How to Create a Dynamic Date Filter with Slider UI

Publicado: 13 Dec 2021
Data da última modificação: 12 Sep 2022

Pergunta

How to display the last 3 months of data up to today without changing the slider UI?

　 For example if today is：12/11/2021
The Display range should show: 10/1/2021 - 12/11/2021

Ambiente

Tableau Desktop

Resposta

Follow the steps below to create a dynamic parameter:

Prior setup

1. Connect to Sample - Superstore.
2. Drag and drop [Sales] to Rows.
3. Drag and drop [Order Date] to Colums while right-clicking and select [YEAR(Order Date)]
4. Drag and drop [Order Date] to Colums while right-clicking and select [MONTH(Order Date)]

Steps to create parameter

5. Create calculated field as follows.
Name: Last 3 Months
Calculation: <

+ DATE(IF  [Order Date] > DATEADD('month',-1,DATETRUNC('month',TODAY()))

                          THEN DATEADD('month',-2,DATETRUNC('month',TODAY()))

                          ELSE TODAY()

                          END)

6. Right click [Last 3 Months] and create parameter as following.
Allowable values : Range
Tick the checkbox for "When workbook opens".
And select [Last 3 Months] from pull-down menu.
7. Create calculated field as following.
Name: Date_Filter
Calculation: [Order Date] > [Last 3 Months Parameter]
8. Drag and drop [Date_Filter] to Filters pain and select "True".
9. Right click [Last 3 Months] and click Show Parameter.

Informações adicionais

Similarly, to set a starting and ending to today, there is also an extension available below.
Use Dynamic Date Range Filter dashboard extension: Dynamic Date Range Filter

Step 1: Build the view and date range filter as usual.
Step 2: In the dashboard, enable Dynamic Date Range Filter
User-added image