Easily Hide Calculated Field from the 12 Month Sales Forecast

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How to Hide Calculated Field from the 12 Month Sales Forecast

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In this video tutorial, Patrick and Marco discuss how to hide future dates in calculations related to date tables. Patrick shares his experience from attending Marco's master index class and notes the importance of having a complete date table for proper functioning of time intelligence functions. He reflects on his past attempts to manage future dates and acknowledges learning from an article Marco wrote, realizing he was initially approaching the problem incorrectly. The video aims to clarify this issue and provide better methods for handling unnecessary future dates in date tables.

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How do you calculate last 6 months sales in Tableau?

2:44 4:04 Tableau calculation to show 3 Months and 6 months data - YouTube YouTube Start of suggested clip End of suggested clip Let me drag order date to the filters. And select relative dates. Click on the months. And selectMoreLet me drag order date to the filters. And select relative dates. Click on the months. And select last three months and then click ok drag sales measure to the text. So it is 2 190.

How do you calculate last 12 months Sales in Tableau?

Answer Go to Analysis Create Calculated Field. Enter the following calculation: IF (DATEDIFF(month,[Order Date],TODAY()))

How do I show rolling 12 months Data in Tableau?

Solution: Add the date field in the filter, and select the first option of Relative Dates. Then go to the Years tab and then select the options as shown below. Click Apply and OK. Using this filter in date, you will always get data for last year from the current date.

How do I hide a calculated field in Tableau?

Hiding unused fields in Tableau Simply right click on the field and select Hide. Note, you can quickly hide all the unused fields by selecting Hide All Unused Fields on the drop-down menu at the top right corner of the data pane.

How do I calculate previous year sales in Tableau?

[Selected Year Sales] = IF [Order Year] = [Select a Year] THEN [Sales] END. [Previous Year Sales] = IF [Order Year] = [Select a Year] - 1 THEN [Sales] END.

How do I exclude a date from a calculated field in Tableau?

In this scenario, you want to exclude the Order Date in the view. Next, drag the measure names into Filter, select the options Sales and Exclude: Order Date , and click OK.

How to exclude current month in Tableau with a calculated field?

Answer Go to Analysis Create Calculated Field. Enter a name, e.g. YTD - Exclude Last Month. Enter the formula: DATEDIFF(month,[Order Date],Today()) 0 AND DATEDIFF(year,[Order Date],Today())= 0. Click OK. Drag this new field onto the Filter shelf and select True. Click OK.

How do you get the last 12 months in Tableau?

You can use a relative date filter on the worksheet, add the date dimension to the filter and select relative date, last twelve months. This will update as the months go on and you dont need any user interaction.

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Hide Calculated Field from the 12 Month Sales Forecast