6 Replies Latest reply on Aug 2, 2018 7:04 PM by MICHAEL GOGGIN

    How to set up default views -- filters, essentially -- in dashboards?

    Dan Armstrong

      Hi,

       

      This seems like it should be easy, and my clients (who know nothing about Tableau) certainly assume it is. But after searching the forums and other likely locations, I haven't been able to find a solution.

       

      I'll be rolling out five dashboards shortly and need to ensure that users all start at the same place, seeing the same thing, with the same filters applied and the hierarchies collapsed to the same level. Every time they start up Tableau they should see the same thing, unless of course the data has changed, but it should still be set up in the same way.

       

      I've found answers to more complex questions, but I don't see anything addressing this simple question.

       

      Is it possible? How would I do it?

       

      Thanks very much for any insight into this.

       

      Dan