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1. Re: How to set up default views -- filters, essentially -- in dashboards?
2 of 2 people found this helpfulEverything is the same by default. Once you publish a dashboard with a filter on, it stays on when any viewer opens it on Online or Server.
If for some reason it isn't for you, check out query string parameters: Filtering Views using URL Parameters | Tableau Software
With query strings, you can specify which filters and parameters are on with a change to the URL.
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2. Re: How to set up default views -- filters, essentially -- in dashboards?
Hey. Chicago. I'll be there next week. In Hyde Park, down south.
The link to the parameters URL article looks useful. Basically, I need to create parameters to set the filters and hierarchies and give this URL to the users so that they always go to the default view. I guess this means that they won't be able to set up their own default views. That's OK.
Let me look into this and see if it works for me. Thanks, Matt. Go Cubs.
Dan
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3. Re: How to set up default views -- filters, essentially -- in dashboards?
Top! Glad I could help.
Yeah I heard Cubs are doing well! Have a fun trip!
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4. Re: How to set up default views -- filters, essentially -- in dashboards?
Dan,
Not sure if you got enough information or not, but I'll stick this here at least for posterity.
Your original post didn't specify, but if you are using Tableau Server as Matt has assumed, then the state in which you upload the Tableau workbook to Server will be the "default" state of the workbook.
Perhaps aggravatingly, this state won't even change if the data changes (unless you are using "Use All" for your filters."
A common complaint is that date filters do not automatically update to reflect the latest date available in the data, after a refresh.
Also, Server Users can create custom views to quickly navigate to their bundle of filter and parameter changes as described in this help article: Save Custom Views
If you are distributing using Tableau Reader, I assume Reader views the workbook in the state it is saved.
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5. Re: How to set up default views -- filters, essentially -- in dashboards?
Mark, sorry I didn't acknowledge your response. Just saw it now. I ended up addressing the problem in exactly the way you described: saving the worksheets in exactly the way I wanted them to appear when users opened them. Yes, I'm using server. Thanks for your answer.
Dan