KNOWLEDGE BASE

Show Last Month's Data on First Day of the Month


Published: 10 Aug 2017
Last Modified Date: 14 Oct 2019

Question

How to filter the view to show last month's data on the first day of the month, otherwise show this month's data.

Environment

Tableau Desktop

Answer

The attached example workbook uses the example data set Superstore to demonstrate the following instructions:
  1. Create a calculated field with a name like "this month or last month filter" with a calculation similar to the following:

    (

    DATEPART( 'day', TODAY() ) = 1

    AND DATEADD( 'month', -1, DATETRUNC( 'month', TODAY() ) ) = DATETRUNC( 'month', [Order Date] )

    )

    OR

    (

    DATEPART( 'day', TODAY() ) != 1

    AND

    DATETRUNC('month', TODAY() ) = DATETRUNC( 'month', [Order Date] )

    )

  2. Drag [this month or last month filter] to the Filters shelf

  3. In the Filter dialog, check True and click OK

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