Relative date filtering in Tableau - Cell-by-Cell Formula Trace

Sample Data

Sample sales data with order dates and sales amounts.

Cell	Value
A1	Order Date
A2	2024-05-01
A3	2024-05-15
A4	2024-06-01
A5	2024-06-10
A6	2024-06-20
B1	Sales
B2	100
B3	150
B4	200
B5	250
B6	300

Formula Trace

IF [Order Date] >= DATEADD('month', -1, TODAY()) THEN [Sales] ELSE 0 END

Step 1: TODAY()

Step 2: DATEADD('month', -1, 2024-06-21)

Step 3: [Order Date] >= 2024-05-21

Step 4: IF condition THEN [Sales] ELSE 0

Cell Reference Map

Order Date

↓

Sales

The formula uses Order Date and Sales columns, compares dates to one month before today.

Result

    A          B        C
1 |Order Date| Sales | Filtered Sales
2 |2024-05-01| 100   | 0             
3 |2024-05-15| 150   | 0             
4 |2024-06-01| 200   | 200           
5 |2024-06-10| 250   | 250           
6 |2024-06-20| 300   | 300           

Filtered Sales column shows sales only for orders in the last month from today, others show zero.

Sheet Trace Quiz - 3 Questions

What date does the formula consider as the start of the relative date filter?

A 2024-06-01

B 2024-05-01

C 2024-05-21

D 2024-06-21

Key Result

IF [DateField] >= DATEADD('month', -1, TODAY()) THEN [Measure] ELSE 0 END