1 Reply Latest reply on Jan 28, 2014 1:35 PM by Eric Howard

    Tableau Server - Quick filter default behavior

    Jason Wilson

      In Tableau Server (8.1), by default do quick filters remember what the user selected last time when they browse back to the same view later?  If so, is that stored on the users computer as cookie or something, or is stored on the tableau server itself?

       

      Also, can you specify default values (say a continuous date range that defaults to last 2 weeks) then let the user adjust that range if desired?  Same for a multi-select drop down of say character/text based type values?

        • 1. Re: Tableau Server - Quick filter default behavior
          Eric Howard

          It depends on how they navigate back to the view.  If they browse to the view, then change a quick filter, then go back to the tableau content screen and pull the view up again, it will not reflect the changes the user made.

           

          but you will notice in Tableau Server 8.1 that when a view is loaded a session number is appended to the URL, like this:

           

           

          http://localhost/views/BusinessDashboard/AreaSalesPerformance#1

           

          If you take that view's URL including the session id (#1) and paste it into a browser, the quickfilter changes will be reflected.

           

          There is also a "Remember my changes" option on views in Tableau Server that creates a custom URL to keep changes to quick filters and such.

           

          If you set a date range filter or multiple select list filter to the desired default(s) and then publish the view to Tableau Server, the filter will remain as configured when a user loads the view.  Making this adjustable to the user is as simple as making the filter a quick filter.