Through dashboard actions you can create a filter action that is targeted to filter on the category of whatever is selected.
Thanks John, I don't think Dashboard actions can quite achieve what I'm after because I'd like to use a filter so I can get tableau to produce PDFs automatically for every product (as per Automatically print a single dashboard multiple times based on a filter )
For more context, I am aiming for a "product dashboard" where the user (or server script) selects a single product and the Dashboard shows various worksheets about it, one of which includes a comparison view showing where the product falls within the category. Something a bit like this, but the comparison would show all rows within the category, rather than the single row as it currently does:
There are three sheets and one filter on the dashboard. The filter applies to all sheets. Updated workbook attached.
I can't find a way to make Dashboard actions achieve this? Sorry I didn't explain the challenge very well originally.
I've solved it.
The trick is to duplicate the data source, use that for the filter, and then link the secondary data source on different fields for each worksheet depending on the view you're after.
That way, for the category comparison view, you can just link category, and not product.
When filtering, Tableau finds the individual product you've selected, but as the relationship is on category, this is what the filter applies to:
For views where you wish to view the specific product only, you simply link the product in the secondary data source.
Attached is solved workbook.
Book1-Solved.twbx 17.0 KB