Filter on calculated field: Count but not value?

tableaucommunity@tableau.com — Mon, 11 Mar 2013 19:27:57 GMT

Goal: Show plan vs. actual revenue on a dual access chart.

I thought this would be pretty easy. Table 1 is the GL Budget: It contains plan dollar amounts by year, month and account (equipment, food, service). That generates a nice stacked bar when plotted against the Year and Month. Table 2 is the Invoice Detail: It contains low level transaction data from which the revenue can be calculated. Taken separately the graph up very nicely.

The problem come when I attempt to add the calculated field InvoiceYear (integer, year(InvoiceDate) to the filter card. I get a message that, instead of asking if I want to select a value, advises that I should use it to count. I'm stumped.

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Filter on calculated field: Count but not value?