YTD and MTD over multiple years using the different Date functions

There are multiple date functions you can use to calculate YTD and MTD values across years:
MAKEDATE, DATEADD, DATEDIFF, and DATETRUNC. And there are other ways to create YTD and MTD views without using these functions. The challenge is determining which method you want to use.

There are two ways to display YTD and MTD values across years:
YTD/MTD Calculation Filters, and YTD/MTD Calculated measures.

Each variation of functions and methods has its pros and cons, so it depends on the specific situation and the user’s preference on which method to use.

Related Tableau help links

• Date Functions - Tableau

• Creating Year To Date and Month To Date Calculations | Tableau Software

• Creating a Year Over Year YTD Comparison | Tableau Software

• Creating Year To Date and Month To Date Calculations | Tableau Software

Related DataSelf Knowledge Base Pages

More about the various date functions and methods in action.

• Relative Dates & Dynamic Date Filters in Tableau

• YTD and MTD over multiple years using the different Date functions

• Date Calculations Table of Tableau date calculations.