Tableau

Automatic max date on filters

Recently I had a request from a client who had some issues with a date filter. The issue was that the client wanted his dashboard to always set the filter to the max date. Easy peasy I thought to myself, we have several ways to see and filter on dates! ”Relative dates” will be able to give us the last X number days/weeks/month/years ect.

The twist: Unfortunately the client did not like the ”Relative dates” filter and wanted to use the ”Range of dates” filter instead and also wanted to see the entire range, plus have the ability to pick specific dates. Here the "Range of dates" filter will give us some issues, as this filter does not move to the max date automatically, when the data source is updated. Instead it will merely stay on the last known date that was set and we have to move the date slider ourselves (see animation):

In order to overcome this, we can, instead of selecting "Range of dates", use the "Special" filter and select "All dates"

As seen in the animation below, this filter option will let us see the entire span on all dates, hence move to the max date automatically.

Note that this option is rather sensitive, meaning if you set the date filter to "All dates" and then play around with the filter, it will change back to a "Range of dates" filter. This, somewhat, makes sense, as we just changed our view from being on all data to just a range of our dates. Therefore we need to change it back to "All dates" if we again want the filter to update automatically. This is very important to keep in mind, especially if you are uploading your dashboard to Tableau server. Make sure you go through your date filters where the max dates should automatically be updated, and set it to "All dates" just before you upload it to the server.


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