Custom Date Filter for Aggregated and Non-Aggregated Measures in Tableau
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Creating custom date filters in Tableau takes some creativity and ingenuity. They can be especially tricky when they are used to control both aggregated and non-aggregated measures. Tableau is particular about how aggregated formulas are written.
If you want to create a custom date filter in Tableau that controls both aggregated and non-aggregated measures but you're struggling to write the formulas without errors, check out this video for some helpful tips!
Resources:
•Blog Post (with copy/paste formulas): https://onenumber.biz/blog-1/2024/8/2...
•Walk Along Tableau Workbook: https://public.tableau.com/app/profil...
•Complete Tableau Workbook: https://public.tableau.com/app/profil...
•Layout Containers: https://onenumber.biz/blog-1/2023/9/6...
•Business Dashboard Formatting: https://onenumber.biz/blog-1/2024/2/2...
•Dynamic Parameters in Tableau: https://onenumber.biz/blog-1/2020/3/1...
•Calculate and Filter to MAX Date in Dataset: https://onenumber.biz/blog-1/2023/1/2...
•Fiscal Year to Date vs. Prior Fiscal Year to Date: https://onenumber.biz/blog-1/2022/10/...
•Fiscal Quarter to Date vs. Prior Fiscal Quarter to Date: https://onenumber.biz/blog-1/2023/3/2...
•Aggregated vs. Non-Aggregated Tableau Calculation Errors: • Fixing Tableau Calculation Aggregatio...
Other Date Filtering Videos:
•Dynamic Date Filter in Tableau: https://onenumber.biz/blog-1/2024/2/2...
•Dynamic Start and End Date Filter in Tableau: https://onenumber.biz/blog-1/2024/7/2...
•Custom Date Filter in Tableau: https://onenumber.biz/blog-1/2022/1/2...
•Build Selected vs. Comparison Date Period Filter in Tableau: https://onenumber.biz/blog-1/2022/3/2...
Connect with us:
•Upcoming Tableau Classes: https://onenumber.biz/onenumber-table...
•Book an Office Hour with Eric: https://www.eventbrite.com/e/tableau-...
•Subscribe to the OneNumber Newsletter: https://onenumber.biz/newsletter
•Follow Eric on LinkedIn: / eric-parker-37513249
Chapters:
0:00 Background and Demo of Final Workbook
1:25 Building Initial Parameters, Calculations and Sheets
14:20 Dealing with Aggregated and Non-Aggregated Fields
21:00 Custom Number Formatting
