Unable to set an overridable dynamic default selection in a Tableau filter that the user can later change. For example, the largest value, the most recent value, today's value, the first value in the list, etc...
The static default is the value set in the filter when the workbook is saved or published, or when the user creates a custom view of a published view. The filter will revert to the static default when the workbook is opened, the published view or custom view is loaded, or the revert button is clicked on the published view.
The ability to set a dynamic default selection in a filter is not currently built into the product.
Depending on the filter type and the use case, the best solution may vary. All options are listed below and demonstrated in the sample Tableau packaged workbook found in the Attachments section of this article.
Starting in Tableau Desktop 2020.1 dynamic parameters allow a calculation to be used as the default value of a parameter. See Create Parameters
Relative date filters will automatically update the dates to the relative range selected, such as yesterday. The user can then change the relative range. For more information, see Create Relative Date Filters
Use Lastest Date Preset feature. The Latest Date Preset feature will update to the most recent date every time the workbook is opened.
Note: this feature is only available for discrete date list filters, and not range of date filters or filters that allow the user to pick a date from a calendar.
Create a parameter where the user can type in a default keyword, such as "yesterday", or any date to filter the view. The "yesterday" value can be set to dynamically return yesterday's date in a calculated field. Please note, this method does not provide the drop-down list of dates or slider, and only one date can be typed into in the parameter.
IF [Enter 'Yesterday' or a Date] = "Yesterday"
THEN TODAY() - 1
ELSE DATE( [Enter 'Yesterday' or a Date] )
END
[Date Conversion] = [Order Date]
Step 1: Create Start and End Date Parameters
Step 2 (Optional): Create a Parameter to Control a Filter
Step 3: Create a Calculated Field to Use as a Filter
[Order Date] >= [Start Date]
AND [Order Date] <= [End Date]
[Choose Filter Range] = "All values"
OR
( [Choose Filter Range] = "Start to End Date"
AND [Order Date] >= [Start Date]
AND [Order Date] <= [End Date]
)
OR
( [Choose Filter Range] = "Last 7 days"
AND [Order Date] > DATEADD('day',-7,TODAY())
AND [Order Date] <= TODAY()
)
OR
( [Choose Filter Range] = "Start Date to Today"
AND [Order Date] >= [Start Date]
AND [Order Date] <= TODAY()
)
OR
( [Choose Filter Range] = "1 Month before End Date"
AND [Order Date] >= DATEADD('month', -1, [End Date])
AND [Order Date] <= [End Date]
)
To voice your support for the inclusion of this enhancement in a future product release, add your vote to the following Salesforce Ideas:
Starting in Tableau Desktop 2018.2, third party extensions can be added to Tableau Dashboards to add increased functionality. Therefore, you may be able to find an extension that provides the desired filter behavior. For more information, see Use Dashboard Extensions and Extensions for Tableau Dashboards to get started.
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