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How to show current month values with start and end dates of the month in the header


Published: 31 Jan 2020
Last Modified Date: 31 Jan 2020

Question

How to show current month values with start and end dates of the month in the header

Environment

  • Tableau Desktop

Answer

1. Create a calculated field called Current month value with the following formula:
    If DATEDIFF('month',[Order Date],TODAY())=0 then [Value] end

2. Create the view like below with the Field in rows and calculated field value as a Measure value:

User-added image

3. Right click the Measure name value and deselect the Show header option:
User-added image

4. Open a new sheet and Create calculated fields like below for start and end dates of month:

Name of calculated field: Start of current month
Formula: If DATEDIFF('month',[Order Date],TODAY())=0 then DATETRUNC('month',[Order Date]) end

Name of calculated field: Last date of current month
Formula: If DATEDIFF('month',[Order Date],TODAY())=0 then DATEADD('second',-1,DATEADD('month',1,DATETRUNC('month',[Order Date]))) end

5. Drag the above created calculated fields to Rows to place them beside each other with start of current month field being the field on left.
6. Right click the field on Rows shelf and choose Custom Date representation as below:
User-added image

7. Drag another instance of the Start of current month and Last date of current month to filter and choose the Non Null value.
8. Create a calculated field Empty with the formula :  " " 
9. Drag the Empty calculated field to text on Marks Card.
10. Create a field like "to" in between the Start of current month and Last date of current month fields on Rows shelf as shown in the screenshot below:
User-added image
11. Open a new dashboard and drag the sheet with view first.
12. Change to Floating instead of the Tiled Layout and drag the start and end sheet to the position of the header by adjusting the width of the view accordingly.

Below is the final output generated:

User-added image
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