This post describes a solution on how to show sales lines
by category that meet minimum profit
condition based on latest month.
The problem is interesting in that you need to combine multiple
Tableau concepts (Level of Details and Order of Operation) in order to get to
the solution. Many thanks to Shinichiro
Murakami for his helpful contribution to find the solution.
The solution has to meet following two conditions (1) Minimum
Profit Level and (2) Latest month.
First, create a calculated field to filter for the latest
month.
Second, create another calculated field to show profit based
on latest month.
Third, create another calculated field to filter for latest
month profit that meets minimum profit level.
Since we want to show the sales line over a range of Order
Date, this date range should be filtered first before the calculation for
@Latest Month. So add the MONTH(Order
Date) filter to context which will make this filter have a higher order of
operation.
Finally, since we want to show only sales lines that meet
minimum profit condition on latest month, drag @Profit Condition Filter to
Filters pane, change to Exclude Values and select Null. This will exclude sales lines for categories
that don’t meet profit condition and hide those sales lines.
