![]() Starting in Tableau Prep 2021.3.1, it is possible to create date scaffolding in Tableau Prep without creating a Date List.This option will duplicate the data, which may impact other views using the same data source.This requires upgrading to Tableau Desktop 10.5 or later to make use of the inequalities in join clauses in cross-database joins feature. If it is not possible to add a table to the original data source with all dates, then create a cross-database join to an external table containing all dates.Then in steps 4-2 and 4-5 use a join calculation that will set the date in the original table to the correct date level, such as DATETRUNC('month', ) It is also possible to list all dates at a higher date level, such as the first day of each month.The whole IF statement is wrapped in MIN() to avoid an issue where LOD expressions will return duplicated values inside of an IF statement.Thus, the FIXED expression by itself would return 59 orders in both MY(Order Date) = January and MY(Order Date) = February. For example, orders shiped in February where placed in both January and February. The FIXED expression will return the total distinct count of shipped orders for each month in regardless of where that month of appears in the view.Every date field must have at least one record for the date level used in the view.Drag CNTD(Order ID) from Detail on the Marks card over the numbers in the view and drop the fieldĪdditional Information Notes on Option 2 (Level of Detail expression):.Right-click and drag from the "Sample - Superstore (link on ship date)" data source onto Text on the Marks label.In the Drop Field dialog, select CNTD(Order ID) and click OK.Right-click and drag from the "Sample - Superstore (link on order date)" data source onto Text on the Marks label.In the Edit Alias dialog, type in a more descriptive name and click OK.In a new worksheet, right-click and drag from the "Sheet1 (master date list)" data connection into the view.Click OK to close the Relationships dialog.Repeat steps 4-5 with "Sample - Superstore (link on ship date)" as the secondary data source, and adding a relationship on MY(Date) = MY(Ship Date).Select the matching date level for Order Date.In the right pane, click the arrow next to Order Date.Select the date level that matches the most granular date level used in the view.Click the arrow next to Date to expand the date options.In the Add/Edit Field Mapping dialog, do the following:.For secondary data source, select Sample - Superstore (link on order date).For Primary data source, select Sheet1 (master date list).In the Relationships dialog, do the following:.In this example, I have named the two copies of "Sample - Superstore" as "Sample - Superstore (link on order date)" and "Sample - Superstore (link on ship date)" for clarity. Navigate to Data > Sample - Superstore > Duplicate.In this example, that connection is called "Sheet1 (master date list)" Create a table that contains a master list of all possible dates, and create a new connection to that list.This option will not work for a range of dates. Double-click in the data pane to add the field to the view.In the Drop Field dialog, select MY(Date) and click OK.In the formula field, create a calculation similar to the following:.In this example, the calculated field is named "Orders Placed" In the Calculated Field dialog box that opens, do the following, and then click OK:.Select Analysis > Create Calculated Field.Add the "Sheet 1" table to the canvas area.Navigate to the Data source tab in Tableau Desktop.In this example, that table is called "Master Date List" Create a table that contains a master list of all possible dates, which will be joined to the original data connection.This option requires that one date field always come before another date field, and works best when the two dates fields are defining a range. Double-click in the data pane to add the field to the view IF DATETRUNC('month', ) = DATETRUNC('month', ) ![]() ![]() Create a calculated field with a name like "Orders Shipped" with a calculation similar to the following:.In the Edit Alias dialog, type in a new name and click OK.Right-click the header "Distinct count of Order ID" in the view and select Edit Alias….In the Drop Field dialog, select CNTD(Order ID).Right-click and drag to Text on the Marks card.In the Drop Field dialog, select MY(Order Date) with the blue # icon and click OK.Right-click and drag to the Rows shelf.Choose one date field to create the date axis or headers.In this example, every row is a month, therefore both and need to have at least one order for every month. This option requires that every date field have at least one record for every date bin in the view.
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