tableau

1. YTD, QTD, MTD
AND DATE FUNCTIONS
IN TABLEAU
PRESENTED BY:
PRANALI SHIVAJI SHIRURKAR
29TH AUGUST, 2022

2. INTRODUCTION
• YTD : Year to Date
• PYTD : Previous Year to date
• LYTD : Last Year to date
• QTD : Quarter to Date
• PQTD : Previous Quarter to date
• LQTD : Last Quarter to date
• MTD : Month to Date
• PMTD : Previous Month to date
• LMTD : Last Month to date

3. Two types of years prevail in the corporate
world. These two years are the Fiscal Year and
the Calendar Year. The similarity between these
years is that these lasts for 365 days or twelve
consecutive months. The calendar year begins in
the first of January and ends on 31st December
every year, while a fiscal year can begin on any
day of the year but will end on exactly the 365th
day of that year.
FISCAL YEAR Vs CALENDAR YEAR

4. YEAR
January
February
March
April
May
June
July
August
September
October
November
December
YTD
QTD MTD

5. DEFINITION
 YTD :
YTD is the period between the first day of the calendar year and the current date.
 QTD :
Quarter-to-date is a period starting at the beginning of the current quarter and ending at the current date. Quarter-to-date is
used in many contexts, mainly for recording results of an activity in the time between a date and the beginning of either the
calendar or fiscal quarter.
 MTD :
Month-to-date is a period starting at the beginning of the current calendar month and ending at the current date. Month-to-
date is used in many contexts, mainly for recording results of an activity in the time between a date and the beginning of the
current month

6.  PYTD
PYTD refers to the period beginning from the first day of the previous calendar year or fiscal year to the date equivalent to
the current day from the previous year.
 PQTD
Previous quarter to date is the period starting from the beginning of last quarter and ending at the current day of last
quarter
 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.

7. YTD QTD MTD
01/01/2022 + all values up to
29/08/2022
01/07/2022 + all values up to
29/08/2022
01/08/2022 + all values up to
29/08/2022
Current Year 2022
PYTD PQTD PMTD
01/01/2021 + all values up to
29/08/2021
01/04/2022 + all values up to
29/05/2022
01/07/2022 + all values up to
29/07/2022
LYTD LQTD LMTD
01/01/2020 + all values up to
29/08/2020
01/07/2020 + all values up to
29/08/2020
01/08/2020 + all values up to
29/08/2020

9. DATE_PART VALUES
'year' Four-digit year
'quarter' 1-4
'month' 1-12 or "January", "February", and so
on
'dayofyear' Day of the year; Jan 1 is 1, Feb 1 is 32,
and so on
'day' 1-31
'weekday' 1-7 or "Sunday", "Monday", and so on
'week' 1-52
'hour' 0-23
'minute' 0-59
'second' 0-60
'iso-year' Four-digit ISO 8601 year
'iso-quarter' 1-4
'iso-week' 1-52, start of week is always Monday
'iso-weekday' 1-7, start of week is always Monday
The valid date _ part values at a glance

10. DATE FUNCTIONS IN TABLEAU
1. DATETRUNC
Truncates the specified date to the accuracy specified by the date _ part. This function returns a new date
SYNTAX: DATETRUNC(date _ part, date, [start _ of _ week])
Eg: DATETRUNC(‘quarter’,#2022-08-15#) = 2022-07-01 12:00:00 AM
DATETRUNC(‘year’,#2022-08-15#) = 2022-01-01 12:00:00 AM

11. 2. DATEADD
Returns the specified date with the specified number interval added to the specified date _ part of that date
SYNTAX: DATEADD(date _ part, interval, date)
Eg: DATEADD('month', 3, #2022-08-15#) = 2022-11-15 12:00:00 AM
The expression adds three months to the date.

12. 3. DATEIFF
Returns the difference between date _ 1 and date _ 2 expressed in units of date _ part.
SYNTAX : DATEIFF(date _ part, start _ date, end _ date, [ start _ of _ week])
Eg : DATEDIFF('week', #2013-09-22#, #2013-09-24#, ‘ monday’) = 1
DATEDIFF('week', #2013-09-22#, #2013-09-24#, ‘ sunday ’) = 0

13. 4. DATEPARSE
Converts a string into a date in a specified format
SYNTAX : DATEPARSE(date _ format, [date _ string])
Eg : DATEPARSE(“dd.MMMM.yyyy”, “15.April.2004”) = 2004-04-15 12:00:00 AM
5. TODAY
Returns the current date.
SYNTAX : TODAY()
Eg : TODAY() = 2022-08-29

14. 6. DATENAME :
Returns date _ part of date as a string
SYNTAX : DATENAME(date _ part, date, [start_of_week])
Eg : DATEPART('year', #2004-04-15#) = 2004
7. MAX :
Returns the maximum of A and B (A and B must be of the same type). Returns Null if either argument is NULL
SYNTAX : MAX(expression) or MAX(expr1, expr2)
Eg : MAX(#2004-01-01# , #2004-03-01#) = 2004-03-01 12:00:00 AM

15. 8. DAY
Returns the day of a date as an integer
SYNTAX : DAY(date)
Eg : DAY(#2022-08-15#) = 15
9. ISDATE
It is a condition function that returns True if a given value or string is a date.
SYNTAX : ISDATE(string)
Eg : ISDATE(“August 15, 2022”) = True

16. 10. MAKEDATE
Returns a date value constructed from the specified year, month, and date
SYNTAX : MAKEDATE(year, month, day)
Eg : MAKEDATE(2022, 8, 15) = # August 15, 2022#
11. MAKEDATETIME
Returns a datetime that combines a date and a time. The date can be a date, datetime, or a string type. The time must be a datetime
SYNTAX : MAKEDATETIME(date, time)
MAKEDATETIME(“2022-8-15", #07:59:00#) = #08/15/2022 7:59:00 AM#

17. 12. MAKETIME
Returns a date value constructed from the specified hour, minute, and second
SYNTAX : MAKETIME(hour, minute, second)
Eg : MAKETIME(14, 52, 40) = #14:52:40#
13. MIN
Returns the minimum of a and b (a and b must be of same type). Returns NULL if either argument is NULL
SYNTAX : MIN(expression) or MIN(expr1, expr2)
Eg : MIN(#2004-01-01# ,#2004-03-01#) = 2004-01-01 12:00:00 AM

18. 14. MONTH
Returns the month of the given date as an integer
SYNTAX : MONTH(date)
Eg : MONTH(#2022-08-15#) = 8
15. NOW
Returns the current local system date and time
SYNTAX : NOW( )
Eg : NOW( ) = 2022-08-15 1:08:21 PM

19. 16. QUARTER
Returns the quarter of the given date as an integer.
SYTAX : QUARTER ( )
Eg : QUARTER(#2022-08-15) = 3
17. WEEK
Returns the week of the given date as an integer
SYNTAX : WEEK()
Eg : WEEK(#2004-04-15) = 16

20. 18. YEAR
Returns the year of the given date as an integer
SYNTAX : YEAR(date)
Eg : YEAR(#2022-08-15#) = 2022