Prior Year Column Sales

Hello Community,

I am working with a live data set and am getting a bit muddy with dates. I want to add a column for each of my key measurements i.e. PY Sales, PY Units, etc aggregated at the product level.

So far I have been only able to produce a workflow that will give me last year / current year (attached) but all aggregated to the year. What I really want is a PY sales/PY units for at minimum a week. This seems like something there is a simple solution for that I have just missed thus far.

I have attached a workflow with Superstore date as an example.

Prior Year Workflow.yxzp

Accepted answers

ramesh_neel

@knlekash - Hope the attached workflow helps, (you need to replace the input file with your super store tableau extract file ) . It calculates the Sales YA and Order Date YA , for any product with null as the date and sales YA , there was no sale corresponding to the exact date in the previous year.

cheers,

Ramesh

PY_Sales.yxmd

All comments

fmvizcaino

Hi @knlekash ,

I've inserted the month and week column and I've done the calculations for both, but it didn't make much sense since your data is not distributed between all months/weeks.

Let me know if I'm in the right path here 🙂

Best,

Fernando Vizcaino

Prior Year Workflow.yxmd

knlekash

Hey Fernando,

I went back to the data-source I am trying to solve for and what I see is a little different than my OP.

The depth of granularity is by a single date. Each date & product has both a column for Sales and for Sales YA. What is the most effecient way to give myself a column for Sales YA, this column should go back beyond current year (2020) and into 2019 as well

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