Customize Dashboards with Dynamic Default Values

Use dynamic filters and calculated fields to ensure dashboards show the most relevant information the moment a user opens a dashboard.

Required Editions

View supported editions.
User Permissions Needed
To edit Tableau Next dashboards: Tableau Unmetered Platform Analyst or Tableau Next Platform Analyst permission set

To Set a Static Default Value:

  1. Add or edit a dashboard filter.
  2. Click Select Values on the Widget tab.
    Toggle widget
  3. Select your preferred starting values from the menu.
  4. Click Done.

To Set a Dynamic Default Value:

  1. Add or edit a dashboard filter.
  2. Click Select Values.
  3. Select Dynamic (Calculated Field).
    Toggle widget
  4. Click Choose Field and select the calculated field that contains your logic.
  5. Click Done.