Is that a calculated field? I got what I needed with Datename('month',[EFTV_DTTM]). But, it doesn't sort it correctly!!! ...new thing to research. lol ***EDIT Just did a custom sort on efftive date. Voila. Thanks!
You should be able to right click on your date field and create a custom data at the level that you want. This takes away the drill down functionality and creates a new date field.
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I found this at the Knowledge Base: http://kb.tableausoftware.com/articles/howto/disabling-drill-down-of-date-fields
It is a little bit tricky but it works.
To disable the drill down of date fields, you must create a calculated field and then replace the existing date field in the view with the calculated field. Refer to the attached packaged workbook to see an example.
1. Select Analysis > Create Calculated Field.
2. In the Formula text box, type the formula below, and then click OK.
3. Drag the calculated field from the Measures pane to the Dimensions pane.
4. Replace the date field in the view with the calculated field you created in step 2.