Can you post a packaged workbook, please? I think I understand your issue, but without a workbook, its very difficult to help you address the problem. You could mock one up pretty quickly using sample data.
What do you expect to happen when a customer is selected on the overview? If you can mock up what you are expecting to occur, and post a workbook, it should be fairly simple to get you some help.
Are you expecting to select the customer on the first tab, and have it filter all tabs, but stay on the first tab instead of moving to another? If so, why not use a quick filter instead of an action filter?
I may not clearly understand the issue--in that case, a packaged workbook will help
I have faced same kind of issue before...I wanted to use polygon maps as a filter and didn't want to filter the map. I also felt that dropdown filter for cities would be nice.
So I added action filter so that map would filter other sheets on same dashboard. Then I clicked one of the sheets and added quick filter "action city" and applied it to all sheets using same source. So when I clicked the map or used dropdown filter I had a same effect and selected city kept same from dashboard to dashboard.
I have attached a packaged workbook with an example. I am expecting to select the customer on the first tab and have it filter all tabs but have it stay on the first tab.
I didn't use the quick filter because in the past I have seen performance issues. Maybe with v8 that has been addressed. So if I use a quick filter (that applies to all tabs) will that negate this issue?
Yes, it should, and in most cases, I don't think performance will be a problem. I've only ever used version 8, but I do believe there were some improvements related to this.
How about something like the attached? I have two separate actions--one for when you select the SITE_ID (filters current dashboard), then another menu action so you can hover over any spot and navigate to sheet 2. I don't think its possible to do this all with one action filter, since setting an action filter with Dashboard 2 as the target will always take you to Dashboard 2 as a result.
Ville: He wants to apply that filter to Dashboard 2 as well. I believe we are operating on the same train of thought, but a second filter would be needed to filter Dashboard 2, or at least that is the solution I envisioned. I set that up in the attachment above.
Matthew, It's is applied. If I uploaded correct workbook :-)
I see; I didn't realize you could set up the filtering for the additional sheet while staying on Dashboard 1. I don't understand how it knows NOT to transfer you to the second dashboard in your example. Is it because you've added a quick filter as well, which is responding to the action, and is subsequently applied to all sheets?
Always better to have many different solutions, that is what makes this forum great. 5 other people might have 5 other ways to accomplish the same thing
Matthew, so I set action filter only for dashboard one. After that I was able to add that action as a quick filter and also make it global. This is useful if you have only two data sources because you can filter both of them. That sounded too good so I checked it :-)
That's why I'm also here because it is nice to read what other's have made and learn from them
I see. This really is a great place to learn and stay inspired. Cheers.
I tried out your instructions in a case where there are multiple data sources involved and I couldn't get them to work, would you be willing to take a look? Here's the post: Apply Filter Action to multiple dashboards and keep focus in original dashboard.