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While the easiest thing to do is to combine these into a single workbook with shared filters if possible, you may be able to do what you are after with URL actions. The approach would be to publish your "target" workbook/dashboard, and open it from your Tableau Server. Let's say your URL is http://tableauserver/#/site/Production/views/SalesDashboard. You can pass an action based upon your filtered fields from a given sheet by setting up a dashboard action and using something like the following for your new URL:
This filters your dashboard based upon whatever Regions are currently being filtered upon - make sure you tick the box for "Allow multiple values" unless your filters are all single select.
Thanks for your answer.
My solution need to have separate worksheet because we facing performance issue.
I've tred your solution with URL <> but it does not work
my url below:
is encoded to:
Are there any other options?
Hi Lukasz - in my example I used region as a field that you MIGHT pass. For your purposes, you would need to change the URL action to:
Where FieldName is the name of the field you want to filter on - this is probably the name of the field which you are showing the quick filter for.
I did the same as you wrote. Link works find but unfortunately child dashboard don't get parameter from 1st dashboard
Maybe you did your example within same worksheet?
You need to have the same fields in both data sources or this will not work. Do you have the same field names between workbooks? Can you show a screenshot of the action dialog and how you've set it up?
I'm not sure exactly what this shows me other than the link in text... there is no example of the action you've tried to set up, or the fields you are using.
Pls try on your side with 2 dashboards. It does not work when using similar link like below:
Links points to dashboard but it not change filtered value
I'm not sure what your issue is, as this is a valid way to filter dashboards. The behavior when loading your dashboard is usually indicative of the problem, however. If your dashboard loads but is blank, the value you are passing does not match a value in your target dashboard. If your dashboard loads, but completely unfiltered, this is likely because your field names are different between the workbooks. Tableau does not recognize the field name, thus ignores the URL filter altogether. This can be fixed by using the destination field name in the URL filter instead of the source field name. It would be something like http://tableauserver/#/site/Production/views/SalesDashboard?DestinationFieldName=<FieldName>
I've included 4 screenshots of doing this on my own server:
- One unfiltered screenshot
- One valid filtered with only the Central Region showing
- One invalid URL filter with the word "Region" misspelled. Tableau does not find any column called "Rgion", so it ignores this altogether
- One invalid URL filter with the word "Central" misspelled. Tableau recognizes the column "Region", however, so it filters my dashboard for the Region: "Cntral". This does not exist, so all data is filtered out and the dashboard is blank.
Thanks Ben for your analysis.
I did everything once again based on global_superstore data source. Now it works fine.
What I need to now is to create Link sheet on dashboard which includes 3 selected countries (attached screen below)
Link 1 has been created on separate worksheet as below (Link1 = 'Link 1' )
Do you know how to make url through Link 1 and not by clicking on each country. The goal is to have 3 countries selected on 2nd external dashboard and this has to be done on Links to external dashboards sheet (will have list of all dashboards)
Sorry to jump in here in the middle of a thread.
I just posted this to another thread, and it applied directly here:
I just hacked up an idea that gives you a one-click option to get all the Regions on this sheet.
See attached. In Dashboard1.
I created a duplicate of sheet3. On Sheet3 I edited the action filter to apply to Sheet4. So whatever you see on the actual data sheet (Sjeet3) is also on Sheet 4.
On Sheet4 I added a "master" dimension with one value ("AA") and put it at the front of the Columns shelf. There will always be just one value here on Sheet4, even if there turns out to be multiple continents and regions. Clicking on this one dimension on the sheet selects the whole sheet. And therefore selects all regions.
I added Sheet4 to the dashboard. Sized it as you see here, and covered the data portion of the sheet with a text box. I made the text inside the box white so it doesn't show, and I formatted the text area to be white. It floats over the data portion of the tiny sheet, and all you see is "Click Here" that I left exposed. (I used Alias to change AA to "Click here". You can just make the value of the master dimension calc "Click here".)
Now, one click always gets all Regions. Hyperlink off that.
superstore -- filter URL 3.twbx 1,012.9 KB