Pls see the attached workbook. I hope this is what you wanted.
Pls note in my data source I've only four years of data. So when you select the frequency=year then it'll return only four years data.
As per your requirement you wanted five years. You have to change it to 5 in the calculated field(Year).
Book Date.twbx 1.4 MB
Thank you for the quick response and sorry for my late response we were upgrading the server today and I could not test.
I was able to tweak the "day" see attached... and I like the results. Thank you!
I starting working on the "Year".... and I am having problems modifying the calculation.... I will explain the calculation a little better than I did before. Look at the Sheet 1. I added Ship Date and Order Date.
If I choose Frequency = "YEAR" and the "DATE" = 8/15/2010
I would look at the order date and ship date.....
- (If the "DATE" of 8/15/2010 or 8/15/2009 or 8/15/2008 or 8/15/2007 or 8/15/2006 is >= order date or "DATE" of 8/15/2010 or 8/15/2009 or 8/15/2008 or 8/15/2007 or 8/15/2006 <= ship date) then the Book date should be the "DATE"
- Otherwise NULL
and again, I won't be showing the NULLS....which I see has already been contemplated.....
NOTE: What I am trying to accomplish is a historical trend (recreating the past) from a date that is chosen.
Book Date V2.twbx 1.4 MB
Unable to open your file. I'm still on older version of tableau 9.2. I think you're using 9.3