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
Hi Brian, thanks! Absolutely. We don't have a video on that exactly but you could create several calcs (Termination Date Selected T/F, Termination Date Prior T/F, Hire Date Selected T/F, Hire Date Prior T/F, etc) and reference them in different calculations. This video breakdown might help explain some of what I'm talking about: onenumber.biz/blog-1/2024/8/21/custom-date-filter-for-aggregated-and-non-aggregated-measures-in-tableau
@@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
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?
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])
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
@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
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?
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
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: ua-cam.com/video/PM0O3uVJ-Bw/v-deo.html
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?
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: ua-cam.com/video/l2EYtIXhm9M/v-deo.html&ab_channel=OneNumber-TableauExperts
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].
Here's a basic workbook showing how to do that: public.tableau.com/app/profile/eric.parker/viz/FilterMultipleDateFieldsatOnce_ByMonth/FilterMultipleDateFieldsbyMonth
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: ua-cam.com/video/DH9HtSykVks/v-deo.html&ab_channel=OneNumber-TableauExperts
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
Great video and solution! Is there a way to do this so the parameter selection can act as a relative date function (i.e. this month, this week, etc.)?
Hi Brian, thanks! Absolutely. We don't have a video on that exactly but you could create several calcs (Termination Date Selected T/F, Termination Date Prior T/F, Hire Date Selected T/F, Hire Date Prior T/F, etc) and reference them in different calculations.
This video breakdown might help explain some of what I'm talking about: onenumber.biz/blog-1/2024/8/21/custom-date-filter-for-aggregated-and-non-aggregated-measures-in-tableau
Great video Ollie! Just wondering how we can do this with a month and year parameter as opposed to just year?
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?
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.
@@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
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?
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])
@@onenumbertableau Awesome!! yes, that is what I thought!!! thank you for your reply and for all the shared knowledge!🙏
@@Eri.p You're welcome!
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
@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
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?
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
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?
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: ua-cam.com/video/PM0O3uVJ-Bw/v-deo.html
Awesome sharing thank you 😊
You are most welcome!
Thank you!
You're welcome!
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?
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: ua-cam.com/video/l2EYtIXhm9M/v-deo.html&ab_channel=OneNumber-TableauExperts
Hi , i am looking to add the multiple year parameters , how can we do it?
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].
Drop your parameter into the sheet title to make the year dynamic
Heck ya, that's a great addition. Thanks for sharing!
Hi Ollie, how can filter dates with year and month?
Here's a basic workbook showing how to do that: public.tableau.com/app/profile/eric.parker/viz/FilterMultipleDateFieldsatOnce_ByMonth/FilterMultipleDateFieldsbyMonth
how to show from different source? or how to show table like this
Hire Termination
2020
2021
2022
2023
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: ua-cam.com/video/DH9HtSykVks/v-deo.html&ab_channel=OneNumber-TableauExperts