Year-over-year comparison in Tableau - Dashboard Guide

Dashboard Mode - Year-over-year comparison

Dashboard Goal

Compare sales performance this year versus last year to see growth or decline.

Sample Data

Year	Month	Sales
2023	Jan	1000
2023	Feb	1200
2023	Mar	1300
2022	Jan	900
2022	Feb	1100
2022	Mar	1250

Dashboard Components

• KPI Card: Total Sales This Year
  Formula: SUM(IF [Year] = 2023 THEN [Sales] ELSE 0 END)
  Result: 3500
• KPI Card: Total Sales Last Year
  Formula: SUM(IF [Year] = 2022 THEN [Sales] ELSE 0 END)
  Result: 3250
• KPI Card: Year-over-Year Growth %
  Formula: ((SUM(IF [Year] = 2023 THEN [Sales] ELSE 0 END) - SUM(IF [Year] = 2022 THEN [Sales] ELSE 0 END)) / SUM(IF [Year] = 2022 THEN [Sales] ELSE 0 END)) * 100
  Result: 7.69%
• Line Chart: Monthly Sales Comparison
  X-axis: Month
  Y-axis: Sales
  Lines: One for 2023, one for 2022
  Shows monthly sales trends side by side
• Table: Sales by Year and Month
  Columns: Year, Month, Sales
  Shows raw sales numbers for detail

Dashboard Layout

+----------------------+----------------------+
| Total Sales This Year | Total Sales Last Year |
|        (KPI)          |        (KPI)          |
+----------------------+----------------------+
| Year-over-Year Growth % (KPI)               |
+---------------------------------------------+
|                                             |
|           Monthly Sales Comparison           |
|               (Line Chart)                   |
|                                             |
+---------------------------------------------+
|                                             |
|             Sales by Year and Month          |
|                   (Table)                    |
|                                             |
+---------------------------------------------+
    

Interactivity

A year filter lets you select one or both years. Selecting a single year updates KPIs and the table to show only that year's data. The line chart updates to show monthly sales for the selected years. Hovering over points on the line chart highlights the corresponding month in the table for easy comparison.

Self Check

If you add a filter to show only Year = 2023, which components update and how?

• The Total Sales This Year KPI shows 3500.
• The Total Sales Last Year KPI hides or shows 0 because 2022 is filtered out.
• The Year-over-Year Growth % KPI recalculates or hides because last year data is missing.
• The Monthly Sales Comparison line chart shows only the 2023 line.
• The Sales by Year and Month table shows only 2023 rows.

Key Result

Dashboard comparing monthly and total sales for 2023 versus 2022 with growth percentage.