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Tableau Community Forums Member (Inactive) (Salesforce) asked in #Tableau Desktop & Web Authoring
Feb 21, 2019, 7:53 PM

Show a rolling 6 months of data based off an Index filter (v 10.5.3)

Hello,

 

I am attempting to filter the sheet '6M' for the past 6 months based on the index filter chosen on sheet 'TM' which applies to both 'TM' and 'YTD'. When this dashboard is published to the server, the end user can select any value in the 'Index_Text' filter on the dashboard, and it will update the 'TM' and 'YTD' sheets accordingly, but I would also like to update the '6M' sheet for the previous 6 months to that filter.

 

For example, in Jan, it should show Jul - Dec (as in the attached). However, if the end user selects Nov_2018, the '6M' sheet should update to show May - Oct using the 'Index' filter.

 

Thanks in advance!

SAMPLE.twbx
2 answers
  1. Tableau Community Forums Member (Inactive) (Salesforce)
    Feb 22, 2019, 1:38 PM

    Hi, Rebecca

     

    It will be easier to use parameter to pick a month rather than filter, pick up any date of the month will stand for the month.

     

    Workbook attached for your reference.

     

    Below is the screenshot of result

     

    Hi, Rebecca It will be easier to use parameter to pick a month rather than filter, pick up any date of the month will stand for the month. Workbook attached for your reference.

     

    Hope this helps

     

    ZZ

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