4 of 4 people found this helpful
Hi Vikash - I think there is no direct way within tableau to have 'Apply' button for all filters at once.
But you can get something similar functionality using Automatic update button on top of each tab/dashboard in server.
Similar to how you have 'Pause auto updates' button in desktop.
Good News !! There is indeed a way out in Tableau Desktop.
I had similar requirement, a few days ago.
Try this workbook attached here.
Try This Global Filter !.twbx 474.2 KB
3 of 3 people found this helpful
This Global Apply Button won't work, if you enable "Run on single select only" checkbox on the "Edit Filter Action" dialog box.
Be sure to DISABLE this checkbox & the filter will work fine.
Rahul - Not sure if am missing something here. I tried to select 'All' in each filter and clicked 'Apply' button. I do not see any change in the data.
1 of 1 people found this helpful
Please download the updated workbook.
Alright. Now the data is changing. But I have to click 'Apply' button TWICE for data to change. So is that why the caveat this would not work if 'Run on single select only' is selected ?
1 of 1 people found this helpful
You are correct, filter won't work if you enabled 'Run on single select only'
That explains why you need to click TWICE.
Thanks a lot Rahul and Monaj for your inputs. If not 100%, this is at least 95% close to what I was looking for. Appreciate your inputs..
2 of 2 people found this helpful
I am sure your requirement is fulfilled as per the description from the initial post.
What do you mean by that remaining 5% then? What more are you looking for?
I too am trying to create this function.
I have a dumb question. I cannot create a Dynamic SET like what you have.
When I create them they are constant or if I create a set off the a Dimensions I cannot select multiple fields.
Action (Globbal Filter)
Action (Product Category,Product Sub-Category, State or Province)
Any help you could give me to get this function running would be a tremendous help!
I did not create those Dynamic Sets. They came in to existence automatically when I made a Dashboard Action.
Anyway pls see this workbook (devoid of any sets) coz, Now my Dashboard Action has "Target Filters" -> "All Fields"
hope this helps,
Try This Global Filter (2) !.twbx 387.3 KB
Thank you I will give this a try and see if I can figure out what I am doing wrong.
Worked Like a charm, thank you very much!
This is a post by one of the community member . please look at this workbook and check whether it will solve your problem or not.
A workaround for applying all the filters at once would be by using action filter.
- Create a calculated field which basically is a string "Apply"
- Create a sheet and place Apply on the row shelf, make this string look like a button that a user can click on
- Place all fields that are used as filter on this sheet, make sure these are the filters shown on the dashboard and not from any of the other sheets.
- Now place this sheet on the dashboard and show all of the filters.
- Create an action filter from the apply sheet to all the sheets on the dashboard.
So now when the filters are selected the apply sheet is affected and then when the apply sheet is clicked the action filter affects the rest of the sheets on the dashboard.
Attached is a sample workbook with this functionality.
Hope this helps
You can use this thread for more ideas: http://community.tableau.com/thread/124357
Apply button.twbx 1.5 MB
I have downloaded the above workbook and replicated it in my dashboard, but unless I add the various filter categories to the rows shelf in the Apply button worksheet, it does not filter the data on the dashboard. I see in the example that "Order ID" is added to the details mark. I've tried adding a measure to the Apply button worksheet but it doesn't seem to make a difference. I did not need the measure added when the filter categories were on the rows shelf for it to work. The issue with adding the filters to the rows sheet is it causes formatting issues for the "button".
Can anyone help explain what needs to be on the "Apply" worksheet for this to work correctly? And is this solution scalable? Sample data sets are great but if the solution doesn't scale to more complex data sets, I need to know so I stop investing time in it.
Also, to the developers, a Pause and Unpause button is not an acceptable end-user solution. It would be really great if this functionality "universal" apply filters button could be added as an enhancement.