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Filtering to the Most Recent Date


Published: 12 Jun 2013
Last Modified Date: 16 Jun 2017

Question

How to filter the view to always show data for the most recent date in the data set.

Environment

Tableau Desktop

Answer

Option 1:

Upgrade to Tableau Desktop 10.3 to take advantage of Latest Date Presets. See Upgrade Tableau Desktop for more information.

Option 2: 

  1. Select Analysis > Create Calculated Field.
  2. In the Calculated Field dialog box that opens, enter a name for the field.
  3. In the formula field, create a calculated field similar to the following:
    	[Order Date] = {FIXED : MAX([Order Date])}
    
  4. Drag the newly created calculated field from the Measures pane to the Filter shelf.
  5. In the Filter dialog box that opens, select True, and then click OK.
 

Option 3 (if LOD calculations are not possible):

  1. Select Analysis > Create Calculated Field.
  2. In the Calculated Field dialog box that opens, enter a name for the field.
  3. In the formula field, create a calculated field similar to the following and click OK:
    	IF MAX([Order Date])=WINDOW_MAX(MAX([Order Date])) 
    	THEN 'Max Date' 
    	ELSE 'Other'  
    	END
    
  4. Drag the newly created calculated field from the Measures pane to the Filter shelf.
  5. In the Filter dialog box that opens, select max date, and then click OK.

Additional Information

To view these steps in action, see the video below: 
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