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Anonymous's avatar
Anonymous
Not applicable
6 years ago
Solved

Sales evolution through time

Hello

 

I am trying something that should be very easy but I can't figure it out.

 

I have the data like this:

 

DateBuyerProductValue
12/12/2018JonApple20
13/12/2018AnthonyPear0
01/01/2019SarahPear30
03/01/2019SarahPear50
02/02/2019JonApple10
03/02/2019JonApple15

 

And I am just trying to show an evolution on the sales trought weeks or months. However, it shows me first grouped by year. Then I see the date hyerarchy that is by Year, Month, Week and Day. I just want the evolution month by month through the different years, but I can't separate them.

 

I also wanted to have the bar chart with both years side by side but I can't make it work. I thought of created a column with the year to use it as a category, but it should be an easier way.

 

Any help?

 

Thanks!

Need Help
  • Anonymous's avatar
    Anonymous
    6 years ago

    At the end I created a new meassure that is Year-Month, and then sorted alphabetically. I don't like it, but for now it does the job.

     

  • Anonymous's avatar
    Anonymous
    6 years ago

    At the end I solved it with a date table with the information about the months, quarters, financial years, etc.

     

    It's not ideal and tableau does it automatically, but it solved the issue! Using a date table is extremely useful.

     

10 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    6 years ago

     Would this visualization fit your need?

     

     

  • v-alq-msft's avatar
    v-alq-msft
    Community Support
    6 years ago

    Hi, Anonymous 

     

    Based on your description, I created data to reproduce your scenario.

    You can create two column as follows.

    Month-Year = FORMAT('Table'[Date],"YYYY-MM")

    WeekOfYear = FORMAT('Table'[Date],"YYYY - \WeekWW")

     

    Then you can create three ‘clustered bar chart’ visuals and a  ‘matrix’ visual as below. Finally, you may see evolution on the sales by weeks or months with the slicer.

     

    If I misunderstand your thought, please show me your expected output. I am glad to solve the problem for you. Here is my pbix 

     

    Best Regards,

    Allan

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

    • Anonymous's avatar
      Anonymous
      Not applicable
      6 years ago

      Yes something like this is what I want, but there is no other way through the normal visualizations? In Tableau you can group them in weeks, months, etc, so you can easily see the evolution.

       

      I need something like the below, but I can't seem to be able to obtain a chart like the below.

       

      • Anonymous's avatar
        Anonymous
        Not applicable
        6 years ago

        And this is what I get from my data, I get the months, but they are combined of 2017 and 2018. I would like to see January to December 2017 and then January to December 2018:

         

         
  • Anonymous's avatar
    Anonymous
    Not applicable
    6 years ago

    At the end I solved it with a date table with the information about the months, quarters, financial years, etc.

     

    It's not ideal and tableau does it automatically, but it solved the issue! Using a date table is extremely useful.