I followed the video step by step, but I'm not sure where I went wrong on ACQUISITION QUARTER.
Screenshot 1: My results
Screenshot 2: Ann's results, a Drop Field box popped up when she dragged in ACQ QUARTER. Did not pop up for me
Screenshot 3: Ann's calculated field
Screenshot 4: Ann's final results
Screenshot 5: My final viz
Why are they different and how do I address this? Luckily it didn't stop me from continuing the activity, only prevented me from changing the column name on the final product.
From 2021 Week 2 | Tableau : Can you build a Customer Lifetime Value Matrix?
@Kim Sembrano
Tableau can display dates many ways. Most of the options will fall under one of two categories: Date Part and Date Value/Datetrunc (the associated function is Datetrunc, but in the dropdown custom option, it is called Date Value).
Date Part, as the name suggests, just displays that given part of the date. That is, Year will display just the year; month will display just the month.
Date Value/Datetrunc will continue to return all parts of the date, but the granularity will stop at the specified part. If you select 'day', Tableau will still provide hour/minutes but it will be midnight for every value. If 'month' is selected, Tableau will still return a day, but it will be the 1st for every value, etc. Formating can remove these parts that don't return any unique values.
When you drag and drop a date in the view, Tableau defaults to the Date Part Year. Because dates are predefined hierarchical fields, you can click the field to get it to expand to the next level of the hierarchy (also a date part). This is what you did.
If you right click the date field to drag it to the view, it will prompt you for how you want the date to be displayed. This is what Ann did.
One option is just remove the Year field and the date back by right clicking. The other option is to click on the Year field and select the level of display you want. The Date Value/Datetrunc options default to continuous, so you may need to convert it to discrete after placing it on the shelf.
James Emery
Tableau Forum Ambassador
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