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if I use load functions to find max(load_date) and put them in filter
then I am not able to select historical dates.
Is there any way to get this done in Tableau 9.3/10 ?
The short answer is: "No"
A longer answer is: "I have seen many questions about dynamic default values, but never a solution."
The best answer: "Influence Tableau to put higher priority on this issue."
This can be done by up-voting and sharing helpful comments in ideas:
1871 Dynamic parameters
If you create a calculated field to convert your date to a string then you can set default to latest similar as:
if datetrunc('day', [load date]) = [LOD MAX Load Datetrunc] then 'Latest' else str([load date]) end
I totally agree that this is a pain, and I voted for all ideas that I found on this.
However, here is what I did that helped me in some cases:
I put my date field (named "debut du traitement") in the filter area.
I switched the date to discrete.
I modified the filter, selecting "all values", then "First" (I am not sure of the term since I use a french version)
and First on the date ("debut du traitement") and MAX.
By doing this, my sheet is always filtered on the last value in the database, and the quick filter is still usable with all the dates
Since these dates include hours, min, ss, this also works when I format the date as Year Month Day.
I hope it will help.