Very often people need to get the measure value on the max(Date), or the min(Date), or next to max(Date), or a date relative to the min/max date etc. (Date can be in Year, Quarter, Month, Week, Day or even second.) It is often a struggle to pick out that date and its associated measure value.

The first thing that may come to our mind is to write a good conditional like

Date=Max(Date) ? Or use Window_Max(Max(Date))? Then datediff()?

I don't know how those will work. But I know something that will work and it's quite simple. No need to fight with aggregate or window functions.

To select the value associated with min(Date), we just need to write this
  • if first() = 0 then [measure] end
We don't even need min() function in view.

For the value associated with max(Date), the formula is
  • if last() = 0 then [measure] end
For the second day after min(Date), the formula is
  • first() = -1
Whether you have guessed or not, the date that is 5 days from the max(Date) is
  • last() = 5
Below is an example that shows you the relationship between a date range and first()/last().
From the table, you can now figure out the formula for any date in between, as long as you are given the offset from the first or last date.

Click the above image to download the workbook.
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Jake and I collaborated on a dashboard. He told me that he learnt a way to create an in-place help page in Tableau. He first saw it at a conference somewhere and couldn't recall who the speaker was. So I am blogging here about it but the credit goes to somebody else. If anyone knows who the original creator is, leave a comment below.

The key idea is to float a semi transparent worksheet on top of the dashboard, where a help text box is strategically placed on top of each chart. This way, we can explain how to view each chart and what data points are important, etc. This worksheet is collapsible by a show/hide button. 

Below I would like to show how this worksheet can be constructed.

1. Sheet with a single data mark.

  • Double click the empty space in Marks panel and add two single quotes. Make the null pill a text label. This creates a single null mark.
  • Set the view as "Entire View"

2. Create an show/hide button

  • Go to the target dashboard
  • Drag a floating vertical container to the dashboard, making it cover all the area of interest.
  • Drag the Single Null Mark sheet and drop it into the above container. Hide the sheet title.
  • Create an open/close button for the container and place the button at the top-right corner.

3. Add annotations

  • Format the sheet background opacity as 70% in the layout manager             
  • Select area annotations and place them anywhere of interest. 
  • Write help text and format it to highlight important messages.  
  • The text can serve as functional guide and/or insight guide.

Here is an example. Feel free to download the workbook and explore. Click the "i" button at the top-right corner to view the in-place help. 

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