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Hi, 

I have a Date filter, Month and year, i am showing the last month filter ex: showing the July 2026 data in Aug 2026 month , meaning previous month, if i use the relative filter as previous month in the filter, will the filter in the date(MY Month) will automatically change when month is changed ?? using this relative filter previous month automatically change the filter value in the next month, ex: Sep, it will automatically select the aug 2026 data when month starts. Anyone please clarify, Thanks 

Last month default to dashboard and month filter has to be changed automatically

 

 

 

#Tableau Desktop & Web Authoring  #Reports & Dashboards  #Tableau  #Formulas  #Tableau Prep

3 respuestas
  1. Hoy, 0:32

    This can be done by creating the below calculation, using LOOKUP() function:This can be done by creating the below calculation, using LOOKUP() function:For now, both July and August are in the view just so you can see that July's data for Quantity now lives in August's 'date'For now, both July and August are in the view just so you can see that July's data for Quantity now lives in August's 'date', as shown above.  But, we don't want to have to select two month's data at a time and yet, two month's of data MUST be in the view. somehow.  Screenshot 2026-08-07 at 5.18.22 PM.png

     

    So, we then change the Order Date filter that you originally had into again, a Relative Date filter, again displaying only most recent two months, as I did before:

    Screenshot 2026-08-07 at 5.19.54 PM.png

     

    Then, the question remains, how to show just the current month, but only with last month's data in the current month.  Again, another filter.  BTW, both of these are Table Calculations, so certain fields must be in the view somewhere in order for them to all function correctly and display correctly.  The new calculation will now filter the above result to only the last row in the view:

    Screenshot 2026-08-07 at 5.20.33 PM.pngIt is placed onto the Filters Card and in the dialog that pops up, it is set to TRUE.  So that you end up with a single row of data displaying the most current month's 'date' with the prior months 'data':Screenshot 2026-08-07 at 5.20.58 PM.pngExample workbook attached.  Again, these are table calculations, meaning they can be challenging to work with.  So, if you add additional dimensions, certain settings might need to be adjusted depending on what you end up actually doing with this method - that is accomplished by right-clicking the table calculation in the view and selecting Edit Table Calculation.

      

     

    As to it being automatic and adjusting for next month, it should based on the Relative Date filter..it would automatically adjust to September and pick up August's data. And so on. 

     

    If this response answered your question, please mark it as an Accepted Answer? 

    This way, others searching for similar solutions will find the answer faster in the future.

     

    Best, Don Wise (Tableau Ambassador)

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Hello, 

 

I have edited alias for some of the fields, but they dont not reflect correctly in the dashboard. 

For example: 

This is the customer tier field with edited alias  

 

Alias Issue - does not reflect current one

However, the customer field result still reflects to the old entry before I edit alias 

 

image.png

After further review: The select a Dimension field does not update 

 

image.png

 

How to fix the BCG - Select a Dimension to reflect the current Customer field that I just edited alias? 

I dont have the excel (raw) data with me, unfortunately. 

 

 

 

#Tableau Desktop & Web Authoring

3 respuestas
  1. 7 ago, 15:04

    @Javier Sutanto

     

    Javier, unfortunatelly the aliases are not passed to the calculated fields, so you would need to edit the alias in your calculated field:

    Javier, unfortunatelly the aliases are not passed to the calculated fields, so you would need to edit the alias in your calculated field: Your best option, is to create a customer* field:CASE [Custome

     

    Your best option, is to create a customer* field:

    CASE [Customer]

    WHEN "Albertsons" THEN "Classic Member"

    WHEN "BevMo!" THEN "Plus Member"

    WHEN "Kroger" THEN "Premier Member"

    WHEN "Safeway" THEN "Non-Member"

    WHEN "Target" THEN "Digital Self-Service Buyer"

    WHEN "Walmart" THEN "Advisor-Assited Client"

    ELSE [Customer]

    END

    Then replace references: 

     

    image.png

     

    image.png

     

    and finally you are good to go: 

     

    image.png

     

    If this post resolves the question, would you be so kind to "Accept this Answer"?. This will help other users find the same answer/resolution and help community keep track of answered questions. Thank you. 

     

    Regards, 

     

    Diego Martinez 

    Tableau Visionary and Tableau Ambassador  

     

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I'm trying to setup a dashboard that will allow users to click through names from the Customer List sheet and have the map on the right side update to show that Customer which I've done successfully through Paramter Action and a calculated field.  I also added a filter for Customer Name from this sheet.  If the user selects only one customer in the filter, I want the map to automatically go to that customer instead of the user still having to click on the Customer Name in the listing sheet to trigger the Parameter Action. 

