If I understand correctly, there are 2 filters:
1. Quarter filter
2. Date filter (for example days)
Then when you select one quarter in the first filter, you only want days within that quarter to be shown in the second one.
If my interpretation is right, the option 'Only relevant values' is what you're looking for. Screenshots below.
Hope this answers your question
Unfortunately that technique isnt working. For your better understanding: I am trying to compare Forecast vs Actual data. My forecast data comes from excel sheets and my Actual comes from oracle db. I have used a Custom SQL to get the data from both the tables. My query is:
select 'Q' || G.QUARTER_NUM || 'FY' || G.PERIOD_YEAR AS FY_QUARTER, f.*
from Weekly_v f, gl_periods g
where PERIOD_SET_NAME = 'Accounting' and ENTERED_PERIOD_NAME != 'ADJ' and Quarter BETWEEN
START_DATE and END_DATE
select 'Q' || G.QUARTER_NUM || 'FY' || G.PERIOD_YEAR AS FY_QUARTER, NULL as
AS_OF_DATE,SOLD_TO_CUSTOMER, NULL, PART_NUMBER, ITEM_FAMILY, NULL, NULL, TO_DATE
(QUARTER_START_DATE,'DD-MON-RRRR'), SHIPPING_QUANTITY/1000 AS SHIP_QTY , NULL, LINE_AMOUNT/1000
from Billings_V b, gl_periods g
where PERIOD_SET_NAME = 'Accounting' and ENTERED_PERIOD_NAME != 'ADJ' and Invoice_date BETWEEN
START_DATE and END_DATE
the first part(before Union All) is the forecast data and the one below that is the Billings data(Actual).
Weekly_v: - Forecast
gl_periods: - GL Periods
Billings_V: - Actuals
When I pull in the data in Tableau. I have a filter called AS_OF_DATE and FY_QUARTER. To get back to my previous question. When the user selects the Quarter(eg:Q1FY14) I would like to display the dates(eg:4/3/2015, 4/17/2015,5/6/2015, etc..) that forecast only for data Q1FY14.
I hope you got my question.
I'm not completely sure I understand the situation, screenshots or a demo workbook would help.
But I'll give it a try.
So there's more than one data connection, coming from different sources. You use a custom SQL UNION statement to get all the data into one connection. I see three problems here:
1. The 2 different data sources have different date granularity: forecast has a line per quarter, the actuals are per day
2. Because you union the 2 sources, the data for forecast and actuals are not in the same rows.
3. the date field you use as a filter is not used for both input sources
Date forecast value forecast Date actual value actual 01/01/2015 100 01/04/2015 110 01/07/2015 120 01/10/2015 130 01/01/2016 140 01/01/2015 2 02/01/2015 3 03/01/2015 4 04/01/2015 5 05/01/2015 6 06/01/2015 7 07/01/2015 8
Does the above look like your data structure? If so, you can't focus on the actuals date, because you'd be filtering out all forecast data and vice versa. In that case, I see two options:
1. Use a blend instead of a union. This is easier to set up, refreshes more quickly and provides certain flexibility
2. Use a parameter to filter from. The selected value filters both date fields through a calculated field with an OR statement, something like:
DATEPART('quarter',[Date forecast]) = Parameter
DATEPART('quarter',[Date actual]) = Parameter
Then you can use this field as a filter.
If this doesn't help, please provide a sample workbook