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Calculation Revenue

Revenue calculation in tableau

1. CYMTD
[YEAR]<=TODAY() AND DATETRUNC('month',[YEAR])=
DATETRUNC('month',TODAY())

2. CYQTD
[YEAR]<=TODAY() AND DATETRUNC('quarter',[YEAR])=DATETRUNC('quarter',TODAY())

3. PYMTD
([YEAR]<=DATEADD("year",-1,TODAY())  AND [YEAR]>=
DATEADD("year",-1,DATETRUNC("month",TODAY())))

4. PYQTD
[YEAR]<=DATEADD("year",-1,TODAY()) AND [YEAR]>=DATEADD("year",-1,DATETRUNC("quarter",TODAY()))

5. PYTD
[YEAR]<=DATEADD('year',-1,TODAY()) 
AND DATEDIFF('year',[YEAR],TODAY())=1

6. YTD
[YEAR]<=TODAY() AND DATETRUNC('year',[YEAR])=DATETRUNC('year',TODAY())

7. MOM
SUM([Revenue CY MTD]-([Revenue PY MTD]))/SUM([Revenue PY MTD])

8. QOQ
SUM([Revenue CY QTD]-([Revenue PY QTD]))/SUM([Revenue PY QTD])

9. REVENUE CY
CASE [Period]
WHEN 'YoY' then [Revenue CYTD]
WHEN 'QoQ' THEN [Revenue CY QTD]
WHEN 'MoM' THEN [Revenue CY MTD]
END

10. Revenue CY MTD
ZN(IF[CYMTD] THEN [REVENUE] END)

11. Revenue CY QTD
ZN(IF[CYQTD] THEN [REVENUE] END)

12. Revenue CYTD
ZN(IF [YTD] THEN [REVENUE] END)

13. Revenue PY
CASE [Period]
WHEN 'YoY' then [Revenue PYTD]
WHEN 'QoQ' THEN [Revenue PY QTD]
WHEN 'MoM' THEN [Revenue PY MTD]
END

14. Revenue PY MTD
ZN(IF [PYMTD] THEN [REVENUE] END)

15. Revenue PY QTD
ZN(IF[PYQTD] THEN [REVENUE] END)

16. Revenue PYTD
Zn(IF [PYTD] THEN [REVENUE] END)

17. Year Filter
YEAR(TODAY())-1

18. Period  (This is parameter)
YoY -- Year Over Year
MOM --- Month Over Month
QOQ --- Quarter Over Quarter

19. DIFFERENCE%
CASE [Period]
WHEN 'YoY' then [YOY]
WHEN 'QoQ' THEN [QOQ]
WHEN 'MoM' THEN [MOM]
END

20. YOY
ZN(sum([Revenue CYTD]) - SUM([Revenue PYTD]))/(SUM([Revenue PYTD]))

21. Down Trend
IF [Difference%]<0 Then "▼"

22. Up Trend
IF [Difference%]>0 Then "▲"
END

23. Week Number
DATE(DATEPARSE ("yyyy-MM-dd", STR(DATE(DATETRUNC('week',[date]))) ))

Now, let's take a look at the revenue formula itself (in both forms):

For a product-based business, the formula is
Revenue = Number of Units Sold x Average Price.

For service-based companies, the formula is
Revenue = Number of Customers x Average Price of Services.
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