i have a field for date with date, month and year.In my visualization, I need date to be displayed in (MON-Year) format.
I switched to data view, created calculated column with
Mon-Year = FORMAT('table'[Date],"YYYY-MM")
Now it's getting displayed as (YEAR and Month number) but I want to change it as month name.
After changes in data view, when I close apply, the column is present but there is no data type visible.
Should I create different calculated fields for year and month separately and then concatenate it?
any help would be appreciated.
If you want month first, then maybe you should specify it that way.
Mon-Year = FORMAT('table'[Date],"MMM-YYYY")
This may be useful for you:
https://learn.microsoft.com/en-us/dax/custom-date-and-time-formats-for-the-format-function
Related
I'm trying to create some measures using DAX on an underlying data model which I would then use for creating some visuals (line chart, bar chart etc.). Each table in the data model has a data field (date&time) that contains repeated dates and times (more occurencies with the same date&time). To use the metrics in the visuals I need the measures to be grouped for date (only date, not for time).
To achieve the task I've created a calendar table (using CALENDAR in DAX) to set-up a set of dates (only dates) to which refer at for every table in the data model and created relations (dates that points to calendar date) for every table. I set the upper limit of the calendar table to be a year ahead of the max date in the dataset, because some measures need to be evaluated in the future.
In the visual pages, I put a slicer that points to the calendar table dates, but the date interval is too wide. I need the slicer to have a more narrow interval, let's say, only "for the present and the past" but I prefer not to add another calculated table.
In your opinion, is there a way to limit the slicer without changing its reference to the calendar table?
Thanks!
For the calendar you may just use CALENDARAUTO(). It will expand automatically as the data model expands.
For the slicer, just select it, open the filter pane and define a filter with the upper limit you want.
You can use combination of 3 different slicer for your purpose. This is just another option that you can have a look on. There will be 3 slicer for Year, Month & Date. So Date slicer is you final slicer, with 2 other slicer on top of it to generate necessary Dates in the slicer. This way, you are not making any static restriction to generate the Date list but giving the user full control on the Date range. Here below is a sample how the slicers can be look in practical.
User can select any year or multiple year, any month or multiple month. Finally the date slicer will hold Date values accordingly.
]Difference and percent Difference must be calculated.
I cannot do Apr20-MAy20 because it is not always the same. I need to show the current month and previous month
So I did a relative filter to just show the current month and previous month.
So the difference of two columns should automatically change when the month changes.
Now how do I get the same month of prior year, how do I filter ?
I also need to calculate the difference of current year same month and previous year same month.
Thank you in advance for any help!
When I do table across difference, the difference value is overwriting the existing May and Apr month values as the below screen shot, how to show the difference in another column
Currently:
Below is Expected:
Sounds like you should create a custom filter for the dates. You want:
This month this year
This month last year
Last month this year
There are a number of ways you could do this. I'll give one example and will assume there aren't any future dates in your data set.
[DateFilter]: DATETRUNC('month',[YourDateField])>=DATETRUNC('month',DATEADD('month',-1,TODAY())) OR DATETRUNC('month',[YourDateField])=DATETRUNC('month',DATEADD('year',-1,TODAY()))
Put the to the filters shelf, set to True, and it should keep the months you want.
Then you can just use the standard table calculations to calculate Difference and Percent Difference.
Note, the formula isn't tested, just typed directly into here, let me know if it doesn't work
Based on your comments look at creating separate calculations for to YoY / MoM / etc calculation. That also means creating calculated fields to isolate the Current Month, Previous Month, etc.
For example, the current month:
[isCM]: DATETRUNC('month',[YourDateField]) = DATETRUNC('month',TODAY())
The previous month:
[isPM]: DATETRUNC('month',[YourDateField]) = DATETRUNC('month',DATEADD('month',-1,TODAY()))
Then month on month, something like:
[MoM]: (SUM([Measure])*INT([isCM]))/(SUM([Measure])*INT([isPM]))
To make your table check this article about using the placeholder technique to create tables in Tableau
I have a table with a column called that contains text. Most of the values are years. However, some have the value "present" to represent groups that are still currently active. I want to convert those values to today's year, and convert the column type to date (specifically year type). I want to avoid creating a new column if possible.
Please see below for the DAX language that worked.
= Table.ReplaceValue(#"Extracted Year2",null,DateTime.LocalNow() ,Replacer.ReplaceValue,{"Disbanded"})
I've been looking into making a date selector so instead of filtering by Month, Week by adding filters then displaying the quick filters to correspond. I want to be able to dynamically change the date so I can choose between Quarter, Month and Week in a single drop down.
I have made the selector part no problem it shows but when I come to my calculated field, it's not behaving how I would like.
Here is my calculated field:
CASE [Parameters].[Date Select]
WHEN 'Quarter' THEN QUARTER([Date])
WHEN 'Month' THEN MONTH([Date])
WHEN 'Week' THEN WEEK([Date])
END
This gives 2 errors...
Unknown Function QUARTER called
Unknown Function WEEK called
I am puzzled because the month one is fine.
Normally in tableau to get the month/quarter/week, I click on the Date dimension and select Month or week and it filters and displays like so: MONTH(Date).
Can anyone tell me where I'm going wrong and how I can pull the week and quarter from date in the calculated field so my selector will work.
Thanks.
There are no QUARTER and WEEK functions in Tableau, as you can see in the image below.
What you should be using to get these values are:
DATEPART('quarter',[Date])
DATEPART('week',[Date])
For filtering the date using your parameter as filter, I'll assume that you want to filter the current quarter, month or week. In this case you'll need to setup your paramaters like this:
Then you'll create a Calculated Field with the following formula:
DATEPART([Date Selector],[Date]) = DATEPART([Date Selector],TODAY())
This should give you a True/False dimension which you will use as filter for the value True. After that you should have a working parameter filtering your data accordingly to the value set.
Basically I need to allow user input data in a Qq/yy or Qq/yyyy format (i.e. "Q4/2015" where "Q4" means last quarter or year 2015 - not Month 4).
I know I can take a DateTime value and format it with Format() but this is not what I need.
I need to provide user a form with an input control where he/she can type data in the above format and have this value stored in a database such a way that I can later perform reports and comparisons (like select all quarters from Q2/2015 to Q1/2016).
So I have two problems.
Input control.
Data type on my database.
If I simply take a text field in my table and set the input mask to Q0/0099 I will have problems with my queries since I will not be able to compare records with < and >.
If I take a numeric or date field, I don´t know how to properly set a working input mask to set the input the way I need.
Any hints, please?
You will need a DateTime value for later to make calculations and comparisons.
You can have two juxtaposed textboxes holding quarter and year, then use DateSerial:
Me!Date.Value = DateSerial(Nz(Me!Year.Value, Year(Date)), (Val(Right(Nz(Me!Quarter.Value, Format(Date, "q")), 1)) - 1) * 3 + 1, 1)
You can apply inputmasks as well, but many users dislike these.
To display the date as Q4/2015, set the Format property: \Qq\/yyyy
or use =Format(Me!Date, "\Qq\/yyyy") - or just the quarter or year part.