How to Sort the Data Dynamically by the Current Month's Values When a Workbook is Opened

Published: 07 Dec 2022
Last Modified Date: 08 Dec 2022


When a workbook is opened, is it possible to sort the data dynamically by the current month's values?


  • Tableau Desktop


Below is an example using the Sample - Superstore. If you open the workbook on 2022/12/01, it will be sorted in descending order of Sales on 2022/12.
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1. Add Year(Order Date) to Columns.
2. Add Month(Order Date) to Columns.
3. Add Sub-Category to Rows.
4. Add SUM(Sales) to Text.
5. Create a calculated field and name it Sort.
IF DATETRUNC('month', [Order Date]) = DATETRUNC('month', TODAY())
    THEN [Sales]
6. Right-click Sub-Category in Rows and select Sort.
7. Edit Sort as follows:
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