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  • Bernard K

Quarter to Date (QTD) Vs Previous Quarter to Date (PQTD)


computing quarter to date versus previous quarter to date in tableau

Introduction

QTD – Quarter to date is the period starting from the beginning of the current calendar quarter and ending at the current date.

While

PQTD - Previous quarter to date is the period starting from the beginning of the last calendar quarter and ending at the current day of the last quarter.

In this short article, I’m going to showcase several ways you can compute QTD and PQTD in Tableau.

Computing QTD and PQTD in Tableau

Using the Sample-Superstore dataset, I’ll be computing QTD sales and PQTD sales using the following calculations.

Note for reference purpose this article was written on 28/11/2022, and therefore all these computations are based on that date as the current date i.e., TODAY ().

Computing QTD Sales

There are several ways you can compute the QTD sales - as shared in the following three examples.

computing QTD in tableau
computing quarter to date in Tableau
QTD computation in tableau

Notice, when you drag these three calculations to the text/label shelf returns similar value (194,792) - which is the Sales generated between the start of the 4th quarter and the current date (28/11/2022).

resulting values of QTD computation in tableau

Computing PQTD Sales

To compute the PQTD sales use any of the following calculations.

computing PQTD in Tableau
computing previous quarter to date in Tableau
PQTD in tableau

Notice, adding the above calculations to the text/label shelf returns similar value (106,721), which is the sales generated between the start of the 3rd quarter and the current day in the 3rd quarter which is 28/08/2022.

resulting values of PQTD

Note you can replace the date of today (TODAY ()) in the above calculations with the latest date in your dataset should you wish to have computations based on the latest date in the Tableau data source.

You can compute the latest date in your data source using the following calculation.

computing the latest date in tableau data source

Conclusion

I believe one of the above calculations will serve your purpose in computing QTD and PQTD 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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