LOD calculation with date ranges

Question

I am trying to figure out total sales within a fiscal year. So total sales between 7/1/2019 and 6/30/2020 by customer.

Thanks!

Answer 1

Hi, @Amenda,

You have to follow a few steps which are given below:

Step 1: Set up the Visualization

1. Open Tableau Desktop and connect to the Sample-Superstore saved data source.

2. Navigate to a new worksheet.

3. From the Data pane, under Dimensions, drag Region to the Columns Shelf.

4. From the Data pane, under Measures, drag Sales to the Rows Shelf.

   A bar chart showing the sum of sales for each region appears.

Step 2: Create the LOD expression

Instead of the sum of all sales per region, perhaps you want to also see the average sales per customer for each region. You can use a LOD expression to do this.

1. Select Analysis > Create Calculated Field.

2. In the Calculation editor that opens, do the following:

   • Name the calculation, Sales Per Customer.

   • Enter the following LOD expression:

     { INCLUDE [Customer Name] : SUM([Sales]) }

3. When finished, click OK.