#WOW2026 | Week 29 | Fiscal Fun

Introduction

Welcome to week 29! I’m so excited to be back with another interesting challenge. It occurred to me recently that we’ve been using Sample – Superstore for decades and there is no shortage of date filter tips and tricks but they are all based on traditional Gregorian calendars. 

And I’ve yet to work with a single retail client who does anything on calendar dates! Rather they all use a version of a retail calendar. These calendars essentially offset the calendar so that the year begins on the first Sunday of January and will split each quarter of the year into one of 3 variations:

  • 4-5-4
  • 4-4-5
  • 5-4-4

What this means is that each month of the quarter are always split by month 1 is 4 weeks, month 2 is 5 weeks and month 3 is 4 weeks. This allows for 1:1 comparison for YOY comps.

So let’s play with it. I’ve uploaded a common version of the 4-4-5 retail calendar. You will need to create a relationship between Superstore and the calendar on order date. Then you’ll need to use some fancy table calcs to get the view to tie out.

Enjoy!

Requirements

  • Size: 1000×800
  • Sheets: 2
  • show FYTD as a bar and LYFTD as a reference line
  • split by Sub Category
  • Show FYMTD as a bar and LYFMTD as a reference line

Dataset

Available from here.

Attribute

When you publish your solution on Tableau Public make sure to take the time and include a link to the original inspiration.  Also include the hashtag #WOW2026 in your description to make it searchable!

Share

After you finish your workout, share on Twitter and/or LinkedIn using the hashtag #WOW2026 #Tableau and tag @WorkoutWednsday

Solution

Interactive