Learn how to create interactive filtering with time period buttons for overlapping dates in Tableau. Use a parameter action to allow users to pick between time periods: “This Month,” “This Year,” and “Last Year.” These buttons change color based on selection, providing more flexibility by handling overlapping dates like “This Month” and “This Year.” Enhance your Tableau dashboards with dynamic and user-friendly time period filters.
Tableau: public.tableau.com/app/profile/samantha.cohn/viz/BeyondBasicChartsTableauDashboardTutorialonMarketTrendsBusinessGoals/Dashboard1
Rounded Box: drive.google.com/file/d/1bOzggKjEe6QXAlPeOo5-UBw8Fa4X5A00/view?usp=sharing
Excel: docs.google.com/spreadsheets/d/e/2PACX-1vRN0obwo8EyTRwWm70V5Csz8-0KV2NrJv5q2NLeefc6yjlXMOMmEGc8wAaOQBF9gcl-exiMeh39FaLo/pub?gid=1821772829&single=true&output=csv
General Time Identifier:
IF MONTH([Date]) = MONTH(TODAY()) AND YEAR([Date]) = YEAR(TODAY()) THEN "This Month, This Year"
ELSEIF YEAR([Date]) = YEAR(TODAY()) THEN "This Year"
ELSEIF YEAR([Date]) = YEAR(TODAY()) -1 THEN "Last Year" END
Time - Select?
IF CONTAINS([Time Period Filter], [Time Period]) THEN TRUE ELSE FALSE END
Specific Time Identifier:
IF MONTH([Date]) = MONTH(TODAY()) AND YEAR([Date]) = YEAR(TODAY()) THEN "This Month"
ELSEIF YEAR([Date]) = YEAR(TODAY()) THEN "This Year"
ELSEIF YEAR([Date]) = YEAR(TODAY())-1 THEN "Last Year" END