Automatically Filter by Latest Date

Did you know you can automatically set up your dashboard to filter by the latest date in your data set? Follow the below steps to do so.


First place the Date onto your Filters Card. Select the default.

Next right-click on this pill and ensure the following are selected;

  • Exact Date

  • Discrete


Next right-click to edit the filter.

On the Filter pop-up menu, check the box at the bottom for Filter to latest date value when workbook is opened.

Then click OK.



Now whenever the worksheet is viewed, it will automatically be filtered by the latest date.

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