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Year-to-date in Tableau

Johan de Groot · 2020-10-11 ·

If you want to compare last year to this year ‘to date’, you have to take into account that a leap-year adds 1 extra date to the year – so you can’t just compare the day-of-year from this and last year.

Often this filter is used:

DATEPART('dayofyear',[Date]) &lt;= DATEPART('dayofyear',TODAY())

But this is a better one, since this compares day and month:

YEAR([Date]) &gt;= YEAR(TODAY())-1
AND (MONTH([Date]) &lt; MONTH(TODAY())
OR
(MONTH([Date]) == MONTH(TODAY())
AND DAY([Date]) &lt;= DAY(TODAY())))

If you want to have a ‘year to date’ until today (so today excluded), use this one:

YEAR([Date]) &gt;= YEAR(TODAY()-1)-1
AND (MONTH([Date]) &lt; MONTH(TODAY()-1)
OR
(MONTH([Date]) == MONTH(TODAY()-1)
AND DAY([Date]) &lt;= DAY(TODAY()-1)))

Calculate last day of month

Johan de Groot · 2018-10-11 ·

Sometimes you need to calculate how many days a certain month – like the current month. With some nested date-calculations this isn’t that hard to calculate…

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ISO weeks in Tableau

Johan de Groot · 2017-06-30 ·

Tableau can handle all kind of dates and dateformats very well – but one option is lacking: the use of ISO8601 weeknumbers, the one which is used all over the world, especially in Europe.

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