Last Modified Date: 20 Jul 2018
Environment
Tableau ProfessionalAnswer
The following instructions can be reviewed in the workbook attached below.- Go to Analysis > Create Calculated Field.
- Enter a name, e.g. YTD - Exclude Last Month
- Enter the formula:
DATEDIFF('month',[Order Date],Today()) > 0 AND DATEDIFF('year',[Order Date],Today())= 0 - Click OK.
- Drag this new field onto the Filter shelf and select True.
- Click OK.
- (Optional) If there are other date range filters on the view, click the drop-down arrow for the quick filter and select Only Relevant Values.
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