How to Filter Multiple Date Fields at Once in Tableau

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Description:
Does your data set have multiple date fields? For instance, maybe you have both an "Order Date" and a "Delivery Date". Or maybe you have both a "Hire Date" and a "Termination Date".
Sometimes, you need to filter on both date fields at once to answer questions like, "How many people were hired and how many people were terminated in the Marketing Department this year?"
The challenge is, if you filter a worksheet on Year of Hire Date = 2023, you can't see information about people who were hired in 2022 and earlier but terminated in 2023. If you filter the worksheet on Year of Termination Date = 2023, you can see all the details for who was terminated in 2023, but you wont see info for people that were hired and not terminated in 2023.
In this tutorial, we’re going to build a parameter to adjust two date-based filters simultaneously!
All we need to do to make this work is to:
•Set up a parameter that contains our date range options
•Display the parameter
•Create calculated fields that return values when the parameter criteria is TRUE
•Place these calculated fields in the view!
For a full walkthrough, check out this week’s video!
Want to supercharge your Tableau learning? Join us for one of our upcoming Tableau training sessions! You can see our summer lineup here: www.eventbrite.com/o/onenumbe...
Resources:
•Example Tableau Workbook: public.tableau.com/views/Filt...
•How to Build a Custom Date Filter for a Tableau Dashboard: onenumber.biz/blog-1/2022/1/2...
•Build a Selected vs. Comparison Date Period Filter in Tableau: onenumber.biz/blog-1/2022/3/2...
Chapters:
0:00 Intro to Example
3:28 Building Solution

Опубликовано:

17 июл 2024

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Комментарии : 29

@onenumbertableau Год назад

Need help building your own parameter date filters? Schedule an hour with Ollie! www.eventbrite.com/e/tableau-office-hours-with-ollie-linley-eastern-time-tickets-439769641837 Ready to master Tableau? Check out our lineup of upcoming classes! www.eventbrite.com/o/onenumber-15678294163

@pnarsar4705 Год назад

Awesome sharing thank you 😊

@onenumbertableau Год назад

You are most welcome!

@romanvasiura6705 11 месяцев назад

Thank you!

@onenumbertableau 11 месяцев назад

You're welcome!

@srikanth2623 21 день назад

Thanks for the video. Can you explain the same with Year-Month (latest 2 years = 24 months) in the place of Job Class Description ? Is that possible?

@onenumbertableau 19 дней назад

Hey - I think you can, but you would need to adjust your filter accordingly. This simple parameter probably wouldn't work there. You'd need something more like this: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-PM0O3uVJ-Bw.html

@Eri.p Год назад

Hi Ollie, thank you for the awesome explanation, you make it easy to digest. I do have a question, what about if instead of using the parameter to display a singular year, we want it to display a range of years i.e. 2018-2023?

@onenumbertableau Год назад

Hi Erika, you'd probably want to handle that with 2 parameters. One for [Start Year] and another for [End Year]. Then you would hook up something like this: IF YEAR([Date Field]) >= [Start Year Parameter] AND YEAR([Date Field])

@Eri.p Год назад

@@onenumbertableau Awesome!! yes, that is what I thought!!! thank you for your reply and for all the shared knowledge!🙏

@onenumbertableau Год назад

@@Eri.p You're welcome!

@GuidesandDocumentation 4 месяца назад

Hi Ollie! I have a similar question to this one - I'd like to show a range of dates but not have it combine the value i.e.2018 - value, 2019 -value, 2020 - value etc. When I do the start and end parameter, it combines the values in that range. Is there a way to then breakout the values by years in that range?@@onenumbertableau

@onenumbertableau 4 месяца назад

@andDocumentation It's going to depend on the data source, fields and complexity, but it sounds like you need to create a "Master Date" column. For example, you might write something like this: IF [Table Names] = "Headcount" THEN [Hire Date] ELSEIF [Tableau Names] = "Terminations" THEN [Termination Date] END You can dig into the IFNULL function more here: onenumber.biz/blog-1/2021/9/5/how-to-deal-with-nulls-in-tableau-ifnull-isnull-zn

@dhitukli 4 месяца назад

This was a great video! How can I show hires and terminations over the last 12 months when both hires and terms have separate date fields like above and no scope of pivoting or scaffolding?

@onenumbertableau 4 месяца назад

Hi, thank you! We recommend checking out the way we build the data model in this video. That should allow you to do what you're looking for! onenumber.biz/blog-1/2023/7/12/how-to-calculate-running-headcount-in-tableau-with-start-and-end-date-fields

@jesusvilla2229 5 месяцев назад

Great video Ollie! Just wondering how we can do this with a month and year parameter as opposed to just year?

@onenumbertableau 5 месяцев назад

Yes! You should be able to set that up. Do you want to filter to a single month at a time or a range of months?

@jesusvilla2229 5 месяцев назад

Would like to filter to multiple months at a time. I figured out how to set it up but it only gives me the option to select one month/year.

@onenumbertableau 5 месяцев назад

@@jesusvilla2229 It would take some creativity with parameters and calculations but it's possible. I built a simple example here you can check out and download: public.tableau.com/app/profile/eric.parker/viz/FilterMultipleDateFieldsatOnce_ByMonth/FilterMultipleDateFieldsbyMonth

@madhulikasuman2803 9 месяцев назад

Hi , i am looking to add the multiple year parameters , how can we do it?

@onenumbertableau 9 месяцев назад

Hi! Are you saying you would like your users to be able to select multiple years? It might be best to have two parameters like "Start Year" and "End Year" or "Start Date" and "End Date" and then reconfigure the calculations so the values fall inside those ranges rather than just where YEAR([Date Field]) = [Year Parameter].

@user-mj4zj1ux5c 6 месяцев назад

Hi Ollie, how can filter dates with year and month?

@onenumbertableau 4 месяца назад

Here's a basic workbook showing how to do that: public.tableau.com/app/profile/eric.parker/viz/FilterMultipleDateFieldsatOnce_ByMonth/FilterMultipleDateFieldsbyMonth

@researchdevelopmentdepartm8732 5 месяцев назад

Can I use that parameters to "apply to worksheets"? What if I need a date filter as a single filter on the worksheet of actual % of gender and age. How to do that?

@onenumbertableau 5 месяцев назад

Hi! You cannot apply a parameter to multiple worksheets. However, if it's used in a calculation to drive a filter, you can apply it to multiple worksheets. As long as you're only filtering on a single date field, this might be a helpful way to see how: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-l2EYtIXhm9M.html&ab_channel=OneNumber-TableauExperts

@moxie1189 Год назад

Drop your parameter into the sheet title to make the year dynamic

@onenumbertableau Год назад

Heck ya, that's a great addition. Thanks for sharing!

@LancarjayaLaughtale 7 месяцев назад

how to show from different source? or how to show table like this Hire Termination 2020 2021 2022 2023

@onenumbertableau 7 месяцев назад

Hi, can you add more detail about what you are looking to accomplish? The "Table" diagram you showed makes me think you might need to union some tables together to accomplish your stated goal. Check out this video and skip to around 13:30 to see what I mean: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-DH9HtSykVks.html&ab_channel=OneNumber-TableauExperts