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.
Related
I have master-detail report in Oracle Apex.
I can simply insert details for selected master by clicking 'Add row', but I have some rows in details without link to the master table.
I would like to create this relationship by clicking on my desired master, and now - for example - change behaviour of the 'Add row' button in details region - mayby some pop up windows with rows to select?
Is there any simple way to achieve this effect?
From what you are describing you have a master detail report that has an interactive grid as detail (there are a couple of different layouts). There is no "out of the box" solution for this, but you can easily create your own. Here is one option:
Create a second detail region where you allow the user to query the orphaned rows (maybe in an interactive report) with a link in each row that would fire a dynamic action which sets the master id for that clicked row.
It's possible to put the detail regions in tabs (using display selector or tab container region)
Please help me in finding a solution:
I have created a button in tableau which reset all the filters and will select all the values in filters and displays in the dashboard.
But my requirement is if I click the button it should un-select all the filters and should show the blank dashboard.
Is there any way this can be achieved in Tableau 10.5?
Thanks in advance
I have a continuous form which displays an overview/summary of my data. A user can select a row and click a button I created in the footer to open another form which has all the detail for that particular record and be able to edit it. This works fine. However I would also like for certain fields to be editable from the continuous form. I enabled two fields I would like users to edit directly (One is a combo box selection and the other a text box) When users click the combo box for any record it works fine and they can go back to the same record and select another value if they wish. All great but the text box behaves rather differently - The text box will allow the user to initially enter a value but after entry the box appears disabled and the only way to change the initial data entry is to go into the detail form which still works. Why can't users change the text box from the continuous form after an initial entry?
I found the issue!
There was a conditional filter on that particular field
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 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.