I don't know of any way to get that format and still have Tableau recognize it as a date. You could create a calculated field that created a string and use it as a label or header (see attached workbook).
And welcome to the forums!
DateFormat.twbx.zip 1.1 MB
Thanks, I like your approach. Still wondering if there's a way to have axis labels as something like "Fall2013", but your solution is close to what I'd like.
See the "discrete" sheet in the attached. I took Joshua's "Date Label" formula and used that on the Columns shelf, with a sort of Order Date/Min/Ascending. The default Mark Type for this is a bar chart, the next step was to turn that back into a line chart.
DateFormat jtd edit.twbx.zip 1.1 MB
The date formatting is something that is Windows-limited. Here's a link indicating the custom date/time formats available in Windows - http://msdn.microsoft.com/en-us/library/8kb3ddd4%28v=vs.71%29.aspx.
If you need to add something else than what Windows provides the ability to do with date formats, then you would need to treat the field as a non-date as Joshua has done.
Hope this helps,
I tried to use your approach, but my formula for 'Date Label' has moved from Dimensions to Measures, and I cannot convert it to Dimension.
Basically, I need to display 'July MTD' if July is the latest month, otherwise it should display Month and Year like in June 2017.
if attr([Order Date]) = MAX([Order Date]) then str(datepart('month', attr([Order Date]))) + " MTD"
else str(datepart('month', attr([Order Date]))) + " " + str(datepart('year', attr([Order Date])))