Background
A logic to calculate the first Monday of a month is important for several reasons. It may not be the first working day of a month. But often many businesses schedule customized activities that needs to happen on the First Monday of the Month. We may also need to gather key insights from the data generated on the First Monday of the Month. Keeping a logic ready to use and implementing it helps achieve any such scenario when needed.
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Steps to Calculate the First Monday of the Month
The steps to calculate the First Monday of the Month begins with a Calculated Field. So, our developers have delicately crafted a formula in Tableau which will provide the below result. Thus, the below visual shows the Dates which meet the criteria of being the First Monday of a Month. So all dates in your data source pass through this calculation. Accordingly we get the desired dates, the First Mondays of the Months.
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Why Calculate First Monday of a Month
The scenarios where we need to calculate the First Monday of a Month are boundless. We might need to run scheduled jobs in tools like JIRA, ESP, or Atlassian specifically on the First Monday of the Month. Users might need to review critical business reports on the First Mondays of a Month. The logic needs to be robust. The calculations in Tableau needs to be strong. This will ensure we always get the accurate date of the First Monday of a Month in Tableau. The First Monday of a Month Calculation is useful in Columns, in Rows, or a Filter. Moreover, we can use this calculated field in other calculated fields as well. Most workbooks benefit from such a versatile calculated field that always returns the First Monday of a Month.
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