 

 

Combining Filter and Parameter to Update Map

 

 

 

#Tableau Desktop & Web Authoring

1 respuesta
  1. Ayer, 13:33

    I think you can do that without a parameter action. Just use a global filter on customer name so the map only shows the selected customers. Then add a dashboard filter action so when you click on one or more customers in the filtered list, the map is filtered. TWBX attached. 

    I think you can do that without a parameter action. Just use a global filter on customer name so the map only shows the selected customers.

     

    image.png

     

     

     

     

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2 respuestas
  1. Ayer, 6:35

    Hi @Himal Singh

    If your data is truly public and the dashboard can be published for anyone to see, you can use Tableau Public. This service does not have any kind of authentication, so anything published (reports and datasoources) can be accessed by anyone. 

     

     

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Custom label formatting was set in Tableau desktop, but it was not displayed correctly. For example, in the following example file, a triangle symbol is set in a certain field format, which can be displayed correctly when hovering over the mouse, but it is not displayed by default. 

The custom format of the label is not displayed correctly

 

My computer system is Windows 11, and the Tableau desktop version is 2026.2.1. 

222.png

Publishing to Tableau Public can display normally. This indicates that the custom settings in Tableau desktop are correct, but not displayed correctly. 

333.png

 

 

 

#Tableau Desktop & Web Authoring

1 respuesta
  1. Ayer, 6:35

    It may be an issue with the colored symbols. The default black symbols are visible though.It may be an issue with the colored symbols. The default black symbols are visible though.

     

     

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Hi, 

 

I'd like to raise a client feedback regarding Tableau's native multi-select filter behavior where user is expecting like Excel, where you can search for a value and immediately select it without having to deselect "All" first. 

 

Scenario is In a Multi-Select Filter where all values are selected by default, when a user enters a keyword into the search box, for example "Ada", Tableau narrows the list of displayed values but retains the All selection state.

Tableau Multi-Select Filter Search

The user must then first deselect All before selecting the desired values. 

 

The client's view is that the search box gives the impression that they are beginning a filtering action, similar to Excel. As a result, users expect to be able to search for a value and immediately select it. 

 

We have given the client several options based on the current capability of tableau:

  • Wildcard filter
  • Single value dropdown
  • Multi-value custom list

All of which the client has said does not resolve his original concern. 

 

I understand this appears to be Tableau's intended behavior rather than a defect, I'm unable to find any official Tableau documentation that explains the rationale behind it.

 

If anyone could share/advise any documented explanation or product guidance on:

  • Why the search box only narrows the displayed values rather than updating the selection itself
  • The design rationale behind requiring users to deselect All before selecting a subset of values

 

Thanks 

 

#Tableau Desktop & Web Authoring  #Tableau Server  #Reports & Dashboards

3 respuestas
  1. Ayer, 17:19

    I understand, so you could create an underlying text box that essentially says 'Start by filtering in the filter selection pane to the right' and/or have a distinct starting value that is always selected as a starting point.   

     

    We don't know what you're actually working with, but those would be some options to consider.  If you have the link to the idea, could you post it in this thread so that others can upvote it? 

     

    If this response answered your question, please mark it as an Accepted Answer? 

    This way, others searching for similar solutions will find the answer faster in the future.

     

    Best, Don Wise (Tableau Ambassador)

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I have a use case on priority where I am facing issue while downloading an excel file from Tableau Cloud. I am creating some manual sheets and attaching them in the dashboard as a header. Below a particular header, I have 3 sub-headers. When I download the excel, the manually added sheets are not appearing properly as shown in my dashboard because it is added manually so it is not coming in excel, but I tried by adding the created fields in the sheet I am downloading but still it is not coming in a way I want.  Suggest me some possible ways to achieve it.    Regards,  Abhishek Tiwari   

3 respuestas
  1. Ayer, 14:30

     You might also be able to apply the method of renaming the dimension to your desired export name using "Rename." 

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 Hi, 

Could you please give me a

hint

on how to center (if possible) all values in the table? 

I want to

align them all vertically. Right now it depends on

the width of the numbers. 

I know it's not strictly a table as it's continuous, but it must stay as is  

 

#Tableau Desktop & Web Authoring  #Trailhead  #Salesforce

2 respuestas
  1. Ayer, 13:55

     I understand that your goal is to align the "▼" or "▲" symbols vertically.

    While I am not sure if this completely meets all your requirements, here is a method you can try:

    1.  Create separate calculated fields for the values before and after the symbol
    • Example 1 (For Numerical Value): A calculation that displays -33.0
    • Example 2 (For Symbol & Rate): A calculation that displays ▼-7.3%

    2. Split the placeholder into two fixed values

    Create two dummy fields with slightly shifted X-axis coordinates to separate the position of the "Numerical Value" and the "▼ Growth Rate".

