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  • Bernard K

Month to Date (MTD) Vs Previous Month to Date (PMTD)

Updated: Nov 29, 2022


MTD – Month to date is the period starting from at the beginning of the current calendar month and ending at the current date.

While

PMTD – Previous month to date is the period starting from the beginning of last calendar month and ending at the current day of last month.

So, how do I compute MTD and PMTD in Tableau?

In this post, I will share several formulas you can use to compute MTD Sales and PMTD Sales.

Computing MTD Sales

Assuming data updates daily, these calculations can also be recalculated by simply replacing TODAY() with maximum order date which is calculated as follows;

Computing PMTD Sales

The same calculations for PMTD above, can also be achieved by replacing TODAY() with {MAX([order date])}

I know one of the above calculations will serve your purpose in computing MTD and PMTD respectively.

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About Me

More About the Author

Bernard K

Analytics Consultant | 3X Tableau Certified

Bernard is a data analytics consultant helping businesses reveal the true power of their data and bring clarity to their reporting dashboards. He loves building things and sharing knowledge on how to build dashboards that drive better outcomes.

Let’s discuss your data challenges! Let’s work together!

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