3 Replies Latest reply on May 8, 2013 5:16 AM by Mark Holtz

    Dashboard "Add to Filter" Action

    Quinn Schiller

      Is there a clever way to make clicking or using a menu on a dashboard add that item to the custom values list of a different dashboard? For example, if you have a selection on one dashboard and you go to a different one and use a filter action, the filter of the dashboard is replaced with the filter action. I wan to just add the selection to the filter, not replace it.

        • 1. Re: Dashboard "Add to Filter" Action
          Mark Holtz

          Hi Quinn,


          Without any workbook, I'm just guessing at your setup, but as a general rule, you can create a view that will serve as your "filter."

          Just drag the dimension you want to be able to filter by onto the rows shelf of a new view and call that view "filter" or something.

          Then pull that view onto your dashboard and hook up a filter action on the field. (Make sure that field is present in some way on the view you want to be influenced by the filter.)


          Then, the user can hold Ctrl and click to select/deselect any number of choices.

          They can also drag a box around contiguous lines to multi-select.


          Is that what you're after?

          • 2. Re: Dashboard "Add to Filter" Action
            Quinn Schiller

            Not exactly. What if you already have a filter on a sheet, you go to another sheet and you see a data point that you would like to add to that filter. If you use an action, the filter will override the original filter and you lose your original selection.


            I would was wondering if there is a way to just add that point the the filter.

            • 3. Re: Dashboard "Add to Filter" Action
              Mark Holtz

              I don't know of any way to do that "locally on a view" (similarly to the "Keep Only" or "Exclude" option you get from the tooltip pop-up). You can make your filter global and a custom-value list where the user can just notice the new value, then type in part or all of the text and hit enter, then add it to the filter members.