I want to be able to make Tableau pick up a field from an excel field when a date condition is met.
something like this:
Option A
IF [Date] >= ⌗2020-05-01# THEN 'May spend forecast'
ELSEIF [Date] >= ⌗2020-04-01 THEN 'April spend forecast'
Option B
if its possible between date ranges
IF [Date] >= ⌗2020-05-01# and >=⌗2020-05-31# THEN 'May spend forecast'
the cell format is currency but I can adjust it if necessary
5 answers
That approach fills the table with the text 'May spend forecast"
what I need is that it grabs the actual number contained in the field 'may spend forecast'
so when I select may in the date filter... it populates the table for company A with the number 400 for may and 250 for april
