Tableau Tips: Exclude Current Month and Year
One frustration many Tableau users face on a regular basis is graphing transaction records as they occur by date. When comparing a graphical representation of transactions for a month through time, the current month is rarely a useful component.
When connecting to a consumable data source in Tableau information is included which detracts from the impact of the story trying to be told. The best way to eliminate this is via a simple programmatic custom field.
Adding this custom field to the filter and setting to "F" excludes the current months data, providing a cleaner visualation.
To impliment this in your own dashboard, simply copy the code below into your own calculated field and replace the [Date] field.
IF ( DATEPART('month',[Date]) >= DATEPART('month',TODAY()) AND DATEPART('year',[Date]) >= DATEPART('year',TODAY()) ) THEN "Current and Future" ELSE "Past" END