Searched for half day and this video is really easy to understand for newbie as me! Thank you so much. And I am stuck on adding weekly drill down, can you please help ?? 🙏
Thank you! Spent 3 hours looking for a solution on how to dynamically change the format of the date when the Parameter switches between Day/Month/Year, ect. This worked perfectly though I had to set a custom sort to x-axis since it didn't recognize the strings well enough to sort correctly. Just sorted by the MAX([DateField])
How do you get months to show with month name, instead of the months number. My data has dates like "1/1/2020" but when slecting date selector for month I want it to show as January 2020 not 1 2020
Using the same logic for date parameter, can I create a line chart with each line representing different gender? I don't want bar chart.Thank you so much for this!!
Hi, Thanks for your question. Beside creating a string for week and day level, you can try to right the date variable (order date in my video), then create > custom date > select the level you want. Finally use the method in this video to connect parameter with the week or day fields you created. Thanks, Allen
Do you know how to create Half Year in tableau? cause I want to create cohort analysis after 6 months since 1st purchase. Hope you could help!! Thank you!
Hi Brett, Thanks for your question. You can right click, let's say, [order date] to create 1 year, 1 quarter, and 1 month level date dimension. Then replace the string part from this video, to the 3 date format dimensions you just created. It will work the same. Thanks, Allen
wow! thank you~~ i have a question, i want to see 'day' date level.!! How I create calculated field to see 'day'? (im korean.. im not good at writing English... Can you understand my question? )
Hi, This is a very good question. I think you can add "day" in the parameter as a fourth level. Then in the calculated field you can do "Datepart" and extract the "day" part. Then you can concatenate the string to yyyy/mm/dd format . However, if you drill down by exact day, the graph will be very wide, as you expand the date level. You can give it a try. Hope it help. Thanks for watching the video! Allen
Hi Could you please tell how to drill down only a set of months to show weeks? For example: I should be able to see weeks only for the months of November and December.
Hi to drill down a set of month, you can use filter to do so. To show week, you just need to add another level for week, just as you did for year, quarter, month. Then connect all 4 levels in your parameters. Thanks, Allen
@@AllenKei Hi Allen. Struggling with the exact syntax to add 'Week' to the parameter. I tried Datepart('week', [transactiondate]) and it returns nulls. Can you provide the exact syntax I need to use in the calculated field? With the Week parameter I am trying to emulate the behavior of the transaction date when set up as a DISCRETE 'week' date field in the Row on my report. When set up like that the date displays as, for example, 'January 1, 2018' on the horizontal axis. Thanks so much. Art
This is really close to what I want, but 2019-3 can not be a smooth for viewers. I'd rather have Mar-2019. Because this is a string you can't change format and sort or it will sort on the String. Have you a way to do this technique while providing display options for dates?
Hi, you can right click the date field and create > custom > select month/quarter/year. This will give you 3 date format fields, instead of 3 string format field as in this video. Then use these 3 to connect in your parameter. Finally, change the display format of date to whatever format you want.
I'm changing calculated field from date approved to date recieved and it all of a sudden doesn't like it being called str. It wants it as datetime. Any ideas as to why?
Really useful thank you. It seems that the quarterly field is ignoring the fiscal year start i set on original date field. It is starting from January and i need it to start in April. Is there any way to fix this?
Hi David, Thank you so much for your question! So the start date of your data is April, but the parameter control does not work in your worksheet? I am not sure about the problem. I am wondering if it is possible that you can give me an example about your problem, or can you send me the data so that I can take a look? Thank you very much. Wish I can be a help. Let me know if you have any question any time. Allen
Hey! Thanks for your tutos, very useful :) I have a question, with this date level, i would like to create a side-by-side bar graph with This year bar, and same date last year side bar. Is it possible? Thank you by advance for your help :)
I just uploaded a video to answer your question. Here is the link: ruclips.net/video/1fvc5pW5fag/видео.html Let me know if there is anything unclear. Thank you very much for your question again.
How can I use this as a continuous date in a line chart? I can easily drill down into more detailed date levels on the chart but can't collapse to a higher level, so I'm trying to create a parameter to handle this but it won't work.
Dear Kyle, Thanks for the question. You can try this: 1. right click "order date" > create > custom date > detail to month 2. do the same for quarter and year (so now you have 3 different/individual date variables) 3. create calculate field "date selector" like I did in the video, WHEN "month" THEN bring in the 'date month' you created in step 1. Same for WHEN "quarter" and WHEN "year", bring in corresponding variable from Step 2. 4. Follow the rest of the video This will help you get what you are looking for. If it doesn't, feel free to contact me again or send me the dashboard. I did this for most of my dashboards and it works. Again, thanks for the question. Let me know if you have any other questions. Allen
Hi, thanks for your question. For getting the last year/month/week sales, you can use lookup function to achieve this. I have a few videos in the playlist that talk about lookup() in Tableau. Thanks, Allen
I followed these instructions step by step and it was a game changer for my dashboard that's used company-wide! Thank you sir!!
Searched for half day and this video is really easy to understand for newbie as me! Thank you so much. And I am stuck on adding weekly drill down, can you please help ?? 🙏
Thank you! Spent 3 hours looking for a solution on how to dynamically change the format of the date when the Parameter switches between Day/Month/Year, ect. This worked perfectly though I had to set a custom sort to x-axis since it didn't recognize the strings well enough to sort correctly. Just sorted by the MAX([DateField])
Hi Aaron,
Glad to here that you got your solution! Great job and have a nice day!
Allen
Thanks for the videos it's help me lot.
Is possible to do it in line graph.
