You might be able to get an action filter to work on both sheets in the drill dashboard if you set it up differently. I created the action at the worksheet level rather than dashboard then placed the worksheets on both dashboards and they work using a single action. The action works on both dashboards and both the chart and list. Check out the attached, it's 10.1.1 so I hope you can open it. Let me know if you have any questions
Filter Action Test Mod.twbx 84.0 KB
Thank you for attempting to assist me. I say this without having the ability to open the 10.1.1 file currently and am basing this off of what you stated and shown. With that said, I think you misunderstand my issue. The action filter works to update both chart and list when I click from Home. The problem I'm looking to solve is having the ability to change the Category filter once I am on Drill. At this point, it is no longer an action and just another filter, but the filter is from one source and only impacts the source elements where the filter came from. Looking at your example, I would be putting the headers, that are on the Home dashboard, on the Drill dashboard, and that will not work for the design.
While I would like to know if there is a workaround or answer to this issue, the customer has changed their design since this is not currently an option for them, so I am leaving this behind for now.
I usedheaders because they already existed but you could create another source sheet that looks cleaner. You just need to make the new source sheet part of the same action. Below is an example with a small target sheet. I am able to change the category of both sheets on the drill dashboard to Engagement after clicking the safety header and applying that filter from the home dashboard. You can see how it works on Tableau Public
I *think* I understand what you are saying. Your Action(Category)(from Data) filter and Action(category)(from Documents) filters aren't working together, is that right?
I've had that issue before. At my company a Salesperson could look at all their dealers in one dashboard, and they could click on a dealer and it would go to the dealer's call records, sales numbers, special promos, etc. that were from different data sources. I solved it by taking the two separate destination data sources and doing a data blend. The end result looked something like this:
It was messy, but after that the action filter worked since it's treating the whole thing as a single data source.
Thank you so much for trying to help me. Yes, you are on the right track, a worksheet filter would work, however the customer wants a drop down, and this has been where I've been stuck. The options: a parameter, worksheet filter, cross filtering, action filters, do not work for my very specific issue of having a single select drop down on the 2nd dashboard.
If I could apply a filter to both blended data source extracts on specific worksheets and not on the whole data source, this would solve it.
If I could use a worksheet as a filter that allowed me to change the worksheet layout to look like a single select drop down filter, this would solve it.
If I could use a parameter that would update on selection choice, like an action filter can, this would solve it. Syncing a Quick Filter with a Dashboard Filter Action | Tableau Software
My only other idea (in theory only), was to create and "Update" button worksheet that would use an action filter. I would display the filter from one data source, users would select a category from that filter and then click on "Update" to refresh all worksheets from all data sources.