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1. Re: Filter Date between one fixed date and previous quarter
Hi Tim,
You have put 'record date' on filters shelf and use that as relative date filter.
Refer the learning videos from tableau for more information
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2. Re: Filter Date between one fixed date and previous quarter
Thanks Akram,
Using the filter is fine but I don't want to have to manually adjust the date each quarter the report is run.
Is there a way of using a calculated field so that it always filters from '01-01-2017' - end of previous quarter i.e. it calculates the end of the previous quarter each time data is refreshed?
Thanks,
Tim.
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3. Re: Filter Date between one fixed date and previous quarter
Hi Tim,
Ok now its more detailed. Why not?
Find the attached twbx file where I did replicate your requirement.
This sheet will start from 01-01-2017 always and will only take last 3 quarters dynamically.
Example. Now in the attached workboook, the data is available till dec-2017. Now its taking last three quarters dynamically. If Jan-2018 comes
2017 Q3,2017Q4 and 2018 Q1 will get updated dynamically.
Hope this solves your requirement. plz mark this as helpful and answered if correct.
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4. Re: Filter Date between one fixed date and previous quarter
Hi Akram,
Thanks for this, nearly there! Apologies for any confusion.
I need to exclude the current quarter though i.e. as we are currently in Q4 I want the data to show all quarters from Q1 2017 - Q3 2018.
When we move to Q1 2019 I need the data to only show data from Q1 2017 - Q4 2018 i.e. excluding the current quarter.
Tim.
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5. Re: Filter Date between one fixed date and previous quarter
4 of 4 people found this helpfulHi Tim,
My understanding is wrong. Now I've modified the twbx file according to the requirement.
It will exclude the max date quarter from the view and keep the remaining quarter starts from 2017.
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6. Re: Filter Date between one fixed date and previous quarter
Thanks Akram,
his answer is perfect.
Tim.
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