1 Reply Latest reply on Jan 13, 2014 7:09 AM by Jason Scarlett

    Action Filter that targets one dimension (org chart - workbook attached)

    Jason Scarlett

      I have an excel file with the two worksheets below. The idea is to build a dashboard that will display the hierarchy as a table (easy) and beside it, display information about a person next to it when they are 'selected' from the hierarchy table. I can't seem to get the action filter to display/filter only the person selected ... it seems that Tableau is filtering the to the entire row when I select Bob (Sam -- Matt -- Bob) ... and displaying the info for Sam, Matt and Bob all at once.

       

      I've duplicated the "person" dimension in the second table in order to have 3 relationships between the two tables ... I thought I was cleaver, but this may be the source of the problem.

       

      Attached is a twbx to play with. The real data has more levels, and there are 'nulls' as well as duplicates due to reporting structure. There is also more than just a 'title' to display/link.

       

      Jason

       

       

      Person Level 1Person Level 2Person Level 3
      SamMattPat
      SamMattSally
      SamMattBob
      SamMattMike
      SamBarbJim
      SamBarbJoe
      SamBarbJill
      SamBillMary
      SamBillMoe

       

      and

       

      TitlePerson
      CEOSam
      CFOMatt
      CIOBarb
      COOBill
      Clerk 1Pat
      Clerk 2Sally
      Clerk 3Bob
      Clerk 4Mike
      Clerk 5Jim
      Clerk 6Joe
      Clerk 7Jill
      Clerk 8Mary
      Clerk 9Moe