Tableau: Create Date filter | Fundamentals

Please download dataset:

click for dataset 

You have created a view that shows top 10 customers for various regions. Your manager would like to focus on these customers to see how much sales they have generated over the years 2017-2020.

Create a discrete date part filter in the view to see how these customers ranked across 2017, 2018, 2019, and 2020. Name the filter Customers by Year.

When you are done, your view should look like the image below. 

Create a filter for Order Date to show discrete dates.

  1. Open the starter file Datefiltersstarter.twbx from your saved location.

  2. Drag Order Date to the Filters shelf.

  3. In the Filter Field dialog box, select the discrete Years part and then click Next.

  4. Select All years from the list, and then click OK.

Show the date filter in the view.

  1. Right-click the Order Date filter in the view, and then click Show Filter.

Change the title of the Order Date filter to Customers by Year.

  1. Display the drop-down menu for the Order Date filter and select Edit Title.

  2. In the Edit Title dialog box, type Customers by Year and click OK.

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