2 of 3 people found this helpful
Below are the steps I use to build a continuous quarterly date filter.
1. Drag your date to filters. Click next, click ok. Your filter should now be on the shelf as a continuous by exact date.
2. Click on the date field in filters and select Quarter. If you are showing the filter it may disappear after this step. Just re-add it.
3. Take a well earned coffee break
Let me know if you have any questions.
Thanks for the response. I also thought that specifying Quarter on the Date pill on the filter shelf would do the trick.
However, I think the issue is that it's still possible for the user to (inadvertently) select a start date w/in a given quarter that actually excludes that quarter's data (since the Date field is the first day of the quarter). Below (and attached) shows how the filter includes 2014 Q3 but the display does not (since the actual start date of the date range is 2-Jul-14 and the date for the data is 1-Jul-14). I can't depend on the users to "get" that the dark line in the date range filter indicates where/when the data is).
So my goal is to have a slider which would prevent the user from choosing a "partial" quarter such that when adjusting the slider only "full" quarter selections are made.
Thanks again - next step: coffee break!
date filter-q'ly.twbx 11.5 KB
2 of 2 people found this helpful
I see what you are talking about but I've had my coffee and ready to take another stab. Tableau appears to be passing an exact date even though it is only displaying a quarterly value which I personally find a little lame but I guess it does make sense as it's a continuous date.
Fortunately I think there is a workaround give this a try.
1. Create a calculated field [Continuous Discrete Date]: year([Date]) * 10 + datepart('quarter',[Date]) - This will create a numeric value for each quarter which you will format.
2. Apply a custom number format to [Continuous Discrete Date]: Default Properties -> Number format ####-Q#. This will give your filter a good look.
3. Drag [Continuous Discrete Date] to filters and set it to continuous. Select show filter. I believe this will give you the results you are expecting.
Let me know how this works for you. It seems like there should be an easier solution but I don't know of any.
I did a little more testing and while it returns the correct values when you select a year quarter there seems to be values for 2011-Q5-Q9 in the filter which don't exist in the DB. Although I did work for a company who claimed to have a Q5.
Thanks for the solution! I think I can make that work.
I'm noticed the same issue w the magical extra quarters so I might play with the calculation and hopefully not break anything.
I appreciate your help on this one!
It's my pleasure, I actually learned quite a bit about continuous dates from replying to this post. Let me know if you find a way to get rid of those pesky extra quarters.
Hey there -
I just implemented this suggestion for a quarterly date filter. It looks great in the dashboard in Tableau Desktop. However, when I publish to Tableau Server, the filter displays the unformatted number. Any suggestions? (I'm super new to Tableau.)
View in Tableau Desktop
View on Tableau Server:
Any help is appreciated Thanks!