Want to see the Data for Yr 2012 Q1,Q2 and Yr-2014 Q3,Q4 in the Report (Use Calculations & Filters)

Here we want to see different Quarters from different years, so We have to use "OR", "AND" operators in the calculation field.
(It isan example of using OR, AND operators in the calculated field)


1) Create a calculated field as below

Syntax: if 

( 

(year([Order Date])=2012) and 

( DATEPART('quarter',[Order Date])=1 or DATEPART('quarter',[Order Date])=2)) or 

( 

(year([Order Date])=2013) and 

( DATEPART('quarter',[Order Date])=3 or DATEPART('quarter',[Order Date])=4))

then

[Sales] end

We want to Year 2012 ,and  with in that year want to see Q1, Q2 so
We are writing as
(year([Order Date])=2012) and 

( DATEPART('quarter',[Order Date])=1 or DATEPART('quarter',[Order Date])=2)) 

2) Drag the Order Date, Calculated filed  (Selected Quarters -  Sales) on the view.

3) Now report is showing sales volume only for  Yr 2012 Q1,Q2 and Yr-2014 Q3,Q4
AND showing NULL for rest of the periods.
4) We we can handle the easily in next step, it means showing only  Yr 2012 Q1,Q2 and Yr-2014 Q3,Q4  on the view.
5) Drag the Calculated field on the filters shelf then select "Sum" then select "Special" tab then select "Non-null values".

6) Now we can see what we want on the view.

How to get First Transaction details per each customer

1) Create a calculated field as below image.

2) Drag the Customer Name, Order Date onto work area.
3) Drag the Calculated field onto text mark shelf.
4) Right click on that calculated field then select "Advanced", then define Adressing, Partition as below image.

5) Then drag the Calculated field onto filters shelf.

6) Select "Sum" then select "Special" tab then select "Non-null values".

7) Right click on Calculated field on the filters shelf then select "Edit Table Calculation".

then define the Addressing & Partition.

8)  Now select the "Non-null values" then click on "OK".

9)

How to Show future months of current year in the Report.

We can show the future dates data on the view using Date Functions in Calculated field as below.

1) Create a calculated field as below image.

2) Now place the Order date, Calculated field on to the view.

4) Now reports shows Future Months Sales only. And shows the null for rest of the months.

5) Drag the calculated field on to filter shelf then select "Sum" then select "Special" tab. then select "Non null values" option.

How to get Current MTD, Last Year MTD

Use the following syntax for "Last Year current MTD"

How to show only "Current Quarter, Previous Quarter,Previous Year Current Quarter".

1) Create a calculated field as the below image.

2) Place the above calculated field on the view.

3) Now view has been broken down into Current Quarter, Previous Quarter,Previous Year Current Quarter ans Null.

4) Drag the Calculated field onto filters shelf then deselect the "Null". 

5) Now reports is showing only "Current Quarter, Previous Quarter,Previous Year Current Quarter".

6) If you want to hide Current Quarter, Previous Quarter,Previous Year Current Quarter names on the view,  then right click on Calculated field on the work area, then select "Show Header".

How to add URL to actions

1) I have created a Following Calculation field.

If [Userid]= "A" then "https://www.google.co.in/"

elseif [Userid]= "B" then "https://www.youtube.com/?gl=IN"

elseif [Userid]= "C" then "https://in.yahoo.com/"

else "http://www.tableau.com/" end

2) Then I have added Columns into work area.

3) Go to Menu Bar, Click on "Work Sheet" then click on "Actions" then select "URL".

4) Select the field which is having URL links. Then define Run action on "Menu".

5) Now we can click the URL on the Menu Bar.

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6) If you use the "Run Action on"  is "Select" type, drag the Calculated field into "Detail Pane".

How to show missing dates on the view

Turn-off show missing dates data, then it will not show the Missing data, it means will show only data which is available in database.

observe the following image, where there is no data for 06-03-2016 (DD-MM-YYYY).

I have turned-on sow missing values ( As above image). Then we are getting the data for 06-03-2016 (DD-MM-YYYY) and  that is NULL

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Another Example

Missing dates are having sales volume null.

How t remove Future values from the view?

We can handle the future dates from the view as below.

1) Create a calculated field using the following syntax.

Name: Dates - till today

if [Order Date] <= today() then [Order Date] end

2) Drag the [Dates - till today] on to the view ( Work Area).

3) Drag the [Dates - till today] on to Filter Shelf, select "Relative Date" then select "Special Tab" then select "non-null Values".

4) Now report does not show future dates.

How to get the sales for specified period, it means from specified date to specified date.

1) We have to create two Parameters, 1 is for From Date, another is for to Date.

2) Create a calculated field using two Date Parameters as below image.

3) Now right click on two Parameters then select the option "Show Parameter Control".

4) Now we can select the Date Range with the help of From Date Parameter To  Parameter.

Now we can handle the non selected dates data - Nulls handling.

Drag the calculated field on to filters shelf then select "Sum" option then select "Special" tab then select "non-null Values".

Now report is showing the data for selected Dates Range.