Can you share some data - dummied up if required? It can be done, but a data source will be helpful
Do you want same month, prior year, or last month of the year? The info in the tbwx indicates the latter
Last month of the year will work - I can pick it apart and figure out how to achieve the other two, I think!
Which do you need, because there will be different approaches?
I need Month End December, Previous Year.
That did it. So the solution here is:
1) Create a parameter with the relevant dates - we'll call it prm_TheDate
2) Create a calculated field (we'll call it clc_Actual_Calc) that compares the month of [METRIC_DATE] to the month of [prm_TheDate]. If they are the same, return the [ACTUAL] field.
3) Create another calculated field, called "clc_ACTUAL2012EOY" that compared the year of [METRIC_DATE] to the year of [prm_TheDate]. If they are the same, return [ACTUAL].
4) Toss them onto a bullet chart: SUM([clc_Actual_Calc]) on columns, [METRIC_NAME] on rows, SUM([clc_ACTUAL2012EOY] to details and add the reference line.
That's a lot simpler than what I did prior to your post, which was to make a calculated field called "clc_2012YE" with the following:
FROM [TableauFormatted$] AS [TheExcel]
WHERE [Metric Name] = %1
AND [Date] = #12/31/2012#
[Metric Name], [Date]
Thank you for all of your help!