How to Build a Custom Date Filter for a Tableau Dashboard

Sometimes, you need a totally customized date filter for a Tableau dashboard. A fully customized date filter allows you to list the exact date ranges you want a user to be able to select from, and then filters the worksheets in the dashboard to that selected range. Check this video out to learn how you can utilize a parameter, calculation with date logic and worksheet filters to give your users a fully customized list of date ranges they can select and filter on.

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Resources:
•Grab the full date calculation from the [Parameter Date Filter] field here:

About:

Chapters:
0:00 Why would you need a custom date filter?
1:50 Setting up Parameter
4:04 Writing Calculation with Date Filtering Logic
8:25 Troubleshooting Calculation
10:38 Applying Custom Date Filter
12:28 Methodology Explained
13:25 Do you want to see another related video?

[jennalane]

Thank you! This is so helpful as I learn Tableau on the fly for work requests at my job.

[danlafferty]

Great video! This was easy to follow along and I was able to get this to work for my own project in less than 10 minutes.

[cpr]

This was super helpful, thanks! Especially appreciated when you showed how you'd trouble shoot errors--thanks for walking through that!

[temik]

Nice video again. I will really love the YTD vs LY Video. Thank you for what you are doing.

[jungnuri]

YES! Would love to see the year comparison tutorial pls

[joaquinchia]

You are the best!!
Muchas gracias Eric!

[manojprabhakar]

Hello, Eric. Thank you so much for saving my day with this wonderful series of posts about date period filters; could you please tell me what the calculations for these are? (Last 7 days, Last 30 days, Previous 30 days, Previous 3 months) and Also, what is the distinction between previous and last?

[michafabich]

very helpful, thanks! Love your channel

[nandozavala]

Thanks Eric! How would I be able to view the % difference between each date in this particular date parameter?

[mvvideo]

Hi Eric, I am following since I found your videos, I do have a question is how to get same case options for "Today", "Yesterday", "Last Week", etc. The date formula always get me confuse. I really appreciate you could do a video about it. Thank you!

[emilychavez]

How would you create a custom filter if you'd want it to populate the first occurances of data? EX: sales data and you want to have filter options for first month, 6 months, etc. so not recent data but historicals

[royzac]

Is there allow a user the ability to do a custom input range to filter for, versus have to select from a preset period?

[georgedossantosaraujo]

Hello, thank you very much for the tutorial, but how do I have a month filter within this scenario? example I choose the month and the filter calculates from the choice.

[roeystern]

Hey Eric great video and explanation! I have a question, I am trying to create a dashboard where the user can change the date view from weekly/monthly/quarterly, so the date field changes from DAY(Date) to MONTH(Date) etc, is it possible using this method? Thank you!

[suleymanolusholayahaya]

Hi, eric how do i correct this if my data only lasts until 2017?

[cb]

Hello. Can you please tell me how did you calculate Sales % Difference field?

[villitakaraoke]

Awesome, I tried your video doing the same using what I learned from your video of FYTD and Previous FYTD but its all messed up. Any suggestions?

[sania]

How to add % change in sales by category that will update as we toggle the parameter ?

[giltonndikummbunyam]

Thank you for the great video. Could you help me with the formula for the Next 1 week, Next 1 Month, Next 6 Months and Next 1 year. My data has future dates