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6 Replies Latest reply on Dec 12, 2017 4:07 AM by Steve Y

Is there a way to filter a specific date and date range using a single filter?

Steve Y Dec 8, 2017 12:44 AM

Hi,

Is there a way to filter a specific date and date range using a single filter?

Sheet 1 shows profit ratio of a single month(latest month as default)

Sheet 2 shows sales from 1st date to "filter date".

If I select Sep 2016 in the filter, sheet 1 should show Sep 2016 profit ratio and sheet 2 should show Jan 2014 to Sep 2016 sales. However, I can only do it by setting 2 filters, is there a way to solve it with only 1 filter?

I cannot use date parameter for the case because parameter is not dynamic (newly input data will not be shown in the parameter).

Book1.twb 231.4 KB

1. Re: Is there a way to filter a specific date and date range using a single filter?

Norbert Maijoor Dec 8, 2017 2:30 AM (in response to Steve Y)

Hi Steve,

Things to always come in "Pairs"

a. Please attach workbook with data included in .tbwx format.

b. A parameter based on dates could be "filled to infinity" upfront based on a "scaffold' dataset. Please consider this option once again. Using parameter makes live much easier;).

Regards,
Norbert
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2. Re: Is there a way to filter a specific date and date range using a single filter?

Steve Y Dec 10, 2017 6:11 PM (in response to Norbert Maijoor)
Hi Norbert,

Attached is the twbx file.

How can I make a dynamic parameter based on "scaffold' dataset?

I tried to make a date parameter on tableau, then added one more row to the data (a new date) but the parameter didn't refresh until I edit the parameter again. Besides, using the parameter, I do not have the option the always filter the latest date when I open the workbook.

Best regards,
Steve

Book1.twbx 1.2 MB
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3. Re: Is there a way to filter a specific date and date range using a single filter?

Norbert Maijoor Dec 11, 2017 2:09 AM (in response to Steve Y)
Hi Steve,

Find my approach based on "Scaffolfing" the parameter with dates from 1-1-2014 to 31-12-2020 and Current Month selection as reference below and stored in attached workbook version 10.4 located in the original thread.

1. P1. Select Month: Fill Parameter based on Scaffold dataset with dates 1-1-2014 till 1-12-2020. Add entry "Current Month" and set it to current Value and rename Display As

2. D1. Date Conversion: if [P1.Select Month]='Current Month'then today() else date([P1.Select Month]) END

3. D2. Display Current Month: datediff('month',[Order Date],[D1. Date Conversion])=0

4. D3. Display YTD: datediff('year',[Order Date],[D1. Date Conversion])=0 and month([Order Date])<=month([D1. Date Conversion])

5. Drag required objects at indicated locations and Filter D2. Display Current Month on True and Rename Sheet to 'Current Month"

6. Drag required objects at indicated locations and Filter D3. Display YTD on True and Rename Sheet to 'YTD"

7. Drag Sheet YTD & Current Month on Dashboard and show parameter control

Regards,
Norbert

Current Month_nalmai_10.4.twbx 1.2 MB
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4. Re: Is there a way to filter a specific date and date range using a single filter?

Steve Y Dec 11, 2017 5:54 PM (in response to Norbert Maijoor)

Hi Norbert,

Thanks for the effort you have put into my question. However, I need the show only relevant values in the parameter(i.e no 2019 & 2018). That means I will have 2018 parameter once I have 2018 data but not before I get 2018 data.

Best regards,
Steve
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5. Re: Is there a way to filter a specific date and date range using a single filter?

Norbert Maijoor Dec 12, 2017 1:16 AM (in response to Steve Y)
Hi Steve,

Find my "alternative" approach below and stored in attached workbook version 10.3

Regards,
Norbert

Current Month_nalmai_updated_10.4.twbx 1.2 MB
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6. Re: Is there a way to filter a specific date and date range using a single filter?

Steve Y Dec 12, 2017 4:07 AM (in response to Norbert Maijoor)

Hi Norbert,

Thanks for providing the alternative. However, the requirement is that I can use only 1 filter to apply to both single date and date range. If I can use the selected single date in filter and get the value in the calculated field, I may use it the find a date range. However, LOD and table calculation cannot be applied together.

Best regards,
Steve
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