Dynamic Date Switching in Tableau (Week, Month, Quarter) | Step-by-Step Tutorial
In this video, I’ll show you how to create a fully interactive Sales Trend chart in Tableau that allows users to switch seamlessly between Week, Month, and Quarter views using a parameter.
🔍 What you’ll learn:
How to create and use Parameters in Tableau
Building a calculated field for dynamic date selection
Switching between Week, Month, and Quarter views in one chart
Designing a clean and interactive time-series visualization
Best practices for improving dashboard usability
🔧 Key Calculations:
1. Parameter: Select Date
Values: Week, Month, Quarter
2. Calculated Field: Time Period Cal1
CASE [Select Date]
WHEN "Week" THEN DATETRUNC('week', [Order Date])
WHEN "Month" THEN DATETRUNC('month', [Order Date])
WHEN "Quarter" THEN DATETRUNC('quarter', [Order Date])
END
3. Calculated Field: Time Period Cal12
DATE(DATETRUNC([Select Date], [Order Date]))
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