Reset Filter To The Latest Available Date Using A Reset Button

Published: 15 Jun 2020
Last Modified Date: 26 Oct 2022

Question

Reset Filter to the latest available date using a reset button. Example: Clicking on reset filters will choose reset the Year filter to latest year

Environment

Tableau Desktop

Answer

1. On a new sheet (Reset button ), Create a calculated field called Reset label with "reset filters " formula and put it on Text in Marks card.
2. Drag Year(Order Date) on filters and select the latest year
3. Drag Year(Order Date) onto Detail in Marks Card
4. On the dashboard, drag the Main view sheet, Reset button sheet
5. Go to Dashboard -> Actions -> Filter action

In the Add Filter Action dialog, do the following:

For Source Sheets, check only Reset Button
For Run action on, choose Select
For Target Sheets, check all worksheets that have filters that should be resettable
For Clearing the selection will, select Show all values
For Target Filters, choose Selected Fields
Click Add Filter…
In the Add Filter dialog, pick a dimension whose filter should be resettable and click OK
Repeat the above two steps for all filters that should reset when the button is pressed.
Note: there will be a "Missing fields on Reset Button" warning. This warning will not affect the solution and can be ignored.
Click OK twice to close all dialogs

6) Click on the drop down for the Main view sheet, choose filters -> Action(Year(Oder Date))
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