Skip to main content

The behavior required is that when the dashboard is loads, the selected dashboard runs, loads and dynamically sets the derived fiscal year on each respective sheet with a trend graph.

 

The above screen shot is me selecting the year. The desired behavior is when the user opens the workbook/dashboard, it opens, the focus is set to the relative fiscal year minus 1. Assuming today is within fiscal 2020, the selected and set focused is 2019. This behavior is desired for any other user launching the dashboard as the default. After which, the user is then free to choose other fiscal years on the other trending viz.

Is this possible? Any insight is appreciated.

 

Kris

2 answers
  1. Jan 7, 2021, 8:02 PM

    Yes, you can.

    First, identify your latest year by making a calculated field MAXYEAR like this:

    {MAX(YEAR([DateField]))}.

     

    Then, identify your previous year by making a calculated field PRIORYEAR like this:

    DATEDIFF('year',[DateField],[MaxYear])=1

     

    Drag the PRIORYEAR field to the detail shelf.

     

    Under analysis, select Highlighters, then select the PRIORYEAR field in the pop-up.

     

    You will see a drop-down (like a filter) show up. Select TRUE in that drop-down.

     

    I've attached a workbook with the solution, but if you need it in an earlier version of Tableau let me know.

0/9000