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Global Default Value Rules

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What

Populate default values in quick filters and parameters with values from centralized rules.

 

Why

It makes it possible to change default values in many dashboards with a single action.

No more regular updates of default values in many many many individual dashboards on Tableau Server.

It is easier to maintain a few global rules than hundreds and even thousands of data sources and workbooks.

 

How

Make it possible to assign globale default rules to data fields (source and workbook level), quick filters, and parameters.

When a quick filter or parameter is assigned a global rule value, it is used to populate defaults when a dashboard is opened.

A default value rule could be a constant, current date, or [first/last] day of [previous/current] [week/month/quarter/year].

It could also be a simple calculation, such as current date - 7, or an advanced data source calculation.

These rules should also be  available  in calculations and filter conditions.

An overview of where rules are applied ought also to be available.

 

Related

Quick filters : Default Value

Dynamic parameters

Dynamic Parameters Update

User-defined metadata automatically assigned

GetSetting Function

Dynamic settings of settings

Storing User Data Variables while doing Complex Calculations

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