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Tableau: How to Filter Dates While Calculating % Difference

Updated: May 13, 2021

Filters can cause problems when using table calculations in Tableau. Here's a trick to use a filter while also using table calculations. We'll use the lookup function to force the filter to be applied after all other calculations.







Step 1:

Build a line chart using Month([Date]) and sum([Sales])




Step 2:

Copy the sales pill, and add a quick table calculation; Percent Difference





Step 3:

Add a filter for the year 2020 only. The data is now filtered to 2020, but January is missing a percent difference value. The table calculation will not work when data is filtered out.