6 Replies Latest reply on Aug 30, 2018 9:45 AM by Jordan Cobe

    Scorecard - Previous Month Data Only

    Jordan Cobe

      Hello,

       

      I am new to Tableau and have run into an issue. I have been following the instructions listed here: https://www.doingdata.org/blog/how-to-create-a-kpi-scorecard-in-tableau

       

      I thought I got everything where I wanted it, until I realized that it is pulling the MTD/YTD, not actual monthly values. What I need to happen is for the previous months data to be displayed each month. We update the datasource each month. So, for August we should only see July's data. I think the workbook is actually working as intended, but I do not know how to make it work for my needs.

       

      Can anyone help me? I have spent a really really long time trying to figure this out. I am using Tableau Desktop 10.4.