Any ideas on this?
Anyone? If there's more detail I can give to make it easier, please let me know!
I checked your workbook, and the problem is when you are using the filters in the detail dashboard , those only change the values in detail2 , whereas in detail it comes as the intersection of both the filter and the action ( actually after applying the filter, you can still see the action in the filter bar of detail sheet)
What I did is, in the detail2 sheet, I made the filters to apply to all the sheets, then removed the old filters from the detail dashboard and applied it again. It seems to be giving the correct results now.
I think the problem may have been the sequence in which you applied the filters and the action button, which somehow gave the precedence to the action over the filter. Thus removing and redeploying the filters in the detail dashboard will do the trick.
Hope that helps.
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Actually , when I again went to the master dashboard and went to the details dashboard through action, the problem you were talking about persisted.
However, in your detail dashboard, if you select some sheet and choose the "action ( category , sub-category)" quick filter in dashboard, it will solve your problem. Actually what it is doing now, is overriding and changing the filter values that the action had set earlier.
Thanks so much your insight, made things a good bit clearer!
I am still struggling a bit with it however. In your second response, did you mean that I should instead use the action filter as a quick filter and not use the normal Category quick filter?
What I am saying is,
1. Go to your detail dashboard
2. Select any worksheet
3. In the quick filter option, select the "action ( category , subcategory ) " option
Now any changes you make, you'll be making those changes to the filter that your action in the master dashboard applied. Otherwise, if you use any other filter , then for sheets other than the one from which you applied the filter, it will be the intersection of the new filter and the action filter.
Hope this makes everything clear
And also to add to that, if you want both the category and subcategory filters separately in the detail dashboard, then you should use 2 separate action filters for each of them in the master dashboard ( I think using select instead of menu for the action will be a better idea in that case) , and then use the quick filters to alter the filtering as I described in the post above.
Thanks so much for your help on this! Only getting to properly come back to it now, but the interaction between actions and quick filters is a lot clearer now.
Really appreciate it