# Week 17: Can you build an automated monthly report

A few weeks ago I had this problem: I needed to create a dynamic table that showed the last 12 full months of sales for a particular channel/category of the business but I also needed to show the month-over-month and year-over-year totals. I didn’t know how to do it right away so I asked the Workout Wednesday team and they responded with many solutions. So I changed this week to match that exact problem. I’m also including some information on financial reporting since I wasn’t familiar until recently. We’ll be calculating basis points. The basic formula is (%a -%b)*10000. Where a and b are just two percentages. This means 1 bps = 0.01% and 100 bps = 1.00%.

### Challenge

Click image to view on Tableau Public

### Requirements

#### Intermediate

• Format: 1100px by 400px
• Create a table that shows the following metrics for the last 12 full months by category:
• Percent of total sales that are from the Consumer segment.
• Month-over-month change in % Consumer sales using basis points (bps). (Current Month % – Prior Month %) * 10000
• Year-over-year change in % Consumer sales using basis points (bps). (Current Month % – Same month prior year %) * 10000
• Add a filter so that you can toggle dates. Note the months will only show when data is for a complete month of data.
• Match formatting border and fill formatting.
• ├ and └ will be useful.

#### Dataset

This week uses the superstore dataset for Tableau 2019.1.  You can get it here at data.world

#### Share

After you finish your workout, share on Twitter using the hashtag #WorkoutWednesday2019 and tag @AnnUJackson, @LukeStanke, @lorna_eden, and @curtisharris_!

Also, don’t forget to track your progress using this Workout Wednesday form.

#### Attribute

When you publish your solution on Tableau Public make sure to take the time and include a link to the original inspiration.

### 2 thoughts on “Week 17: Can you build an automated monthly report”

1. LUke,
it seems to me that the small image you linked here and the workbook in tableau public are different -> the public version shows wrong percentages… i’m dying tring to verify calculations?