Advance with Assist: Filtering Select Dates with DATETRUNC

Data

Advance with Assist: Filtering Select Dates with DATETRUNC

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:

With InterWorks Assist, you’ll have access to the collective might of a global team of data experts, including:

  • Solution Architects
  • Analytics Consultants
  • Tableau Trainers
  • Data Engineers
  • Server Engineers

 

For more information, visit the InterWorks Assist page.

Learn More

Want More Advance with Assist

  1. Advance with Assist: Filtering Select Dates with DATETRUNC
  2. Advance with Assist: Enhancing Dashboards with Custom Icons
  3. Advance with Assist: Tableau Power User Leaving the Company
  4. Advance with Assist: Context Filters and LOD Calculations
  5. Advance with Assist: Custom Subscriptions with Tableau Server Custom Views
  6. Advance with Assist: Blending with Dimension Not Utilized
  7. Advance with Assist: Creating a Sankey Diagram from Survey Data
  8. Advance with Assist: Multiple Dashboard Actions with a Single Click
  9. Advance with Assist: Refreshing Tableau Online Data with Tableau Bridge
  10. Advance with Assist: Parameter Performance Optimization
  11. Advance with Assist: Using Custom Backgrounds with Polygon Shapefiles
  12. Advance with Assist: Changing Default Properties on Data
  13. Advance with Assist: Options for Calculating Percentages
  14. Advance with Assist: Removing Options from Filter List
  15. Advance with Assist: Extracting Year from De-identified Text String
  16. Advance with Assist: Marking the Latest Date on Trend Line
  17. Advance with Assist: What You Need to Know About Aliases
  18. Advance with Assist: Function Compatibility
  19. Advance with Assist: Mass Parameter Replacement
  20. Advance with Assist: Sorting with MONTH in Reverse
  21. Advance with Assist: Ungroup Column Headers That Have Concatenated
  22. Advance with Assist: Connectionless Failure Error in Tableau Server
  23. Advance with Assist: How to Exceed Tableau’s Column or Row Limit
  24. Advance with Assist: Adding Email Links to Your Dashboard
  25. Advance with Assist: Saving User-Selected Filters on Tableau Server
  26. Advance with Assist: Tableau and Named Ranges in Excel
  27. Advance with Assist: Editing Custom Fields in Tableau-Published Data Sources
  28. Advance with Assist: NOW and TODAY Functions in Tableau
  29. Advance with Assist: Sheet Swapping with Dummy Headers
  30. Advance with Assist: REST Error in Tableau and Snowflake Connection
  31. Advance with Assist: Mapping with One Data Row in Tableau 2019.2
  32. Advance with Assist: Multi-Number Formats for Single Calculations
  33. Advance with Assist: Removing Background Landmass on a Tableau Map
  34. Advance with Assist: Filtering Data Sources on Tableau Server
  35. Advance with Assist: Swapping Sheets in Tableau 2019.2
  36. Advance with Assist: Filling in Null Records Without Filtering

More About the Author

Dustin Wyers

Analytics Consultant | Assist Lead - East
Advance with Assist: Filling in Null Records Without Filtering Question: I’m using a table calculation comparing the same month last year, and my view shows blanks due to the date range I have ...
Advance with Assist: Swapping Sheets in Tableau 2019.2 Tableau 2019.2 is full of new features. To name a few, vector maps, parameter actions, show/hide dashboard containers and spatial ...

See more from this author →

Subscribe to our newsletter

  • I understand that InterWorks will use the data provided for the purpose of communication and the administration my request. InterWorks will never disclose or sell any personal data except where required to do so by law. Finally, I understand that future communications related topics and events may be sent from InterWorks, but I can opt-out at any time.
  • This field is for validation purposes and should be left unchanged.

InterWorks uses cookies to allow us to better understand how the site is used. By continuing to use this site, you consent to this policy. Review Policy OK

×

Interworks GmbH
Ratinger Straße 9
40213 Düsseldorf
Germany
Geschäftsführer: Mel Stephenson

Kontaktaufnahme: markus@interworks.eu
Telefon: +49 (0)211 5408 5301

Amtsgericht Düsseldorf HRB 79752
UstldNr: DE 313 353 072