This issue comes up fairly often on the forum, so I thought an example workbook might help more users find a solution easily. For example, if you calculate the Rank of Products, then apply a quick filter, your Rankings will be impacted. In order to avoid this, we use the "lookup trick" described here:.TABLEAU HOW TO CREATE DASHBOARD
However, because this utilized a Table Calculation, we cannot apply the filter across multiple sheets. The example workbook posted here uses a parameter and a calculated field to address this problem. Note the calculated field must be on the Filter shelf in all sheets you want to be controlled by the parameter. Also note that parameters only allow for single value selections, and there is no "only relevant values" option. Note that this example uses a single data source.
Currently Being Moderated. In order to avoid this, we use the "lookup trick" described here: A Jedi Filter and Table Calc Trick Tableau Software However, because this utilized a Table Calculation, we cannot apply the filter across multiple sheets. Screenshot : Tableau Version : 8. This content has been marked as final.
Show 25 comments.Adding filters in the Tableau dashboard is steps involved to apply various filter conditions to the dashboard. Tableau starts the processing by connecting to the data source and importing the data to the workbook. After the data available on the workbook, the Tableau developer needs to select the appropriate measures, dimensions and the relevant chart types for the dashboard visualizations.
Next, the relevant field needs to be selected for the filter configuration from the dataset that will reflect on the dashboard. For this demonstration, we are considering the Distribution Unit Volume data. The data contains details pertaining to volume distributed across different distribution units lying in different regions.
Using this data, we will create sheets, build a dashboard and finally add the filter to the dashboard. In this case, it is Microsoft Excel, so click on Microsoft Excel and load the data. Moving to the sheet tab we can see the dimensions and measures present in the respective sections as shown by the below screenshot.
The select Pie chart in Marks card then drags dimension Mode into the Columns region. We get two pie charts separate for each mode that shows Region-wise distribution volume contribution. To distinguish each region, drag dimension Region over Color in Marks card. Once done, we get the following a horizontal bar chart.
Now we will incorporate the above two analyses in a dashboard. Following the above step creates a blank dashboard. The sheets appear on the left side as shown below. As illustrated below, we brought analysis from both the sheets into the dashboard.
Now, we come to the most important part: adding filters to the dashboard. Click over any visualization, and on the right top corner, we find certain symbolic options. This is an easy and quick way to filter data using visualizations. As can be seen in the below screenshot, just selecting a portion of the pie chart for Mode M1 gives details pertaining to it in the other analysis also.
As illustrated below, selecting the West region in the pie charts gives total volume distribution for West in the DU Volume Contribution analysis also. Now, we want the filter to appear over the dashboard. For that go to More Options, and in Filters select the field over which we want to create a filter.
Like in this case, we created a filter for Mode as shown below. The filter appears on the right side of the dashboard as can be seen in the screenshot subsequent to the below screenshot. We can change the way we want to display the filter by right-clicking over it and selecting the suitable option.Filter actions send information between worksheets.
Typically, a filter action sends information from a selected mark to another sheet showing related information. Behind the scenes, filter actions send data values from the relevant source fields as filters to the target sheet. For example, in a view showing the sales price of houses, when you select a particular house, a filter action can show all comparable houses in a different view.
The source fields for the filter might contain sales price and square footage. Watch a video to see real-world examples of actions. Filter actions are covered at the mark. Or, from the drop-down menu of a sheet, select Use as Filter. In the Actions dialog box, click Add Actionand then select Filter. Or select an existing action, and choose Edit. Tip: If you plan to launch an action from a menu, use a descriptive name so users will understand the action's purpose. You can use variables in the name that are drawn from the values of the selected field.
Select a source sheet or data source. If you select a data source or dashboard, you can select related sheets you want to launch the action from. Hover - Rest the pointer over a mark in the view to run the action. This option works well for highlight and filter actions within a dashboard.
Select - Click a mark in the view to run the action. Selecting multiple marks will also run this action. This option works well for all types of actions. If you select the Run on single select only option, the action will run only when a single mark is selected. The user must click the mark again to deselect it. Menu - Right-click Windows or Control-click macOS a selected mark in the view, and then select an option on the context menu.
This option works well for filter and URL actions. Select a target sheet. When you select a dashboard, you can select one or more sheets within it. Leave the filter - Continues to show filtered results on the target sheets. Show all values - Changes the filter to include all values. Exclude all values - Changes the filter to exclude all values.
This option is useful when you're building dashboards that only show some sheets if a value in another sheet is selected. Specify the data that you want to show on the target sheets. You can filter on All Fields or Selected Fields. If you chose Selected Fieldsclick Add Filter.Filtering is an essential part of analysing data. This article describes the many ways you can filter data from your view.
It also describes how you can display interactive filters in the view, and format filters in the view. Use your tableau. Before you begin filtering data in Tableau, it's important to understand the order in which Tableau executes filters in your workbook. Tableau performs actions on your view in a very specific order; this is called the Order of Operations.
Filters are executed in the following order:. To learn more, see Tableau's Order of Operations. The settings on each of these tabs are additive starting with the General tab; what you set on each tab will affect the filter results on each tab to the right. For details on the Filter dialog box, see Drag dimensions, measures and date fields to the Filters shelf and Filter categorical data dimensions.
You can filter individual data points marksor a selection of data points from your view. For example, if you have a scatter plot with outliers, you can exclude them from the view so you can better focus on the rest of the data. To filter marks from the view, select a single mark data point or click and drag in the view to select several marks.
