Kicking off Workout Wednesday, I wanted to challenge the community with one of my favorite Tableau Features, Dates.
This week will be looking at Fiscal Years and Running Sums. To make things easy, I am using the Superstore Dataset for this challenge.
- Fiscal Year start can be configured via a Parameter
- X Labels should match the Fiscal Year Start
- X Axis must be Continuous
- Should be 1 color per fiscal year
- Tooltips should match mine
If you have a different version of Superstore, no worries, simply use the version you have and try to match the functionality in the chart.
If you want to use the same version of Superstore as me, you can get it here at Data.World
Thank for participating!
9 thoughts on “Workout Wednesday: 2018 Week 2 Year to Fiscal Date Running Totals”
Super fun – I had some issues getting the X axis to match exactly – maybe just didn’t get the width of the dashboard just right. In any case, I think I got the functionality, labels, tool tips right.
Phil, i followed your steps and i was able to do it .. thanks .. sorry m just a newbie 🙂
Hi.. I am not able to download your file as I am using latest version of Tableau Public. Can you help me with this?
Nice, very usefull!
Where can I find a download of the workbook?
Very late to submitting it! Took bit of help from Phil’s workbook. Very useful and good learning.
Do you intend to make the solution workbook downloadable?
Here is my version:
Why are you using 2000 and 1999 in the calculated fields for year. I didn’t get that part.
This tricks tableau into displaying the dates in the same year on the x-axis, while still letting you differentiate them by their true ‘year’ using their detail on the marks card and colours.
Team- I am new here. Could you please guide me where I can find the solutions to cross check.
My solution – https://public.tableau.com/views/WOW2018-Week2-YeartoFiscalDate/WOW2018W2?:language=en-US&:display_count=n&:origin=viz_share_link