Date hierarchy (year, quarter, month, day) in Tableau - Dashboard Guide

Dashboard Mode - Date hierarchy (year, quarter, month, day)

Business Question

How can we analyze sales trends over time by drilling down from year to quarter, month, and day?

Sample Data

Date	Sales Amount
2023-01-05	150
2023-02-15	200
2023-03-20	180
2023-04-10	220
2023-05-25	210
2023-06-30	190
2023-07-15	230
2023-08-05	240

Dashboard Components

• KPI Card: Total Sales showing SUM([Sales Amount]) = 1620
• Line Chart: Sales over time using Date on X-axis with a date hierarchy (Year > Quarter > Month > Day) and SUM([Sales Amount]) on Y-axis. This allows drilling down from year to day.
• Table: Showing Year, Quarter, Month, Day, and Sales Amount columns extracted from the Date field for detailed view.

Dashboard Layout

+----------------------+-------------------------+
|      KPI Card        |       Line Chart         |
|   Total Sales: 1620  |  Sales by Date Hierarchy |
+----------------------+-------------------------+
|                   Detailed Sales Table                |
+-------------------------------------------------------+

Interactivity

The line chart supports drill-down by clicking on the year to see quarters, then months, then days. The table updates to show sales details matching the selected date level. The KPI card updates total sales based on the current drill-down filter.

Self Check

If you drill down to the month of March 2023 in the line chart, which sales records appear in the table and what is the total sales shown in the KPI card?

Answer: The table shows the record for 2023-03-20 with sales 180. The KPI card updates to show total sales = 180.

Key Result

Dashboard showing total sales with a date hierarchy line chart and detailed sales table for drilling from year to day.