Is your data in a single Tableau data source or are there multiple Tableau data sources (i.e. one Tableau data source for the name/account data and another for the account/employees/location data)?
currently we have in 2 different data sources. but if it is not possible to achieve this from different data sources then we can combine it into once data source and use it as a input in Tableau
Hi Amrit ,
we can achieve what you want, first of all we need the master data set. Can you attach your excel file here?
The two excel sample files are the sample data.
you can use that.
With two separate sources or a single source you can build something that would let you click on Amrit and go to the other worksheet, but not the 3 - it’s an artifact of how Tableau’s Filter Actions work. They are great when you want to filter at the same or a coarser granularity, but when you want to filter at a finer granularity (such as the Account in this case) the view gets more complicated to build.
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What you posted is not Excel data, it's simply an HTML table and it not easily copy&pasted into Tableau. Next time please post CSVs or an Excel file of the data to help make it easier for us.
I set up a view using some copied data out of Tableau's CoffeeChain sample data:
Market = Name
Product = Account.
Here's the Market/Product Data:
And the Product data:
Then I built a Market Filter Sheet:
This is more complicated because as I'd previously noted the goal is to filter at a finer grain than the view. Tableau's Filter Actions require that the field used as the origin be present in the origin view, and since Product is a dimension that means it's generating more marks than we actually need. The table calculations are present to reduce the # of marks.
The product view is pretty straightforward. The dashboard is set up with a Filter Action that uses the Product field from the Market Product source as the origin and the Product field in the Product source as the target:
If you were able to combine the sources, you could set up a join on Product between the two that would replicate the Product values, however the Filter Action would remove them from the view. You'd just need to be careful about what to do when no Market was selected.
v9.2 workbook is attached.