Firstly, many thanks for such a clear explanation of your problem, and for attaching an example workbook....make such a difference.
So if you look at the attached I've amended the actions, to get the behaviour (I think) you are after....
So on the first action is now
So this passes the Category and Month to both Distribution and All Orders (with an exclude on deselection, so it collapses)
I then created a second action as per the below
So this one sends the Ship mode to the All Orders...but All Orders has also (from the 1st action) been sent the Month and Category....so we get the behaviour we want.
Hopefully, I've understood what you need, and the attached does the trick (and makes sense), but let me know if not.
TC - action filter - SR.twbx 1.2 MB
Thanks for the super quick response Simon Runc!
Unfortunately it wasn't quite the solution I was after (I did provide as clear an explanation that you thought ).
But I did manage to solve it sort of (I don't know why i didn't manage this when first trying, I'm sure I tried the solution I have now before...). In the attached workbook I just brought in "Customer Name" on details on the left hand side "Distribution (Customer detail)" sheet, and then if I click the "Ship mode" header, e.g. "Second class" a new action filter will filter the "All orders #2" sheet to show all orders for the customers selected. It's a basic solution, and I don't know why it didn't work with my data yesterday (it just timed out when selecting a whole category and not a single customer). Ideally I would like to get the same using the right hand side "Distribution" sheet (i.e. without splitting the bars by customer name). That I haven't figured out, and that was also what I was trying to ask...
Another question, I'm also trying to use the action filter values passed from the timeline sheet in the title of the "Distribution" sheets, but I just get Null values. Does it require "Category" and/or the time dimension to be in the "Distribution" sheet to work?
So yes even with the best explanation, getting across the fine-tune detail of how you want an action to work is never an exact science...
So can check my understanding...
A user selects a month from the time-series (after choosing a single category from the category filter)? would they only ever select a single month?
Once this is selected it brings up the Distribution Bar chart, which shows Ship-mode, just for the selected month/category
By Clicking on a Ship Mode bar, they should then see all customer details, for the selected Month and Category and Shop-Mode
Is that correct?...as your current one, seems to show all categories in the customer detail viz, but highlights the selected category? and shows all ship-modes? and has no filter on month
btw whatever the response to the above, it should all be possible, without having customer in the detail of the distribution bar charts.
Also the answers to above (mainly around if a user can select multiple months, ship-modes...etc.) will determine the best way of getting the chart titles to update dynamically.
I guess it's conceivable that a user selects one or more months/weeks/points on the time line, but usually only one. The current one does exactly what I would like it to do (it makes a bit more sense with my real data), except that it doesn't have a single bar for each ship mode (now it's stacked by Customer name). The highlighting of the selected Category was also something I was trying out to see if it would work as a way to remember the context the user started out drilling down in the data.
So basically I would like for the right hand side Distribution sheet to be able to do the same as the left hand side.
I managed to display the selected Category and Month by including those on rows and hiding the header for those two pills.
Yes totally get it now...however I'm going to need to have a play/think on how this can be done. As you've seen, Action filters act like "real" filters...so when we send, say, "First Class" ship-mode to the customer level, it's sending a filter on "First Class", so any subsequent Viz is filtered to only have the rows (of the data) included which have Ship-Mode = "First Class", and not the list of customers who have shipped, with "First Class", + all their other orders (regardless of the class they were sent). I've tired to solve this issue a few times before, and not been able to...but every day I learn new things in Tableau (and have ideas on how exsiting things I knew could be re-purposed)
...I've a couple of ideas I've not tried before, so I'll give these a go over the weekend, and let you know how I get on!
2 of 2 people found this helpful
Pardon for making noise here,
but I'd like to offer some.
The trick is to use a self-join on Customer ID
to get all rows from the right (second) table.
Please find the attached.
Pardon for making noise here,
Always great to have your contribution to any thread...the only noise you bring is the "Noise of Reason"!!
Yes very nice solution...I was thinking about trying to use conditional sets (on customer name) with the condition being
MAX(IIF([Ship Mode]="First Class",1,0))=1
And then try and create some dimension based on being in a set (creating versions for "Same Day", "Second Class"...)...which works quite nicely with parameters for this kind of selection.
but alas no...I run into the same issue (which I suspect I would have!) of having the Ship Mode bars stacked (albeit by less things...so In/Out of set, and not each customer).
Great work, as always