How to create a Custom dates in Tableau?

January 19, 2019

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In this blog, I will take through how to create custom dates for yearly, monthly, quarterly, Weekly, Daily, Last month, Last week Yesterday.

Step 1 – Create Parameters for Date Range:

Create a parameter with a data type of string and create list for the above dates. Once these are created, right-click on each one and choose “Show Parameter Control”.

Step 2 – Create Calculated field:

Create a calculated field that uses Datename() function. The Datename() function returns a part of the given date as a string part and let us name that calculated field as Date.

To compute “last month”,” Yesterday”& “Last week” .First of all, we need to find the latest date . This can be achieved by the following calculation:

Now we can use date diff of month for the max-date and order date to find the difference between the two dates.If it returns a value of 0 then return the latest month date.

Similarly, we can create calculated fields for Yesterday , Last week as above calculation by replacing “week” and “days” in the datediff function

How to create a Custom dates in Tableau?

In this blog, I will take through how to create custom dates for yearly, monthly, quarterly, Weekly, Daily, Last month, Last week Yesterday.

Step 1 – Create Parameters for Date Range:

Create a parameter with a data type of string and create list for the above dates. Once these are created, right-click on each one and choose “Show Parameter Control”.

Step 2 – Create Calculated field:

Create a calculated field that uses Datename() function. The Datename() function returns a part of the given date as a string part and let us name that calculated field as Date.

To compute “last month”,” Yesterday”& “Last week” .First of all, we need to find the latest date . This can be achieved by the following calculation:

Now we can use date diff of month for the max-date and order date to find the difference between the two dates.If it returns a value of 0 then return the latest month date.

Similarly, we can create calculated fields for Yesterday , Last week as above calculation by replacing “week” and “days” in the datediff function

Step 2 – Create view:

Drag the Date and Segment field from dimension and place Date in columns and Segment in rows and sales in rows.

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