Filter to Latest Date Returning Incorrect Results with Fiscal Year

Published: 02 Dec 2017
Last Modified Date: 04 Dec 2017


When setting a Date with Fiscal Year format, using it as a filter, and checking "Filter to latest date value when workbook is opened", the date prior to the latest date is selected rather than the latest date. 


Tableau Desktop 10.3 -10.4


As a workaround, replace the original fiscal date field with a new one created by a calculation:
  1. Create a new calculated field similar to 

    DATEADD('month', (# of months), [Date Field])

  2. Place this new date field on filter shelf 
  3. Set the new date field to open to latest date when workbook is opened


This behavior is related to a known issue with ID 682208 which is currently under investigation.
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