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Tableaubi_tool~8 mins

Date filters in Tableau - Dashboard Guide

Choose your learning style9 modes available
Dashboard Mode - Date filters
Dashboard Goal

Understand how sales change over time by using date filters to focus on specific periods.

Sample Data
DateRegionSales
2024-01-05North150
2024-01-15South200
2024-02-10East300
2024-02-20West250
2024-03-05North400
2024-03-15South350
2024-04-01East500
Dashboard Components
  • KPI Card: Total Sales - SUM([Sales]) = 2150
  • Line Chart: Sales Over Time - X-axis: Date (month), Y-axis: SUM(Sales)
  • Date Filter: Range Filter on Date - Allows selecting start and end dates to filter data
  • Table: Sales Details - Shows Date, Region, and Sales filtered by the date range
Dashboard Layout
+----------------------+----------------------+
|      Total Sales      |    Date Filter       |
|       (KPI)           |   (Range Selector)   |
+----------------------+----------------------+
|                                              |
|             Sales Over Time (Line Chart)     |
|                                              |
+----------------------------------------------+
|              Sales Details (Table)            |
+----------------------------------------------+
Interactivity

The Date Filter controls the data shown in the Total Sales KPI, Sales Over Time Line Chart, and Sales Details Table. When you select a date range, all these components update to show only sales within that period.

Self Check

If you set the date filter to only include February 2024, which sales records appear in the table and what is the total sales value shown in the KPI?

Key Result
Dashboard showing total sales, sales over time, and details filtered by a selectable date range.