Advance with Assist shares quick solutions to common challenges encountered by the InterWorks Assist on-demand team.
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 data is updated?”
The InterWorks Assist team hopped on a screen-share with the client and saw that using a Date Calculation would be the best route forward for what they needed to do. The client had never used the function DATETRUNC before.
Using the function with the date part of month allows them to quickly find the first date of any given row of data and compare that to the TODAY() function in order to filter her data appropriately. Their calculation and application looked like this:
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For more information, visit the InterWorks Assist page.