In any time series chart, it looks like Tableau defaults to the first day of the month on the tick marks.
Is there a way for Tableau to show the last day of the month instead?
You can sort of force it by going into "Edit Axis", starting it on a month end, and 1 as the monthly interval. However, this is not a dynamic process and would require that I update this every time I had new data.
Anyone have any ideas? Thank you!
If in your data series you want each data point to represent the whole month, and you just want to label it with the last date of that month, then this workaround might work:
use calculated field to coerce all dates in the month to the last date of that month: DATEADD('day',-1,DATEADD('month',1,DATETRUNC('month',[Order Date])))
use this field as date in your time series
use 'More -> Custom -> Month / Day /Year' as display option for this field
Related
So I have a sales KPI's page in power bi with 2 full years of data and the current year which is updated monthly / daily, So in order to display data up to the current month we have data for and compare them with prior years I currently have to select all the months individually so for this month I have to make 11 clicks on a month slicer to not be comparing a skewed amount of data with the prior full years..
so my question would be, is there a way to make a slicer or button for an entire page to click just once and show data for only up to the completed dates of data in the current year, just to help efficiency for the end user. I don't want a measure to add to every single visual, just a button or slicer on the page to turn off and on.
I want to stay away from relative date filters that do not update automatically, I don't want to have to go in every month and change it on my end, I want the end user to just push an action button.
Thank you!
You have two options that will fit your use case.
Use the relative date filter, that will show the data for the current year
In this example the relative date filter is set for this year, and will only show the date in that range. The dataset does contain values from 2019 to 2021, but only shows 2021.
The second option is to create a calendar table with items such as 'Current Month', 'Current Year', 'Current Day' etc to drive that filtering if the relative date filter doesn't fit your use case. This example works out the current year
You can set the page filter to filter on items in the current date range, every time the dataset refreshes, it will update the range to take into account the current day, year, month or what ever you define
]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 data set spanning 2 years and is updated daily, created a dashboard to give a view of incidents by date group. I have created a parameter using date trunc for Day/Week/Month/Quarter/Year. This is in Tableau.
I am trying to get the parameter to show a Week to date, Month to date and so on view. IE if on Weds 15th Dec I selected the weekly view, it would only show data for every week in the data set for Sat-Weds (My weeks go Sat-Fri) or the monthly view every month between 1st-15th
Ideally I am wanting this as a simple parameter for a drop down menu, I can do the week to date stuff as a rolling sum restarting every week in a separate table, but for ease I just need a date group function that will allow to do this.
Any suggestions would be appreciated.
Cheers
Pete
The solution is 5 parts:
Date Part Parameter
Max date [Max Date]
Dynamic date part of the Max date [Dynamic Date Part Max]
Dynamic date part of the historical dates [Dynamic Date Part]
Filter those date parts <= the Max date [Dynamic Date - Lass than Max]
Date Part Parameter
Max Date
This is the calculation you'd use with your dataset to find the max date.
{ MAX([Order Date]) }
In order to create a good example, I'm going to set my Max date to a specific date the falls in the middle of a week, in the middle of a month and middle of the year. I'm going use June 13th, 2018 as my Max Date.
So, if you want to follow along you can use the below date as your max date. You can also use this data set if you'd like.
DATE(#2018-06-13#)
Dynamic date part of the Max date
DATEPART([Select Date Part], [Max Date])
Dynamic date part of the Historical dates
DATEPART([Select Date Part], [Order Date])
Filter on Historical dates parts <= the Max Date
[Dynamic Date Part] <= [Dynamic Date Part Max]
Now that we have all the pieces we need let's check to make sure they are working as we would expect.
Looks like we're seeing all the days of the month that are <= the 13th.
When we change it to Day of the Week we see only the days of the week <= the 4th day of the week which is Wednesday when the week starts on Saturday.
Now let's calculate the running sum of sales along our dynamic date part to better help you with your example.
Drag the measure you want to calculate the running sum onto the label, then create a quick table calculation. We'll next need to edit this table calculation as so.
You'll then see your calculation working as you would expect.
Hope this was helpful. Happy vizzing!
I have a SSRS report that has typical Start Date / End Date parameters that will filter out Sales Order information based on the OrderDate field. With this report, I have a subreport. This subrebort is basically nothing more than an aggregation of the same info, by month. This aggregate information should be from the first day of the month, one year prior, through the last day of the End Date's parameters month. This does not take the main subreports Start Date parameter into consideration at all.
This is where it gets a little tricky. For example, lets say I made the start date / end date parameters on my main report:
10/15/2016 - 11/15/2016
(just remember, for this purpose, the start date is irrelevant)
I would want the subreport to show the sales totals, per month, for the ENTIRE month of December 2015 through the ENTIRE month of November 2016, even though my end date was 11/15/2016.
If I were to put in those same dates for my parameters in the report right now, for the aggregation of December 2015, I would only get sales from the 15th through the 31st. Currently I have my subreport to filter on the OrderDate by:
Fields!OrderDate.Value>= DateAdd(DateInterval.Month, -12,Parameters!EndDate.Value)
I know that this filter is not currently set up to have an end date for the parameter, just a greater than argument, which is wrong since I want the 12 month history to stop at the last day of the month for the month of my End Date parameter, but I don't know how to make that happen either.
I hope I have explained this well. Any help on this would be greatly appreciated.
You can set a filter to get only dates between a specific range in your subreport dataset, tablix and some visualizations:
In DataSet properties or Tablix Properties in the Filter tab use these settings:
In the Value textboxes you should use the expressions to calculate your date range.
StartDate
=DateSerial(Parameters!EndDate.Value.Year-1,Parameters!EndDate.Value.Month,1).AddMonths(1)
EndDate
=DateSerial(
Parameters!EndDate.Value.Year,Parameters!EndDate.Value.Month,1).AddMonths(1).AddDays(-1)
It should filter your data from 12/01/2015 to 11/30/2016 if your EndDate parameter is set to 11/15/2016
Let me know if this helps.
Does anyone know if it is possible to have a calculated field that would query YTD and dynamically set the anchor for the last day of the previous month?
My data is coming from Google Analytics, so this is just a very standard Date YTD field.
Image example: http://screencast.com/t/oRiYnr6ZDHK
Changing this anchor each month in dozens of places is very tedious.
My thanks in advance if anyone can help.
date(dateadd('day',-1,datetrunc('month',now())))
starting from the inside out:
-datetrunc('month',now()) - truncates the current datetime at the month level.
-dateadd('day',-1,... - subtract 1 day to get the last day of the previous month.
-date(... - convert final datetime to just a date.