Question
When placing a continuous DATETRUNC field, such as year or month, to filter. The labels of the filter slider and the date displayed to the axis are not synchronised. How can I synchronise them?
Last modified date: 27 Oct 2022
Environment
- Tableau Desktop
Answer
Self-blend the data source with a relationship of MY(Order Date). Here are the steps demonstrated in the attached workbook.- Right-click on the Sample - Superstore data source and click Duplicate.
- Click Data > Edit Relationships.
- Confirm that the primary data source is Sample - Superstore and select Custom.
- Remove all other relationships except MY(Order Date) then click OK.
- Open the Sample - Superstore (copy) data source and right-click Order Date > Default Properties > Date Format.
- Select Customise and set yyyy/mm.
- Open the Sample - Superstore data source and Place Order Date to columns and select MY(Order Date).
- Place Sales to rows.
- Open the Sample - Superstore (copy) data source and place Order Date to filter and right-click > Show Filter.
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