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Show Last Month's Data on First Day of the Month


Published: 10 Aug 2017
Last Modified Date: 10 Aug 2017

Question

How to filter the view to show last month's data on the first day of the month, otherwise show this month's data.

Environment

  • Tableau Desktop

Answer

The attached example workbook uses the example data set Superstore to demonstrate the following instructions:
  1. Create a calculated field with a name like "this month or last month filter" with a calculation similar to the following:

    (

    DATEPART( 'day', TODAY() ) = 1

    AND DATEADD( 'month', -1, DATETRUNC( 'month', TODAY() ) ) = DATETRUNC( 'month', [Order Date] )

    )

    OR

    (

    DATEPART( 'day', TODAY() ) != 1

    AND

    DATETRUNC('month', TODAY() ) = DATETRUNC( 'month', [Order Date] )

    )

  2. Drag [this month or last month filter] to the Filters shelf

  3. In the Filter dialog, check True and click OK

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