On the tooltip that appears, you can:. Note: These filtering options are not available if a Wildcard Match filter is already specified for the same field. See Drag dimensions, measures and date fields to the Filters shelf to learn more about Wildcard Match filters.
Filter Data from Your Views
To filter entire rows or columns of data from your view, select the header in the view. On the tooltip that appears, select to Exclude or Keep Only the selected data.
When you select a table header that is part of a hierarchy, all of the next level headers are also selected. For example, the view shown below consists of two unrelated dimensions placed on the Columns shelf, and two levels of the same hierarchy placed on the Rows shelf.
The selected row headers include the Furniture member of the Category dimension, and the Binders and Labels members of the Sub-category dimension. When Furniture is selected, all members from the next inner level in the hierarchy are automatically selected.
In this case, that means the Bookcases, Chairs, Furnishings and Tables members. Another way to create a filter is to drag a field directly from the Data pane to the Filters shelf. In Tableau Desktop, when you add a field to the Filters shelf, the Filter dialog box opens so you can define the filter. The Filter dialog box differs depending on whether you are filtering categorical data dimensionsquantitative data measures or date fields.What I want to achieve is to apply a different set of filters to the first 'Measure Values' and a different filter to the second 'Measure Values' and stack the graphs side by side.
The easiest solution to your query is:. This is because tableau filters are applicable to complete sheet not measure specific.
You can use the following steps to In first part you should solve the I understood your question I hope so! Assuming you have created a dashboard already, Following are the steps you can follow: Create Steps: Create a parameter control that the users You can simply right click on the You absolutely can join to a calculated Already have an account? Sign in. Your comment on this question: Your name to display optional : Email me at this address if a comment is added after mine: Email me if a comment is added after mine Privacy: Your email address will only be used for sending these notifications.
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The easiest solution to your query is: 1 Create a worksheet with one of the measures in your row column, then duplicate and create a second worksheet with the second measure from your row column. Your comment on this answer: Your name to display optional : Email me at this address if a comment is added after mine: Email me if a comment is added after mine Privacy: Your email address will only be used for sending these notifications.
Related Questions In Tableau. How to add a story with same sheet with different parameters and filters added in tableau? How to color code cells of a column based on the text value in Tableau You can use the following steps to How to calculate the percent of records within a group in tableau?
Reset filters in Tableau I understood your question I hope so! How to create a global filter Assuming you have created a dashboard already, How can I create a second sheet which is filtered to 8 days ago, Following are the steps you can follow: CreateI need some help with applying lookup filter to multiple sheets.
I will explain in detail what I want to achieve here. I have a variance based on selected and previous period. I have a drop down with the periods, for the specific company.
Filter Data Across Multiple Data Sources
This content has been marked as final. Show 2 replies. Go to original post.While working with multiple data sources in a workbook, you might want to compare the data between them using a field they have in common. To do so, you can apply a filter across multiple primary data sources. For example, the following dashboard shows the order quantity, average sales, and average profit for customers.
It has three views.
How to use Sheet as a Filter in Tableau
Each of the views uses a different data source as its primary data source, and those data sources all have a field in common: Customer Name. There is also a filter card in the view for Customer Name. Starting with version You cannot filter data across secondary data sources.
Filtering data across a worksheet's secondary data source is not currently supported in Tableau Desktop. Join tables that are in the same data source, instead of blending them. For more information, see Join Your Data.
LOOKUP Function in Tableau
Create a cross-database join if your tables are in different data sources. Make the primary data source the secondary data source, and the secondary data source the primary. Note: This might not always be feasible given the level of detail you want in the final view. Note : To ensure the data strings with mixed capitalization are treated as case-insensitive in the filter, create a calculated field using the UPPER string function, and then create the filter relationship using that calculated field.
Before you can create relationships between data sources, you must ensure that there is a common field between the data sources you're mapping. The fields do not need to be named the same in each data source, but they should have some data in common. After you've identified the common fields, you must create relationships between them, or map the fields to one another. If the fields happen to have the same name, Tableau might recognize them as related automatically.
You can modify an existing relationship that was created automatically by Tableau, or create a new relationship between two fields in different data sources, by following the procedure below.
Select a data source for Primary data sourceand select a data source for Secondary data source. To define a relationship between fields that have different names, click Add. To edit an existing relationship, select the fields on the right, and then click Edit. Under Secondary data source fieldselect a field with similar data to the field you selected for the primary data source.
For more information about editing relationships, see Blend Your Data. Note: After you define your relationships, you do not need to enable blends that is, you do not have to click the link icon in the Data pane to filter across your data sources. For more information about the difference between primary and secondary data sources, see Blend Your Data.
After you have defined relationships between your data sources, go to one of your worksheets and drag a dimension to the Filters shelf. Then select to include or exclude data from the view. For more information about filtering your data, see Filter Data from Your Views.
Optional Step : Display a filter card in the view. Right-click the field on the Filters shelf and select Show filter. A filter card for that field appears in the view. For more information about filter cards previously known as quick filterssee Display interactive filters in the view. After you set up your filter, you can apply that filter to all the worksheets in your workbook that use related data sources, or you can apply it to selected worksheets.
The Customer Name field is added to the Filters shelf on every worksheet that uses a related data source. An icon is added next to the field on the Filters shelf, indicating that the filter is being applied to multiple data sources.
If you hover over the field on the Filters shelf in any worksheet, you can find details about the type of filter, the source field for the filter, and the other sheets the filter applies to. The Customer Name field is added to the Filters shelf on the worksheets you selected.