KNOWLEDGE BASE

Filter to Latest Date Returning Incorrect Results with Fiscal Year


Published: 02 Dec 2017
Last Modified Date: 27 Aug 2018

Issue

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. 

Environment

Tableau Desktop 10.3 -10.4

Resolution

Option 1

Upgrade to Tableau Desktop 10.5.7, 2018.1.4, 2018.2.0 and later. For more information, see Upgrading Tableau Desktop in Tableau Help.

Option 2

In Tableau Desktop 10.3 - 10.4, 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

Cause

This behavior is related to a known issue (ID: 682208) which has been fixed in recent releases of Tableau Desktop. 
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