This seems relatively straightforward. Can you be more specific as to the problem you are encountering? Along with that, if you attach a sample packaged workbook (TWBX), you will be much more likely to find someone willing to help you find a solution.
See also: Getting the Most From the Tableau Forums
Can you explain more about your requirement and if possible share sample data also to solve asap
Thank you for the example. That helps, but was only one of the questions. To repeat: Can you be more specific as to the problem you are encountering? What do you want it to look like, and what are your obstacles?
My goal is to be able to assign the monthly breakdown to each month and create a monthly trend chart and blend to another datasource which is monthly data. I have a manually defined Start Date and and manually defined End Date. I basically want it to be able to apply to each month:
Data is at total level
Total Sales = $120,000
Manually defined Start Date = 1/1/2015
Manually defined End Date = 12/31/2015
Sales per Month: 120000/12 = 10000
1/1/15 - $10,000
2/1/15 - $10,000
3/1/15 - $10,000
12/31/15 - $10,000
Your example does little to help explain your goal and your problem. The sample data set is not related to your calculations in any way, in fact the data set does not even have a date field at all, yet your problem centers around dates. I'm trying to help you, but you don't seem to be trying very hard from your side.
Lacking more to base my answer, I am just guessing here, but in order to create a row for each month, you will need a "scaffold" - a data set that contains the values you want to include in your output. In this case, it needs a record for the first day of each month. I created that, pasted it in and created sheet 2.
I hope that helps. If you want further assistance, please post something more like your real problem, with much more detail.
Date Sample.twbx 330.0 KB
Method #1 in The Cross Join Collection might work for you.
A long list of examples are provided beneath it such as:
2015-03-26 Re: Tableau - Monthwise Data Distribution
2015-02-03 Re: Divide a value between months
Your question is added to FAQ: Open & Close Dates.
You might find other solutions that work for you in mentioned question collection.
This collection is huge, because 1) it is often needed and 2) not easy to do in Tableau.
Hopefully Tableau makes it easier to work with date periods in a future release.
I like best sample data that includes all data needed, but no more than that. The fewer rows and columns it has, the better. I wish Tableau made a video about this as suggested in Add video about making simple sample dummy data for questions
Since you use more than one data source, it is important that a sample of each table is shared, preferable in a packaged workbook, but attaching them as Excel or text files is also helpful.
Other helpful info is
1) version of Tableau used and
2) data system Tableau workbook is connected to (Excel, MS SQL, Salesforce, Extract, etc)