Tableau: Current Year vs Pervious Year Sales

5 Calculations are needed to create your current vs pervious year difference in sales.

  1. Current Year - Bring back your current year:

{MAX(YEAR([Order Date]))}

  1. Prior Year - Now that you have your current year, all you need to do is minus your current year by 1:

[Current Year]-1

  1. CY Sales - An IF statement is required to bring back your current year sales:

IF [Current Year]= YEAR([Order Date]) THEN [Sales] END

  1. PY Sales - Likewise for your previous year's sales:

IF [Prior Year]= YEAR([Order Date]) THEN [Sales] END

  1. CY vs PY - For your final calculation to find the difference in sales between the current and prior year, a simple subtraction then division is needed:

(SUM([CY Sales])- SUM([PY Sales])) / SUM([PY Sales])

Time to drag your calculated fields on to your view:

Author:
Alexandra Skelly
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