Hi Tableau Community,
This question is somewhat related to a previous question asked on this topic by Kay T on the thread Chain Action Filters. The scenario used here is a tad different and does not use any date field filtering.
Enclosed is a dummy dataset and an example packaged workbook that can be used for troubleshooting.
I have a dashboard that shows for both companies and products the sum of orders, split by color based on order status (Approved or Rejected). The third sheet simply shows an overview of Order ID numbers based on the selection.
(Apologies if it's too small, I don't know how to upload it using the original scale...)
By enabling the "Use as Filter" option on both Sheet 1 and Sheet 2, I get the dashboard filter action I want.
However, the effect is lost when I want to try and 'chain' multiple dashboard filter actions together.
To give an example: let us say I start with Sheet 1 and I select for Company A only the 3 rejected orders.
So far, so good. Sheet 2 is filtered based on the 3 rejected orders, and so is Sheet 3.
Now, let us say that out of those three remaining orders, I want to select the only order related to Chairs as shown on Sheet 2:
Now something has gone wrong.
Remember from the first screenshot that there were five rejected orders in total with Chair as product. It seems that the information of the first filter (Company="A") is forgotten after triggering a dashboard filter action on another sheet.
Is there a way to 'chain' those dashboard action filters together so that the user can continue filtering and drilling-down to their final desired selection?
I know this can be solved by using quick filters with "Only Relevant Values" enabled and applying them to all worksheets on the dashboard:
So, you could recreate my given example and have the desired outcome:
However, due to performance issues on the real dashboard and the larger number of sheets and filters that need to be included, my idea was to replace these quick filters with dashboard action filters to improve performance, as it is considered as one of the great tips to improve performance when dealing with filters on dashboards.
Any tips on how to approach this desired effect with simple dashboard action filters would be appreciated.
EDIT: Based on Naveen B's first given solution, I feel I should explain another requirement: My example above showed the user navigating from Sheet 1 --> Sheet 2 ---> Sheet 3 as final output. I am searching for a solution where it should not matter with which sheet the user starts the 'chain' of filters. This means that it should not matter if the user starts with Sheet 1, 2 or 3, nor shouldn't it matter which sheet will become the second sheet where the user wants to apply a filter.
Thanks in advance!