You need to upload a packaged workbook -- which has a twbX extension rather than just a twb extension.
Do FILE --> "Export Packaged Workbook"
But you can put a check in your calc to exclude the current month. Without your workbook I can't give you exact syntax, but it would look something like this:
IF MONTH( today() ) <> MONTH([your date field]) then [measure you are displaying] END
Use that calc instead of your actual measure. Current month (for all years) will be null.
(You might have to filter out for null on your sheet.)
If you can apply that concept as I described it, then no need to redo your workbook to upload here. But if you need more help, upload a TWBX.
Perhaps another way to write what Joe has beautifully detailed above might be:
Just drop this into filters and choose to display only TRUE values.
Your calendar will exclude the current month for all years. For example, I displayed JAN-DEC, and it leapt over OCT (leaving only 11 months). This might be confusing for viewers.
But by selecting Show Missing Values on my date field, I returned to my 12-month year. This also left an awkward blank gap: I'm not sure if this will be an issue for you.
The difference between what Joe has written and this is pretty slight, I think. But one benefit a boolean has is if you have multiple charts with different measures requiring the same fix. Suppose you have one chart of Sales and another of Profit: you can drop your single Display Flag calc into both without needing to write a calculation for each measure.
You can change the Fiscal Year using this method: Tax Dates - Tableau
For a specific field in your data, you can try right clicking on the field like so:
Then drag the fields you desire on the columns and rows (eg. MONTH(Order Date) and SUM(Sales)), and YEAR(Order Date) onto the color pane.
To filter out FYTD:
MONTH([Order Date]) + IF MONTH([Order Date])>=11 THEN -10 ELSE 2 END < MONTH(TODAY()) + IF MONTH(TODAY())>=11 THEN -10 ELSE 2 END
You can use logic from Jim to always show all months if you want:
IF [FYTD] THEN [Sales] END
and Hide Nulls Indicator.
Hope this helps!
Thanks Bryce! Your approach is EXACTLY what I after. Really appreciate all your help
Excellent! Glad the Community was able to help.