3 Replies Latest reply on Mar 1, 2016 11:49 AM by Kent Sloan

    Set filter based on parameter

    john.sadloske

      Attached is an example dashboard using the superstore dataset with two sheets:

      • Sheet 1 is a map of sum of sales
      • Sheet 2 is the sum of sales by Selected Dimension. This is a calculated field based on the parameter Dimension. I have also set up this sheet to act as
        a filter. If you set the Dimension parameter to Segment and then click on Corporate, the map will filter.

       

      My question is can I make the Segment filter on the right also select the value of Corporate and retain that value when I change the Dimension parameter to Region? If I had
      used the Segment dimension directly, I believe I can do this with an action filter. However, how do I do this when the dimension is selected based on the parameter value?

        • 1. Re: Set filter based on parameter
          Kent Sloan

          Hi John,

           

          If I understand your question you want to be able to select Corporate for example from sheet 2 filter the map below then when you change the dimension shown to region with the parameter retain the filter for corporate. So trying to retain action filters instead of using the quick filter on the right side.

           

          The short answer is you can't and I think that is a good thing. Retaining action filters in a view with no visual indication of what is filtering the chart could quickly lead to confusion. So you would either need to display both sheets to allow for an action filter that uses a combination of segment and region or use parameters/filters to restrict the view with the options listed at all times.

           

          A slightly more complicated option is to force the user to first select a segment then pick from a list of regions. In the attached workbook I have set this up and use an action filter to hide the second list until a selection has been made. Changing the Dimension in the parameter now changes the selection order. I believe this is close to the functionality you are looking for.

           

          Thanks,

          Kent

          • 2. Re: Set filter based on parameter
            john.sadloske

            When I select Corporate from sheet 2, I want the quick filter on the right to also automatically select Corporate. If I had 10 dimension/parameter options, I would have to scan the list of quick filters on the right to find the one that corresponds to Segment and then select corporate. Clicking corporate on the sheet is an alternative. I suspect this cannot be done (at least easily), but would like someone to confirm.

            • 3. Re: Set filter based on parameter
              Kent Sloan

              If you have 10+ options you should just list them out as filters. Once I start trying to add more than 5 filters though I try to take a step back and rethink what I am trying to do with the dashboard. Using only relevant values might make some of the lists easier to read but could slow down the dashboard.