In the video below, I go over how to implement a dynamic date axis in Power BI, giving the user the ability to show daily, monthly and yearly views of their data. This is especially useful for trends and timelines for seeing how your data...
On a recent client project, my colleague Emily Miley and I found a practical use case for dynamic zones that I’ll be using often. If you’re unfamiliar with the dynamic zones feature, we’ve got you covered! Check out this blog post first and then come...
Question: I have a need to determine my Current Opportunity amount and the change from whatever date was listed prior. It could be the previous week or several weeks ago. Any tips for figuring this out? The second requirement is that I need to aggregate...
This question comes from my student Christie. She wanted a quick way to create a date slider that started after a certain point in her data. The issue is, if you set your Range of dates or Starting Date filter to begin at a certain...
The idea behind this blog post is to document a novel approach I have come up with to allow for date selection in a report that defaults to the most recent time frame. There are multiple ways this sort of problem can be solved. My...
Welcome to the first edition of "Advancing with Assist." This week’s question came from a newer user to Tableau who asked: “I only need values before the first day of the current month. Is there an easier way than excluding the month manually each time my...
This is a question that came up in a class I taught to a commercial airline who were looking at their web analytics data, I also taught it in a colleague’s class dealing with car parking at airports: “How can I compare a metric against the same...
In the final installment of this series on time-based comparisons, we are diving into comparing a single day’s performance against the historical performance for that particular weekday. To clarify the purpose of this post, suppose that the most recent day you have recorded is a Wednesday....
Ah, the month-on-month comparison. I’m not going to bore you with a sermon on the ins and outs of monthly comparisons, but I do want to explain what this particular variation accomplishes. In my previous post on comparing an incomplete week to the same days of...
For the past few months, I’ve been working with a client for whom tracking performance is a matter of life and death. Okay, maybe it’s not that dramatic … but they care a lot about player engagement and revenue streams for the video games they...
In our final article in the Deep Dive on Dates, we’ll explore how to take a start date for different products and normalize it to a wee- by-week comparison from week one forward. This article was inspired by one of my Desktop I: Fundamentals students from...
For this article in our Deep Dive on Dates, we’re going to build a filter in the form of a calendar. Our user can select an entire month or a series of days to create a subset of data on the dashboard. Here’s a preview...
Let’s continue our exploration of dates in our Deep Dive. In Part 6, we’re going to focus on how we can create rolling dates. A rolling date is taking a specific date, such as order date, and then adding a certain amount of days, months or...
Let’s continue on with our Deep Dive into Dates. This article, we’ll explore custom dates. The name admittedly is a bit of a misnomer and only really make sense if you understand date parts and date values. Make sure to catch up on this series...
We’re continuing our Deep Dive into Dates with an examination of the Exact Date value. Remember to catch up on the previous three articles where I introduced dates (discrete vs. continuous) and some key date functions. Let’s get started! Exactly What is Exact Date? In our first...
We’re continuing our Deep Dive into Dates with further exploration into date specific functions. In this article, we’ll cover DATEADD, DATEDIFF and DATETRUNC. My goal is not only to show you how to use them but to give you some real world examples of when they’d be...
In the first article on the Deep Dive on Dates, I introduced some of the basic concepts of dates. Specifically, we covered discrete vs. continuous dates, dart parts vs. date values and some basic date functions (DATEPART, YEAR, MONTH and DAY). In this article, we’ll...
Dates are one of the most confusing topics that come out of Tableau training. What is the difference between a continuous date and a discrete date? What is the difference between those and normal continuous and discrete fields? Why isn’t my date field showing up...
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