I have 4 sheets that are put up in the tableau dashboard.
Sheet 1: Total no. Of user IDs (population). Text
Sheet 2: total user ids based on selection in sheet 3 and sheet 4.
Sheet 3 & 4: Bar graph of user ids based on company and vendor. Both the sheets are "use as filter"
Sheet 1 has to be static in the dashboard whether we select any filter or when we select any bar on sheet 3 and 4.
Now the issue is when I select any bar on the sheet 3 and 4 both sheet 1 and 2 shows same count.
I have removed all filters from population sheet.
I tried to even ignore action in sheet1, it's still not working
What I want now is what ever the selection is , sheet 1 in the dashboard should be static. Please help.
Regards, Sajan
Try this;
Check the filters on all the sheets to see if they are set to filter the Data Source, set them, to your preferences.
If you can (watch out for sensitive data) upload your sheet to Tableau public, it'll be easier to find your bottleneck.
What's happening is called an automatically generated action. When you click "use as filter" on a sheet on your dashboard, you're creating an action that affects all other items on that dashboard. Go to the Dashboard, then click on the dashboard menu at the top of the screen, then click "Actions..."
You should see the filter that you created there. Select the action, then click "edit".
You should now see something similar to the below picture. What you need to do for each action (you should have two, one from each sheet that is being used as a filter) is uncheck the static sheet on the list of Target Sheets on the bottom half of the Edit Filter Action dialogue box.
This will prevent anything happening to the static sheet (in this case, "Count of Employee Transactions") when you click on the sheets being used as filters.
Related
I'm a newbie in Qlik Sense. I would like to make a multiple valued filter as default selection when the sheet is loaded to any user. How can I do this?
My Data (Users)
User1
User2
User3
Demo
My default filter should have the following selection: User1, User2, User3
I would like to make a multiple valued filter as default selection when the sheet is loaded to any user. How can I do this?
Couple of options:
Apply bookmark on app open
You can use Qlik's bookmarks ability. Bookmarks can be used to save specific selections (instead of making them every time). Create bookmark documentation
Bookmark can also be made default. This will enforce Qlik to apply the bookmark when the app is open. Set default bookmark
select the required values
open bookmarks menu
give the bookmark a name
once the bookmark is created - right click on the bookmark and select Set as default bookmark
save the app
every time the app is open this specific bookmark will be applied
Sheet actions
The other option (that can also involve bookmark) it to set an action when the sheet is activated Setting sheet action
navigate to the desired sheet
enter in edit mode and expand the Actions property
choose your action - either apply bookmark or directly list the values that have to be selected
I want to show the date of the data source refresh but I did not find any Tableau function that can help me.
Do you know?
Thanks.
Yes, it can be done. Here are the steps (found here):
Option 1: Add the time stamp to the top of the view
Open the workbook that contains the dashboard in Tableau Desktop, and then navigate to the sheet for which you want to display the time of the last data refresh.
Select Worksheet > Show Title.
Double-click the title.
In the Edit Title dialog box, select Insert > Data Update Time, and then click OK.
Add any field to the filter shelf and leave all selections blank and click OK.
Save the modifications.
Add sheet to dashboard.
Option 2: Add the time stamp to the bottom of the view
Open the workbook that contains the dashboard in Tableau Desktop, and then navigate to the sheet for which you want to display the time of the last data refresh.
Select Worksheet > Show Caption.
Double-click the caption.
In the Edit Caption dialog box, select Insert > Data Update Time, and then click OK.
Add any field to the filter shelf and leave all selections blank and click OK.
Save the modifications.
Add sheet to dashboard.
8 . Right click the sheet and select Caption to show the update time.
These sheets can be sized in the dashboard to take up as much or as little space as necessary. They can also be set up as floating objects so that they do not resize the other sheets in the view.
The easiest way is to:
double click on Title (on the Sheet)
click the Insert button
click Data Update Time
Recently, I saw a tableau workbook with all filters in one dashboard. Simply it acts as a master filter for all the dashboards. How to create such a dashboard with global filter alone in one place without any graphs?
On any of the worksheets you have on the dashboard, click the Options button. In the dropdown menu, one option will say Filter. That opens a submenu of all possible filter dimensions and measures. Choose one and it will create the filter on the dashboard itself. And as #Silva said, make sure to set it to Apply to All Worksheets.
Click on the sheet in the dashboard
In the upper right of the layout container, there is an arrow, a funnel, and a "x".
Select the arrow.
Hover over Filters.
Select which filter should be added to the dashboard.
Video from Tableau available at http://kb.tableau.com/articles/howto/adding-filters-to-dashboards.
I have three sheets in Tableau. Sheet1 is a master sheet on which I want to make filtering. My idea is that if user will click on the value there, data with additional info for corresponding account will show up.
I have created two Action filters - one connecting Sheet1 to Sheet2 and the second one to connect Sheet1 to Sheet3. This approach works - when I click on the value in my master sheet, Tableau jumps to Sheet2 where I see the data for this account, also, when I manually go to Sheet3 data there is correctly filtered as well.
The problem starts when I create a Dashboard consisting of those three sheets. I want users to be able to click on the value in master sheet and see additional info from other two sheets in one view. For some reason, when add all three sheets into the Dash, only Sheet2 responds to clicks from Sheet1. Sheet3 remains unchanged.
Do you know what could be the reason that this stops working when all sheets are in the same Dashboard and works otherwise?
Thank you!
Are you using the same fields to filter across the views? If yes, you can add one dashboard action to filter from Sheet 1 to Sheet 2 & Sheet 3.
FYI...dashboard actions are different that worksheet actions. Make sure you add the actions on the dashboard using: Dashboard -> Actions.
Setup:
I know how to navigate to a hidden sheet from a dashboard and select "Unhide Sheet" by right-clicking on the temporarily revealed sheet's tab. The online documentation from Tableau's website is clear enough.
Question:
However, how can I unhide the sheet if it isn't a part of a dashboard? Put another way, how can I navigate to a hidden sheet if it was hidden before it was added to a dashboard?
Tableau will not allow you to hide a sheet if it is not a part of at least one dashboard. Looking at your dashboard tabs, it may not be immediately clear where the sheet is, but it is there.
You may need to look at the list of sheets in the Dashboard Side Bar for each dashboard, one-by-one, until you find the sheet in question. If the Dashboard Sidebar is not showing, or if you're not certain what it looks like, click "Window" at the top of your Desktop Edition and see to it that "Show Side Bar" has a checkmark next to it.
It is not possible to remove a sheet from a dashboard without unhiding it, or deleting it:
And, the option to hide a sheet which is not part of a dashboard is not available.
By using the tabs in the top right of Tableau Desktop, it may be more easy to identify the sheet which is thought to be hidden