Thanks
How do you get months to show with month name, instead of the months number. My data has dates like "1/1/2020" but when slecting date selector for month I want it to show as January 2020 not 1 2020
Using the same logic for date parameter, can I create a line chart with each line representing different gender? I don't want bar chart.Thank you so much for this!!
did you get an answer to this
you are a hero, thank you.
what is the calculated field for creating parameter control on Week and Day level as well?
Hi,
Thanks for your question. Beside creating a string for week and day level, you can try to right the date variable (order date in my video), then create > custom date > select the level you want. Finally use the method in this video to connect parameter with the week or day fields you created. Thanks,
Allen
Exactly what I needed.
Do you know how to create Half Year in tableau? cause I want to create cohort analysis after 6 months since 1st purchase. Hope you could help!! Thank you!
I think you can do datediff on month level and set it equal to 6. thanks
Allen,
This works by converting the dates to strings. Is it possible to do this without converting the dates to strings?
Hi Brett,
Thanks for your question. You can right click, let's say, [order date] to create 1 year, 1 quarter, and 1 month level date dimension. Then replace the string part from this video, to the 3 date format dimensions you just created. It will work the same.
Thanks,
Allen
@@AllenKei Can you make a tutorial for this?
Thanks. Helped me a lot. They think I’m a hero. 😛
wow! thank you~~
i have a question, i want to see 'day' date level.!! How I create calculated field to see 'day'?
(im korean.. im not good at writing English... Can you understand my question? )
Hi,
This is a very good question. I think you can add "day" in the parameter as a fourth level. Then in the calculated field you can do "Datepart" and extract the "day" part. Then you can concatenate the string to yyyy/mm/dd format . However, if you drill down by exact day, the graph will be very wide, as you expand the date level. You can give it a try. Hope it help.
Thanks for watching the video!
Allen
oh! Thank you!!!
Hi Could you please tell how to drill down only a set of months to show weeks? For example: I should be able to see weeks only for the months of November and December.
Hi to drill down a set of month, you can use filter to do so. To show week, you just need to add another level for week, just as you did for year, quarter, month. Then connect all 4 levels in your parameters. Thanks,
Allen
@@AllenKei Hi Allen. Struggling with the exact syntax to add 'Week' to the parameter. I tried Datepart('week', [transactiondate]) and it returns nulls. Can you provide the exact syntax I need to use in the calculated field? With the Week parameter I am trying to emulate the behavior of the transaction date when set up as a DISCRETE 'week' date field in the Row on my report. When set up like that the date displays as, for example, 'January 1, 2018' on the horizontal axis. Thanks so much. Art
This is really close to what I want, but 2019-3 can not be a smooth for viewers. I'd rather have Mar-2019. Because this is a string you can't change format and sort or it will sort on the String. Have you a way to do this technique while providing display options for dates?
Hi, you can right click the date field and create > custom > select month/quarter/year. This will give you 3 date format fields, instead of 3 string format field as in this video. Then use these 3 to connect in your parameter. Finally, change the display format of date to whatever format you want.
Thank youuu!
what if i want name of the month? i used datename but if i use this it is missing heirarchy
? any suggestions?
I'm changing calculated field from date approved to date recieved and it all of a sudden doesn't like it being called str. It wants it as datetime. Any ideas as to why?
Really useful thank you.
It seems that the quarterly field is ignoring the fiscal year start i set on original date field. It is starting from January and i need it to start in April. Is there any way to fix this?
Hi David,
Thank you so much for your question!
So the start date of your data is April, but the parameter control does not work in your worksheet? I am not sure about the problem. I am wondering if it is possible that you can give me an example about your problem, or can you send me the data so that I can take a look?
Thank you very much. Wish I can be a help. Let me know if you have any question any time.
Allen
Hey! Thanks for your tutos, very useful :)
I have a question, with this date level, i would like to create a side-by-side bar graph with This year bar, and same date last year side bar. Is it possible?
Thank you by advance for your help :)
Thank you so much for your question! I will try it on Tableau, and let you know when I work something out. Stay tuned!
I just uploaded a video to answer your question. Here is the link: ruclips.net/video/1fvc5pW5fag/видео.html
Let me know if there is anything unclear. Thank you very much for your question again.
It's really helpful. I wish I would know your channel sooner :p
How can I use this as a continuous date in a line chart? I can easily drill down into more detailed date levels on the chart but can't collapse to a higher level, so I'm trying to create a parameter to handle this but it won't work.
Dear Kyle,
Thanks for the question. You can try this:
1. right click "order date" > create > custom date > detail to month
2. do the same for quarter and year (so now you have 3 different/individual date variables)
3. create calculate field "date selector" like I did in the video, WHEN "month" THEN bring in the 'date month' you created in step 1. Same for WHEN "quarter" and WHEN "year", bring in corresponding variable from Step 2.
4. Follow the rest of the video
This will help you get what you are looking for. If it doesn't, feel free to contact me again or send me the dashboard. I did this for most of my dashboards and it works. Again, thanks for the question. Let me know if you have any other questions.
Allen
@@allenkei4050 Hi Allen I tried these steps but my parameter does not work when I click first year, then quarter, month, week number...help
@@anthonysalazar8949 Hi
Can you elaborate more about what is your question specifically, or what are you trying to achieve?
Thanks,
Allen
Awesome!
Can plzz tell me ,how to get last year sales,last month sales,last week sales
Hi, thanks for your question. For getting the last year/month/week sales, you can use lookup function to achieve this. I have a few videos in the playlist that talk about lookup() in Tableau. Thanks,
Allen