Dashboard Mode - Relative date filtering
Dashboard Goal
Understand sales trends by filtering data to show only recent periods like last 7 days, last month, or last year.
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Relative date filtering in Tableau - Dashboard Guide
Sample Data
| Date | Sales | Region |
|---|---|---|
| 2024-05-01 | 150 | North |
| 2024-05-05 | 200 | South |
| 2024-05-10 | 250 | East |
| 2024-05-15 | 300 | West |
| 2024-05-20 | 350 | North |
| 2024-05-25 | 400 | South |
| 2024-05-30 | 450 | East |
Dashboard Components
- KPI Card: Total Sales
Formula:SUM([Sales])
Shows total sales for the filtered date range. - Line Chart: Sales Over Time
X-axis:[Date]
Y-axis:SUM([Sales])
Shows sales trend over the selected relative date period. - Relative Date Filter
Options: Last 7 days, Last 30 days, Last 90 days, This Month, Last Month, This Year
Filters data dynamically based on today's date.
Dashboard Layout
+----------------------+----------------------+ | Total Sales | Relative Date Filter | | (KPI Card) | (Filter) | +----------------------+----------------------+ | | | Sales Over Time (Line Chart) | | | +----------------------------------------------+
Interactivity
The Relative Date Filter controls which dates appear in the Total Sales KPI and the Sales Over Time chart. Selecting "Last 7 days" updates both components to show only sales from the past week. Changing to "This Month" updates the view to show sales from the current month dynamically.
Self Check
If you set the relative date filter to "Last 30 days", which sales dates remain visible in the dashboard?
Answer: Only sales from 2024-05-01 to 2024-05-30 will show, since the sample data is within May 2024 and the last 30 days includes all these dates.
Key Result
Dashboard shows total sales and sales trends filtered dynamically by relative date selections like last 7 days or this month.