    • Example 1 (For Numerical Value): placeholder_1 $\rightarrow$ Formula: 0
    • Example 2 (For Symbol & Rate): placeholder_2 $\rightarrow$ Formula: 0.2 (or a slightly larger value like 1 to place it on the right)

    Place both on the Columns shelf as a Dual Axis:

    Place AVG(placeholder_1) and AVG(placeholder_2) side-by-side on the Columns shelf, then set the second one to Dual Axis.

    Edit both axes and set a Fixed Range (e.g., -1 to 1).

     (Note: Using SUM on the Columns shelf can cause positions to shift depending on data row counts, so AVG is recommended. Changing placeholder to AVG only controls the layout position and will not affect the actual values displayed in your text marks.

    3. Adjust the layout (text alignment) on each Marks Card

    • placeholder_1 (Left Axis / Numerical Value):
      • Place only the "Numerical Value" into the Text mark.
      • Set alignment to Right (so numbers expand to the left).
    • placeholder_2 (Right Axis / Symbol & Rate):
      • Place only the "▲/▼ Growth Rate" into the Text mark (do not include the numerical value).
      • Set alignment to Left (so "▼" starts at the fixed 0.2 line and expands to the right).

    If the text overlaps at 0.2, please adjust the dummy value as needed. Note that changing the value might automatically reset the fixed axis range back to "Automatic," so if that happens, please re-edit the axis range to "Fixed." 

     In my test, setting placeholder_2 to 

    1.1 and fixing the axis range from -1 to 2

     worked very well.   

     

    I understand that your goal is to align the

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 I am using a dynamic axis title controlled by a parameter (e.g., QTD, YTD) along with a subtitle (e.g., Actual, Prior, Growth). While it displays correctly in the default, unfiltered view, an issue occurs after publishing to Tableau Server version 2026.2.2 (20262.26.0625.1400). 

 

Specifically, the subtitle disappears under two conditions: 

 

When a user applies a filter. 

 

When a user with restricted access (Row-Level Security) views the dashboard. 

 

Under these conditions, only the main axis title is visible, and the subtitle is entirely missing. 

 

Axis subtitle disappears when filters or RLS are applied.

 

Filters or RLS applied.

Screenshot 2026-07-13 085908.png

  I am utilizing the MIN(0) dual-axis workaround. Could this setup be causing the rendering bug?  

 

Screenshot 2026-07-13 091706.png

 

 

 

#Tableau Server

1 respuesta
  1. 26 jul, 15:42

    Hi Danh, 

     

    Good catch mentioning the MIN(0) workaround — that's likely the real cause here, not a Server bug. 

     

    Why it happens: With MIN(0), the subtitle is just a text label on a hidden dummy mark, not a true axis property. If a filter or RLS reduces the data for that pane to zero rows (or the underlying calc returns NULL), Tableau simply has nothing to plot — so the label silently disappears. Your main title stays because it's likely a straight parameter reference, not dependent on a mark being drawn.

    Common triggers:

    • The subtitle calc (Actual/Prior/Growth) returns NULL once rows are filtered/RLS-restricted
    • RLS often behaves like a context filter, which can affect even FIXED LOD calcs
    • "Growth" especially needs a prior period — if that period gets filtered out, there's nothing to compare

    How to confirm:

    Reproduce the same filter/RLS condition in Desktop. If the subtitle disappears there too, it confirms it's a data issue, not a Server rendering bug. 

     

    Fixes to try:

    1. Wrap the subtitle calc in ZN()/IFNULL() so it always returns a value
    2. Check if your filters/RLS are set as context filters — this can break FIXED LOD assumptions
    3. Make sure the field driving the MIN(0) mark always has at least one row, regardless of filter/RLS state
    4. Alternatively, skip MIN(0) and insert the calculated field directly into the worksheet title — titles aren't tied to marks being drawn, so this failure mode goes away entirely

    Try it in Desktop first — that'll tell you which fix is needed.

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 I have installed Tableau version 2024.3 and placed the esri-jdbc-driver-0.76.0.jar file inside the Tableau Drivers folder. Even with an active Esri account and the correct driver in place, I am unable to connect to the URL and receive error code FAB9A2C5

. Please let me know how to fix this.  

 

#Tableau Desktop & Web Authoring

1 respuesta
  1. 4 ago, 18:47

    @shweta jadhav this question/post has been asked before on the Slack Channel for Tableau.  As already recommended, please contact Support and file a support case for resolution.  This is not immediately resolvable. Open a Support Case:  Submit a case

     

     

    If this response answered your question, please mark it as an Accepted Answer? 

    This way, others searching for similar solutions will find the answer faster in the future.

     

    Best, Don Wise (Tableau Ambassador)

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