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I would go for dynamic data reshaping with method #1 in The Cross Join Collection and thus have real data in crosstab cells.
If you are allowed to create tables in SQL Server, then the simplest is to first create a table with all months.
If you are not allowed to make date period tables in SQL Server, then you could cross join data with table-less lookup tables representing each month between first and last. It will probably be 1) one table for years with all years between min and max year cross joining 2) one table for months (1-12) cross joining 3) a sub-query for min date and max date so each resulting row gets a start of month and end of month date.
Date period split questions are almost asked on a daily basis as documented in FAQ: Open & Close Dates. I think this is because there is no good way to solve it in Tableau. Therefore I requested Date period dimension type with built-in row split a few days ago. Please consider up-voting mentioned idea if you like to have Date Period Splits as a built-in feature in a similar way as the new splits coming in Tableau 9: L.ive S.tream of 2014 - See Vertical Split from 1:10:59 to 1:12:04 | Tableau Conference 2014
I also have same problem. Our Data also comes from SFDC, but we are not able to use any custom sql as here no Sql Server is involved. Kindly let me know, do u have any idea about how can we achieve this in Tableau Desktop 8.3
Table T has rows with start date and end date columns
Customer Start date End Date
A 01-Jan-15 31-Jan-16
B 01-Feb-15 28-Feb-15
B 01-Mar-15 31-Mar-15
Now the we require to list the month names with year (i.e MMM-YY) format between the two dates i.e.Min of start date and Max of End Date.
In Tableau, I could create only the diff in terms of days, months, years as an integer between the two dates. But we would require is to have the set of Months lists so that we can put the same calculated field in Column shelf to create x-axis with the Months-Year set.
So in x-axis , the elements would be Jan-15, Feb-15, Mar-15,.....,Jan-16.
We use the Datename function to extrat the parts of the DATE Data Type, And which hold string data type,
mid( datename('Month', [Date]), 1,3) + " - " + mid( datename('year', [Date]), 3,4)
I am already familiar with your previous questions:
2015-03-26 Tableau - Monthwise Data Distribution
I see you haven't replied to solution provided in Re: how to get month names between two dates in tableau and believe your chance of getting a solution is much higher if you put your effort there.
Your latest attachment in Re: Tableau - Monthwise Data Distribution is a twb file, which doesn't have data. You need to save it as a twbx (packaged workbook), which has data. If data is sensitive, you need to mask it. Some techniques can be found from links in FAQ: Sensitive Data.
You might not know it, but those who already have participated in your previous questions are among the best to answer your question. I wonder who can if they can't!
1) Be careful not to hijack other users' threads. In this case it would have been more appropriate with links only so eventual answers are shared in your own thread(s).
2) Provide needed information. I say so, because I think it was vital in your second question to mention that you have a direct connection to SalesForce data and thus can't use custom SQL and also appropriate with a link to your first question. Looking at your 5 questions, I guess all of them are related to the same task.