Question
How can we display the detailed data starting from the selected year and month up to N months ago?
Last Modified Date: 18 Oct 2023
Environment
- Tableau Desktop
Answer
Follow the steps using the sample packaged workbook attached to display the detailed data starting from the selected year and month up to N months ago. In the attached sample workbook, the following views are prepared.Bar worksheet
Columns: YEAR(Order Date) and Month(Order Date)
Rows: SUM(Sales)
Detail worksheet
Columns: YEAR(Order Date) and Month(Order Date)
Rows: SUM(Sales)
1. Create the following parameters.
2. Create a calculated field and name it Year and Month filter.
YEAR([Order Date]) * 100 + MONTH([Order Date]) <= [Year] * 100 + [Month]3. Create a calculated field and name it LAST N months filter.
LAST() < [LAST N months]4. Open Detail worksheet and add Year and Month filter and select TRUE.
5. Add LAST N months filter and select TRUE.
6. Add a new dashboard and place Bar and Detail views on the dashboard.
7. Select Dashboard > Actions from the menu. Add the following Change Parameter actions.
8. Select Analytics > Parameters from the menu and select Year, Month and LAST N months.
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