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Quick thought is original sheet will use quick filter to show the data on server. However at the time of exporting to csv.
You have follow these steps
1. Create one more sheet in dashboard having same dimension in detail shelf and will have same filter applied to this sheet.
2. You will see all dimension values listed in new sheet, which will consume space, instead of this, you have switch off Analysis -> Stack Marks and use same shape instead of text to make it appear decent.
3. Create Dashboard URL actions from this new sheet to dashboard itself. Which would appear as
4. The trick is to multiselect on newly created sheet by doing marquee selection.
I do this.
I have a calc that looks like this:
"&Period%20to%20View="+[Period to View]+
"&Fiscal%20Month="+str([Fiscal Month]) +
"&Retention%20Category="+[Retention Category] +
There are links out there that explain how to structure your URL -- such as using "%20" on place of spaces in the names of your fields.
All of my variables are parameters. It's a lot easier because parameters are single-select.
If you have multi-select filters, you can build a string of the values selected. A great example of how to do that can be found here:
In the end, you build a calc field, and then use that calc as your URL string. (Just have the calc on the data shelf of the icon sheet you make for users to click, and then your Hyperlink action will be able to see the calc.)
Thanks. Your post mostly helped me , only difference is I had to use a URL as below and check select multiple values option as well
I will try this one too . thank you.
Is there a way to do this with only 1 button? That is, on click of 1 button, both sheets can be downloaded and appended in a single XL maybe?
Make a sheet that gathers both sets of data. (Users won't see this one, of course.) Publish it, and then do the ".CSV" trick pointing to that sheet.
Otherwise, I just don't see it happening.
I am trying to use a similar link using FILTERVALUES. It is working fine for Parameters, but not for Dimensions from the data.
My tableau dashboards are getting refreshed based on a Dimension filter "Group6". I want to give the users an option to download the csv file using URL action, as per the single/multiple values they have selected in that dimension filter.
This link works fine when I click "Test Link" in URL Actions, but when I upload this to server, this link doesn't work. Nothing opens up on clicking the link.
Can anyone please help me with this.
Anshu -- This is an old thread.
Make a new thread with your question to get a broader visibility on the forum.