If I understand you want to have a start date and then a period to review and the return values will begin on the start date
see the attached there are 2 examples - one between date and one 3 years from the start
I added 2 parameters and then base filters on the parameters
then the between date is simply
the 3 year is
place them on the viz set to true
you can make the filters what ever you want or use a parameter to set the number of years ahead
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testfund_v10.3.twbx 58.7 KB
Thanks very much for taking the time to look into this, really appreciated. However, this is not quite what I was looking for. Instead of adjusting the cumulative time series chart for a date range, I was looking to create discrete measure calculations for each date range to create a chart such as this:
At the moment I am performing the calculations in excel as per my attachment and then pulling them into Tableau, but I'd rather skip that step and do it all in Tableau using the return data.
Hope you can help.
sorry your post doesn't read that way
I would have told you
you are dealing with table calculations that are at the bottom of the order of operation which means that they are done after all the filters and all the other calculations (including LODS)
each table calculation needs a table - to look at different time periods as you suggest would require a series of sheets - one for each time period that you would then bring together on a dashboard
Each sheet has its own underlying table - you would hid most of the rows/columns in the viz but the underlying table would still be need to complete the viz
ok thanks Jim,
Surprised it's so difficult to replicate something that is so simple in excel. I'm assuming I have to hide the data I don't want to see on each sheet which causes issues when the data is updated. I think best to perform calculations in excel and link both data sources.