Quick filter tosses out the other rows.
You want to use a table calc to filter for December. I usually use LOOKUP for this.
Attached is a V8.2 example of using LOOKUP as a filter.
The trick with table calcs as filters is that they don't discard the underlying rows. They just display what fits the filter and "hide" the rest.
In the attached example you will see that excluding months does not change the running sum.
LOOKUP question.twbx 369.0 KB
You can do it thru "display filter"
Usually normal filter filters Data, but table calc filter only filter "Display"
But this filter is only effective for one table and cannot be shre with multiple worksheet.
Thanks, however, I am planning on using this data with months from multiple years as well as in a secondary data source joined to a primary data source. The date value will come from the primary data source. Is this type of solution possible?
First impression is not easy when it becomes complicated data structure,.
Need to see entire packaged workbook and final goal in that case.
I just gave that example as an example.
In your LOOKUP you can have the most complicated logic you can imagine. That example just crunched the month in there, but your LOOKUP can be like this:
LOOKUP( IF <insert all the conditions you want to nest> then 1 else 0 END), 0) ... and select for value = 1.
Date value from the primary data source is all you have to worry about. Doesn't matter if there are multiple secondary sources.
And yes, you can also have the data coming from multiple years. The key is just getting it to work inside the LOOKUP logic.
I agree with Shin. If you want a specific answer on how you will do that with your application, you're going to need to post a sample workbook here. You can anonymize your data if you are concerned about proprietary issues. Check out the video here: Anonymize your Tableau Package Data for Sharing