20 January 2017
I came across this tip when trying to answer a question for a client related to dashboard actions.Suppose you wanted to use a worksheet as a filter on your dashboard, so below I want the bars to filter the map, but I also want the bar chart to show only what I have selected.Initial dashboard
Required result
If you set up a dashboard filter action like below
You may think that selecting Sheet 1 in the Target Sheets section will have the desired effect, but it doesn’t, you get the result below
Which isn’t exactly what we want. Therefore I am going to add another dashboard filter action, setting it up exactly as before, except in the Target Sheet section I am going to change the drop down to show “Sheet 1” instead of “Dashboard 1”.
Now when I click on the bar chart I get the required result
We can also select multiple bars and get the same results.
Here is a link to the workbook if you want to see how it was set up - https://public.tableau.com/profile/andrew.pick#!/vizhome/DashboardActions_5/Dashboard1
Required result
If you set up a dashboard filter action like below
You may think that selecting Sheet 1 in the Target Sheets section will have the desired effect, but it doesn’t, you get the result below
Which isn’t exactly what we want. Therefore I am going to add another dashboard filter action, setting it up exactly as before, except in the Target Sheet section I am going to change the drop down to show “Sheet 1” instead of “Dashboard 1”.
Now when I click on the bar chart I get the required result
We can also select multiple bars and get the same results.
Here is a link to the workbook if you want to see how it was set up - https://public.tableau.com/profile/andrew.pick#!/vizhome/DashboardActions_5/Dashboard1