7 Replies Latest reply on Sep 14, 2018 12:55 AM by Yuriy Fal

    Adding an action for grand total

    krishna.amilineni.0

      Hi All,

       

      I am bit new to tableau. I am stuck with this issue from some time.

       

      I have a worksheet which displays the count of tickets by categories, and total number of tickets which is a grand total.

      If I click on each category another sheet will display the ticket details which is working. I have used Action filters to accomplish this.

      But if I click on grand total we should get display of all the tickets which is no working.

      Can someone lease help me with this.

       

       

      Thanks

      Krishna

        • 1. Re: Adding an action for grand total
          Jonathan Drummey

          Unfortunately grand totals can’t be the origin of filter actions, the workaround is to build a separate worksheet to act as the grand total and then put your original worksheet and the “grand total worksheet” together on a dashboard.

           

          Jonathan

          • 2. Re: Adding an action for grand total
            krishna.amilineni.0

            Hi Jonathan,

             

            It was not working for me.

            I removed all actions and just created a new action.  It started working fine.

            Can you please check the attached workbook and see what i did is right.

             

            Thanks

            Krishna

            • 3. Re: Adding an action for grand total
              Jonathan Drummey

              Well isn't that interesting...back during Tableau 9.2 I'd submitted this very issue as a support case and at some point in-between then and Tableau 10.5 that feature was added. That'll teach me to double-check whether it's possible in the current functionality or not. Thanks for trying it again yourself!

               

              Clearing out your actions and restarting was a good idea, btw, since a certain amount of strange action behavior can come from unintentional colliding actions. A few words of advice on keeping your action configuration clean in the first place: I noticed that you had built this demo using the "use as filter"...I might use that to start an action  but I almost never leave those as is, instead I'll edit them right away to make sure the origin, target, and field(s) are the ones that I want. This is because it's all too easy to end up with multiple stale Action pills on the  Filter Shelf that have intersecting & colliding filter criteria such that the filters fail to work as desired. which can then lead to head scratching, hair pulling, gnashing teeth, and even Tableau community forum posts.

               

              Jonathan

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              • 4. Re: Adding an action for grand total
                krishna.amilineni.0

                Sure Jonathan. Thank you for the suggestion. I will definitely try to follow it.

                 

                Thanks

                Krishna

                • 5. Re: Adding an action for grand total
                  Yuriy Fal

                  Hi Krishna,

                   

                  You've written:

                  It started working fine.

                   

                  If by 'fine' it means that selecting the Grand Total (Mark or Header)

                  would clear the selection -- and thus do Show All Values -- that's just fine :-)

                   

                  As Jonathan said -- as Grand Total Marks are not coming from any Dimension --

                  grand totals can’t be the origin of filter actions

                   

                  And this has not been changed ever since.

                   

                  Yours,

                  Yuri

                   

                  PS One could simply change

                  the Clear the selection option

                  to Exclude All Values

                  to see how Action works on GT.

                  • 6. Re: Adding an action for grand total
                    krishna.amilineni.0

                    Hi Yuri,

                     

                    Yes, I meant that clicking on grand totals showed all the values.

                    Please check the book1.twbx attached in this thread.

                    Let me know if I am assuming anything wrong.

                     

                    Thanks

                    Krishna

                    • 7. Re: Adding an action for grand total
                      Yuriy Fal

                      Hi Krishna,

                       

                      No prob, you've got it just right.

                      I beg your pardon for any doubt about it.

                       

                      Yours,

                      Yuri