5 Replies Latest reply on Jun 1, 2016 4:09 AM by Rohan Malusare

Hierarchy Action Filters

Michael Lang Jun 1, 2016 12:48 AM

Hi All,

I have a question to the action filters:

Following procedure (I use superstore): I have a dashboard with landscape with the states of USA. When you click on a state (e.g. California), you are moved to another dashboard via action filter, where you can see the Profit per Category for California.

When you select a category (e.g. Technology) on that second dashboard, you are moved to a third dashboard with the sub-categories. What happens now, is that I geht the profit for sub-categories of the selected "Technology", but the profit is not more related to California but to the all United States. So the first filter is lost.

Perhaps the fault is on my side. I tried a lot to solve it, played with the action filters, but I have no more ideas now.

Is somebody able to help me?

Dashboard is attached (go from Landscape --> Category --> Subcategory --> Product)

Thanks

Michael

Actions_Hierarchy_test.twbx 1.3 MB

1. Re: Hierarchy Action Filters

Bassem Khalil Jun 1, 2016 2:17 AM (in response to Michael Lang)
Hello Michael,

First of all, thank you for the workbook...I love questions with workbooks! Faster to solve

Second, I guess I solved your problem. You just have to include the state in the category sheet and then hide it by deselecting show header (right click on the state pill). That way your action carries the state selection into the sub-category dashboard.
I have included the state in the tooltip also to validate.

As a side note, if you publish this to tableau public, each time you click and the action takes place, your browser will create a new tab for the next dashboard, so you lose your sense of Hierarchy/flow.

Hope this helps!

Actions_Hierarchy_test.twbx 1.3 MB

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2. Re: Hierarchy Action Filters

Rohan Malusare Jun 1, 2016 2:28 AM (in response to Michael Lang)
Hi Michael,

Please check the attached sample workbook.

Thanks and regards,
Rohan Malusare.

Actions_Hierarchy_test.twbx 542.9 KB

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3. Re: Hierarchy Action Filters

Michael Lang Jun 1, 2016 3:27 AM (in response to Rohan Malusare)

Hi Rohan Malusare and Bassem Khalil,
Thank you for your really quick answer and your support. You both had the same idea and it works as well. You are totally right: If I don't add the state to the sheets, the action filter cannot work correctly.

Thanks again!
Michael
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4. Re: Hierarchy Action Filters

Bassem Khalil Jun 1, 2016 3:49 AM (in response to Michael Lang)

You are most welcome!

B
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5. Re: Hierarchy Action Filters

Rohan Malusare Jun 1, 2016 4:09 AM (in response to Michael Lang)

Rightly said Mr.Michael Lang
Most welcome.
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