". The problem is I need to create a filter wherein ALL clients will be on that so whenever I filtered the dashboard, it will filter all tables. Not just depend the filter coming from one table only. Haven't tried that yet though, but I might need to get into that later...

  • @yomama20000
    @yomama20000 ปีที่แล้ว

    Is there a workaround for MAKEDATE function for a "Live" database? MAKEDATE function isn't available for live connections.

  • @shivangsharma2329
    @shivangsharma2329 ปีที่แล้ว

    by creating the calculated field(within date range ,time - 9:33),error is popping up - "cannot mix aggregate and non-aggregate arguments with this function. why and what to do?kindly help, btw i'm using the superstore dataset which is updated(as it showing year from 2020 to 2023).

  • @KaunteyaShaw
    @KaunteyaShaw 2 ปีที่แล้ว

    Hello, can you plase share the link to the workbook? Thanks in advance, @sqlbelle !

  • @yanjihadi8529
    @yanjihadi8529 2 ปีที่แล้ว +1

    Hi, I wanna ask how to calculate Ytd growth? for example (stock price in 13/02/2022-stock price in 30/12/2021)/stock price in 30/12/2021)*100. I confused what's the formula to calculate it... I hope you can help me :)

    • @sqlbelle
      @sqlbelle  2 ปีที่แล้ว +1

      Thank you Yanji - there is a Quick Tableau Calculation for YoY and YTD .. you will need to make sure you have a discrete date part fields in your view (for example, Year, Quarter and Month), and the YTD and YoY options should be enabled

  • @agger0083
    @agger0083 ปีที่แล้ว +1

    hmmm. Whats the reason for making max record date fixed ? how would it change if we only aggregated it to max order date without fixing it ? Thanks !

    • @sqlbelle
      @sqlbelle  ปีที่แล้ว

      Thanks. If we use the "regular" aggregation, it means that the field will respond to the level of detail of the view - for example if you add dimensions, or add filters etc - all those will influence the "max date". So a "max date" can become "max date" per category, per subcategory, per date range selected etc.

    • @agger0083
      @agger0083 ปีที่แล้ว +1

      @@sqlbelle thanks for replying. I learned by trying to answer my own question, and found out. I guess I'm à real « Learn by doing » person :) Merci.

    • @sqlbelle
      @sqlbelle  ปีที่แล้ว +1

      @@agger0083 That's great, thank you :)

  • @RIVASCOSTA
    @RIVASCOSTA 2 ปีที่แล้ว

    Hello Belle, I am having a problem, when I am trying to create "Normalized Order date" tableau is showing a error = Cannot mix aggregate and non-aggregate arguments with this function.
    I understand it, because I choose YEAR from MAX RECORD DATE it is a aggregate value, and Month and Day from normal Order date they are non-aggregate arguments. Do you know how to fix it?
    I really appreciated your videos.
    Thank you so much.

  • @BenCombes
    @BenCombes 2 ปีที่แล้ว

    Great video - just wondering how I would incorporate the leap year adjustment into the YTD, QTD, MTD example that you provided? Thanks

    • @BenCombes
      @BenCombes 2 ปีที่แล้ว

      Also - how could we compare say 3Q 2018 to 3Q 2017, or 2Q 2017 to 2Q 2016 given that the quarter to date is based on the most recent records that might not fall in those quarters? Thanks!

  • @sandrahu7122
    @sandrahu7122 2 ปีที่แล้ว +1

    Would you be able to make the videos for the rest 3 LOD? 13-15

    • @sqlbelle
      @sqlbelle  2 ปีที่แล้ว +1

      Thank you Sandra, I will!

  • @nimrodzaphnath5495
    @nimrodzaphnath5495 2 ปีที่แล้ว +1

    Note to self in 79 years: remember that leap years are ignored if the year is divisible by 100, so write a special case for that in your logic.

    • @sqlbelle
      @sqlbelle  2 ปีที่แล้ว +1

      Great point.

  • @ismailshaikh1741
    @ismailshaikh1741 ปีที่แล้ว

    Very nice teaching mam..... But you didn't practiced LOD 13,14,15 😀..... Please give us the explanation 👍

  • @themantien
    @themantien ปีที่แล้ว

    Why do you use the LOD max order date instead of just doing a normal max order date?

    • @sqlbelle
      @sqlbelle  ปีที่แล้ว

      It depends on whether you want an "absolute" max date. A "regular" aggregated max date will be influenced/affected by the dimensions in a canvas, so there is no guarantee it wont change.

  • @yashlokhande2859
    @yashlokhande2859 2 ปีที่แล้ว

    @sqlbelle Can you please create a dashboard containing bins, sets, groups, parameters ?

  • @ballyb1
    @ballyb1 2 ปีที่แล้ว

    How to show To date period differences by Category/Subcategory?
    when I drop in categories it only shows the total overall difference per line not by individual category/sub-category.
    I followed this video: th-cam.com/video/QSIUdjfu8B0/w-d-xo.html
    Appreciate any help on this as not sure how to fix it?

  • @jnhay
    @jnhay 2 ปีที่แล้ว +1

    Thanks!

    • @sqlbelle
      @sqlbelle  2 ปีที่แล้ว +1

      Thank you jnhay, much appreciated!