How To Customize Relative Date Filters

 This is a summary of the steps from Chapter 54 of Innovative Tableau How to make better relative date filters

Examples: last 7 days, 30 days, 90 days

Create a Set for each and use the Condition tab to dynamically set the range of dates; e.g. [Order Date] >= TODAY() - 7

Use continuous DAY of Order Date

Create a Relative Date Range Parameter that has the list of strings with the values and display as. Make the values the same as the Set names (not required but convenient)

Create a Relative Date Selection calculated field that will be the Set name based on the value chosen in the Relative Date Range Parameter; e.g. use CASE

Place Relative Date Selection calculated field on the FILTER shelf and choose TRUE

Create Excel sheet with Display and Value columns to use a "control sheet". Connect to Excel data source and create Text sheet; use will click on Display to select the value which must match the values in the parameter.

Create a parameter dashboard action the changes the parameter value based on the user selection


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