Not with just a filter. That's actually hard to do.
It would help if we knew what values were IN the Investment filter. Would it be individual properties?
Think about what you're asking: I select a specific property from the filter, and I want Tableau to show me OTHER properties that are sort of like that property based on a set of criteria I have. That's not what a filter does: it literally filters out all the things that do not correspond to the selected value.
So, you'll need to build some kind of mechanism that filters the list of properties/investments based on a different set of criteria. That's likely to be a parameter-based approach, but that's tough. Your list of investments is both long and changes all the time, so maintaining the parameter will be a pain.
I'll have to think a little about how I would go about doing this. I'm sure there's a way, but it's not immediately obvious to me.
Not sure...but with 2018.3 Set Actions might help? See if this link or below information might point you in the right direction? Thx, Don Set Actions - Tableau
Use set actions to let your audience interact directly with your viz or dashboards to control aspects of their analysis. When someone selects marks in a viz, set actions can change the values in a set. For examples on how set actions can be used, see Examples of set actions.
Set actions take an existing set and update the values contained in that set based on a user’s action in the viz. You can define the set action to include:
- the source sheet or sheets it applies to.
- the user behavior that runs the action (hover, select, or menu).
- the target set (the data source and set to be used).
- what happens when the selection is cleared.
To change or affect a visualization, the set referenced in the action must be used somehow in the visualization. You can do this in different ways, such as using the set in a calculated field that you then use to build the viz, or by placing the set in the view or on a Marks card property.Set actions must be created in Tableau Desktop to be available for use in Tableau Online and Tableau Server.
General steps for set actions
- Create one or more sets. The sets you create will be associated with the data source that is currently selected. For details on creating sets, see Create Sets.
- Create a set action that uses one of the sets you created. You can create multiple set actions for different purposes.
- Depending on the behavior you want to make available to users for their analysis, you might want to create a calculated field that uses the set. For details on creating calculated fields, see Create a calculated field.
- Build a visualization that uses a set referenced by a set action. For example, if you create a calculated field that uses the set, build the view using that calculated field. Or, drag the set to Color in the Marks card.
- Test the set action and adjust its settings as needed to get the behavior you want your audience to experience.
Create a set action
- In a worksheet, select Worksheet >Actions. In a dashboard, select Dashboard >Actions.
- In the Actions dialog box, click Add Action and then select Change Set Values.
- In the Add/Edit Set Action dialog box, specify a meaningful name for the action.
- Select a source sheet or data source. The current sheet is selected by default. If you select a data source or dashboard you can select individual sheets within it.
- Select how users will run the action.
- Hover - Runs when a user hovers the mouse cursor over a mark in the view.
- Select - Runs when a user clicks a mark in the view. This option works well for set actions.
- Menu - Runs when a user right-clicks (control-clicks on Mac) a selected mark in the view, then selects an option on the context menu.
- Specify the target set. First, select the data source, and then select the set.The sets available in the Target Set lists are determined by the data source that you select and the sets that you have created in the workbook that are associated with that data source.In this example, the target set is using World Indicators as the data source and Country set as the set.
- Specify what happens when the selection is cleared in the view:
- Keep set values - Current values in the set remain in the set.
- Add all values to set - Adds all possible values to the set.
- Remove all values from set - Removes previously selected values from the set.
- Click OK to save your changes and return to the view.
- Test the set action by interacting with the visualization. Tweak some of the settings for the action to adjust the selection behavior as needed.
The following examples show just a few of the ways you can use set actions. To follow along, you will need to be familiar with creating and using sets and calculated fields. For details, see Create Sets and Create a calculated field.
Learn more: To see other in-depth examples of how you can use set actions demonstrated in Tableau, see 8 ways to bring powerful new comparisons to viz audiences with set actions in the Tableau Blog. Also see Sets Appeal, a 1-hour free video presentation.
A classic use case for set actions is proportional brushing, described in How to do proportional highlighting with set actions on the Tableau blog and Tableau Set Actions from The Information Lab blog (along with other examples).
Yes, the investment field just contains all the investment names.