How to Create a Trimester Field in Tableau

I have worked with a number of educational institutions, What I’ve found about those institutions, and many other organizations, is that many of them customize the way they track data over time. With a school it might be by trimester, with a restaurant chain it might be by period (there are 13 per year). These types of date fields require customized calculations.

Let’s say we have some student-level information that looks like this:


"Our school" implemented some changes beginning at the second trimester this year and we want to know if average student GPAs are increasing as a result. If we want to break the dates down into buckets that say “Trimester 1”, “Trimester 2” and “Trimester 3” we’d want to create a calculated field like this:


The MONTH() function returns a month number. For instance, April would be 4.

In this case we can see that, sadly, average GPA in our fake school is actually declining.



Need more help? Sign up for an office hour to gets your problems sorted today!