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Compare Period Notice Feature

The Compare Period Notice feature helps you easily view and compare different periods of data. This tool empowers you to make informed decisions by analyzing trends and patterns over time.

Key Features

User-friendly interface for quick access
Customizable timeframes for tailored comparisons
Visual graphs and charts for clear data representation
Real-time updates to ensure accuracy
Export options for sharing and reporting

Potential Use Cases and Benefits

Identify sales trends to optimize inventory management
Monitor customer engagement over time to enhance marketing efforts
Evaluate performance metrics to inform strategic planning
Track project progress for better resource allocation
Compare financial data for budgeting and forecasting

By using the Compare Period Notice feature, you gain insights into your data that help solve your challenges. This tool allows you to pinpoint significant changes and adapt your strategies quickly. You will find that making data-driven decisions becomes easier, ensuring you stay ahead in your business.

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Step 1 Create Parameters for Date Range. Step 2 Create a Calculated Field for Days in Range. Step 3 Create Boolean Calculated Fields for Current Period and Prior to Period. Step 4 Create a Date Equalizer.
Pull one measure to the Columns section. Drag a dimension field into the Rows section. Drag another dimension to the Filter section and select two items to compare. Create two new calculated fields based on the measure from Step 1 above.
Create a Year to Date filter calculated field. Hint: In order to check if the date calculations are working, I like to create a table with Month/Year of the date on Rows. Drag the Year to Date filter into your view, along with your KPI (in our case, that is Sales):
Create a parameter called selected date (Once you create it right-click on the parameter and select show parameter) Create a calculated field called — Current month sales. Add SALE DATE field into columns > right click on it and change to Day.
In Tableau Desktop, connect to the Sample-Superstore saved data source, which comes with Tableau. Navigate to a worksheet. From the Data pane, under Dimensions, drag Order Date to the Rows shelf. On the Rows shelf, click the plus icon (+) on the YEAR(Order Date) field.
To format a date field in the Data pane, right-click the field and choose Default Properties > Date Format. The date formats in the table are supported when your workbook is connected to a Tableau data extract or has a live connection to a data source that also supports the date format.

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