User Tools

Site Tools


charting:tableau:functions:ytd-growth
  • Bookmark "Year-to-Date (YTD) Growth" at del.icio.us
  • Bookmark "Year-to-Date (YTD) Growth" at Digg
  • Bookmark "Year-to-Date (YTD) Growth" at Furl
  • Bookmark "Year-to-Date (YTD) Growth" at Reddit
  • Bookmark "Year-to-Date (YTD) Growth" at Ask
  • Bookmark "Year-to-Date (YTD) Growth" at Google
  • Bookmark "Year-to-Date (YTD) Growth" at Netscape
  • Bookmark "Year-to-Date (YTD) Growth" at StumbleUpon
  • Bookmark "Year-to-Date (YTD) Growth" at Technorati
  • Bookmark "Year-to-Date (YTD) Growth" at Live Bookmarks
  • Bookmark "Year-to-Date (YTD) Growth" at Yahoo! Myweb
  • Bookmark "Year-to-Date (YTD) Growth" at Facebook
  • Bookmark "Year-to-Date (YTD) Growth" at Newsvine
  • Bookmark "Year-to-Date (YTD) Growth" at Yahoo! Bookmarks
  • Bookmark "Year-to-Date (YTD) Growth" at Twitter
  • Bookmark "Year-to-Date (YTD) Growth" at myAOL
  • Bookmark "Year-to-Date (YTD) Growth" at Slashdot
  • Bookmark "Year-to-Date (YTD) Growth" at Mister Wong

Year-to-Date (YTD) Growth

In general, year-to-date growth describes the comparing of two or more data over time. This comes in handy, if you want to examine the percental differences on specific attributs (i.e) sales against time periods, mostly fiscal years. This is often used by financial districts in searching for measure performances or trends against objectives.

Requirements

To perform a calucaltion, which provides the year-to-date growth as a result, you should have some specific data or values available also meet the following settings. If you want to visualize the year-to-date growth on your data you have to set up:

  • A date field which is aggregated fewer than a year
  • The date field must be discret
  • Reasonable measure of your choice

Walkthrough

In my example i'am going to use Tableau to visualize the year-to-date growth. More precisely i use the “Sample - Superstore Sales” excel-file, downlaodable form the homepage http://community.tableau.com/docs/DOC-1236

After setting my data sources, in this case “Orders”, i' am ready to choose my dimensions and measures from corresponding shelfs. Bearing in mind to meet the requirements, i' ve done the following steps:

  1. Drag-n-Drop the order date on Colums-Shelf(YEAR)
  2. Drag-n-Drop the order date on Colums-Shelf(QAURTER)
  3. Put the “sales” measure on the Rows Shelfs
  4. Click on the horizontal bars button from the “Show Me” toolbar
  5. Swap the axis via clickbutton from the toolbar icons
  6. “Rightclick” on SUM(Sales) and choose “Quick Table Calculation” from context menu
  7. In the submenu, you have to click on “YTD Growth” at the bottom

Result

Before i set up the Quick Table Caluculation Final result after doing the Calculation

Sources

  • Bookmark "Year-to-Date (YTD) Growth" at del.icio.us
  • Bookmark "Year-to-Date (YTD) Growth" at Digg
  • Bookmark "Year-to-Date (YTD) Growth" at Furl
  • Bookmark "Year-to-Date (YTD) Growth" at Reddit
  • Bookmark "Year-to-Date (YTD) Growth" at Ask
  • Bookmark "Year-to-Date (YTD) Growth" at Google
  • Bookmark "Year-to-Date (YTD) Growth" at Netscape
  • Bookmark "Year-to-Date (YTD) Growth" at StumbleUpon
  • Bookmark "Year-to-Date (YTD) Growth" at Technorati
  • Bookmark "Year-to-Date (YTD) Growth" at Live Bookmarks
  • Bookmark "Year-to-Date (YTD) Growth" at Yahoo! Myweb
  • Bookmark "Year-to-Date (YTD) Growth" at Facebook
  • Bookmark "Year-to-Date (YTD) Growth" at Newsvine
  • Bookmark "Year-to-Date (YTD) Growth" at Yahoo! Bookmarks
  • Bookmark "Year-to-Date (YTD) Growth" at Twitter
  • Bookmark "Year-to-Date (YTD) Growth" at myAOL
  • Bookmark "Year-to-Date (YTD) Growth" at Slashdot
  • Bookmark "Year-to-Date (YTD) Growth" at Mister Wong
charting/tableau/functions/ytd-growth.txt · Last modified: 2015/07/27 12:10 (external edit)