You have two options, the first one is as you had said before with using the filter option to the latest date:
You can right click and show this filter and that means that when the data is updated, automatically the latest date is checked on every time the user opens the workbook. If a new date has been added to the data source, this will be checked on. I have tested this and use this with my clients and it works, if it doesn't work for you then it might be worth providing us with a sample workbook to see what is causing the issue.
The above is the best option.
The second option is to create a sheet which you can use as a button to select the latest date:
Please see the attached workbook for the second option.
However, the first option does work and the date filter updates automatically whenever the workbook is opened. If it doesn't work for you, we should investigate what is happening and how you've created your workbook.
Date Button.twbx 7.4 MB
Thanks for the explanation . I agree when the workbook is opened or a refresh happens latest date values get added to the filters
however the filter value selection( drop-down selection or radio button check) remains from previous selection). Please see link to get to my
t.public file Tableau Public . If i use a Data Source filter ( for year and for month) and when i place the filters in filter shelf and use the "use all option" only then the latest value is checked ( but that defeats the purpose in the sense that historical selection of dates is now eliminated). The other work-around using "actions" is not very intuitive way of doing it.. and involves educating the end users ( who are technical)
If you see above screenshot 2020 was added the moment i opened the workbook or refreshed the DS however the selection remains the same.( which is the 2019).
When you say data source filters, do you mean adding them into the filters shelf? Because data source filters are actually found here:
When you add in new data, not only does the filter update with the new values, but the latest dates will also be checked on.
From your Tableau Public, I can see that 2020 is now checked on?
After you refreshed your data source, did you delete your cache on the browser? You may want to do this to see the results.
Yes thanks, didn't notice that with cache. That was in T.public, but let me explain the actual scenario:- I have a LIVE connection( to sql server) dashboard with 5 sheets with 2 filters(one for year and month). This is then published to tableau server the idea is whoever logins to the dashboard sees his individual data, to handle this my sql-server table has a column called "Windows_user" which has nearly 100 distinct users.So i created a calculated field(login check)-Boolean ( username()=Windows_user) and pushed it to filter shelf with true value. This is done for all sheets on dashboard to get his/her view. Then to impersonate each login behavior i created a user filter and deleted the set the set that comes with it ( just to get the impersonate drop down icon at bottom right- all tableau users from t.server). This is where i am getting confused when i select "a" from drop down i get a's data and when i select 'b' i get b's data however the filter(month) values are not defaulting to latest date( latest month doesn't change a- has data till Feb and b has data till july) but shows Feb default selection when b logs in meaning i select b from drop down impersonation selector- all of this is happening at Tableau desktop. Is this something after publishing the workbook and after B logins( to tableau server) he is able to validate it at the server level? and then he tells me that month filter is defaulted to latest month ? can i not check this behavior at the desktop level? . Also i added the above calculated field to context filter just to ensure this is the first level of filtering.
Please see below screenshots:- I cannot attach the exact workbook as data is private.
1. I published the entire workbook to the server using LIVE connection
2. Both Month and Year filters have "Lastest date preset " option checked.
Basically i want to understand how i can mimic user B's login behavior wrt filters. Though the data is filtering the way it should
i am not sure if filters change dynamically . My last option is call up individual user and ask them what these default filter values point to..or else is there a better way to do it? Note:- the reason i didn't use user-filter option( set creation) is that there are about 100 users and the only field i can create user filter is on dimension "Windows_login" . Since this is the only field it becomes cumbersome to check 100 times to map user names within user filters selection dialog. Please advice.