How to calculate month-on-month rate without using table calculation

Published: 09 Mar 2023
Last Modified Date: 09 Mar 2023

Question

How to calculate month-on-month rate without using table calculation.

Note: Extra step is needed to filter the null data etc. when using the table calculation to achieve the same result. The method below describes how to do it without using the table calculation.

Before:
User-added image
After:

Environment

Tableau Desktop 2021.4.3
Ubuntu 18.04 LTS

Answer

Add a data source for the last month data.
1. Add [order] sheet in Data source page and create a relationship as shown below

User-added image

2. Create a calculated field:
Name: TS_month-on-month
Value: SUM([Sales (Orders1)])/SUM([Sales])
3. Filter the [order date].
4. Add [ TS_month-on-month] to the text card.
See attached file below.