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I believe this fixes your issue - create a calculated field:
And filter using this instead. A standard filter removes data using the query - it never gets to Tableau. By making the same filter, but disguising it as a table calculation, the filtering is done in tableau so the data is available for the running_sum.
Thanks Alex. That does exactly what I was looking for and even works with a global parameter I'm using to filter my charts on a relative date range by using lookup(attr(TODAY()),0)) to subtract months from. This is something very useful to know and I appreciate your help.
This works great. Thank you folks for posting this trick up.
But this lookup() filter doesn't seem to work on multiple sheets. The "Apply filter to..." feature isn't available in Tableau 8.
Any suggestion for using this to filter multiple worksheets? I've looked at solutions such as: Dashboard-global filter
but categorical filters are different to date range. Want to hear what your experience is. Tim Hill could you elaborate on your global parameter using lookup()?
Thanks a lot!