2 Replies Latest reply on Aug 3, 2016 4:10 AM by Sabine Honer

    Issue with worksheet as filter by using actions on dashboard

    Sabine Honer

      Hi All,

       

      I hope you are doing fine.

       

      Unfortunately I can't upload my Tableau file I am working on as it has confidential data in it.

      if it is necessary I will upload a test version here with dummy data.

       

      My issue is as follows:

       

      I have create six worksheets, that I use as filters by using actions on dashboards ( as described here: Creating Filters with Actions on Dashboards | Tableau Software )

      If I don't adjust the actions and I click on a filter other filters will show only available data records.

      But sometimes there are too many action and no data is show for a worksheet that is used as a filter.

       

      I have adjusted the actions, but now the filter displays all entries ( independent on the filter of 1 or more worksheet filters)

       

       

      For example:

      I have worksheets for vendor, category and subcategory.

      Without adjustments if I click on a specific vendor, only the corresponding category and subcategory will be displayed.

      Issue here is, that sometimes worksheet of subcategory doesn't display any entries ( because of actions, that are written to that worksheet).

       

      With adjustements I click on a vendor and all entries for category and subcategory will be displayed.

      Filter will work always as new actions will be added to worksheets.

      But I would like to get only filtered lists ( like as a dependent drop down menu in excel).

       

      Is there any way I could have the filters in a dependent way ( without losing by too many clicks the visibility of their entries)?

       

      In case my task/issue wasn't clear, please let me know.

       

      Best regards

      Sabine