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Creating a Button to Reset All Filters in a Dashboard


Published: 30 Sep 2016
Last Modified Date: 26 May 2017

Question

How to create a "reset button" for all filters in a dashboard. 

Environment

Tableau Desktop

Answer

To view each step in action, see the accompanying videos.

Step 1: Create the view 

This example uses Superstore sample data.
  1. Place Category on Rows.
  2. Place Measure Names on Columns
  3. Place Measure Names on Filters.
  4. In the Filter [Measure Names] dialog box, select Discount, Profit and Sales, then click OK. 
  5. Place Measure Values on Text
  6. In the Dimensions pane, right-click State and select Show Filter.
  7. Repeat the above step for Order Date and Ship Mode
  8. Name the worksheet View. 

Step 2: Create the Reset Button

  1. Select Analysis > Create Calculated Field
  2. Name the field Reset.
  3. Enter the following calculation, then click OK: 
    "Reset Filters" 
  4. Select Worksheet > New Worksheet.
  5. Name the worksheet Reset Filters. 
  6. On the new worksheet, place Reset on Rows.
  7. Select Shape from the Marks card and choose desired shape.
  8. Right-click Reset in the view and select Hide field labels for rows.
 

Step 3: Create the Dashboard

  1. Select Dashboard > New Dashboard.
  2. Place both worksheets on the dashboard.
  3. On View, click the drop-down arrow and select Filters > State
  4. Repeat the above step for Order Date and Ship Mode

Step 4: Create the Action 

  1. Select Dashboard > Actions.
  2. Choose Add Action > Filter.
    • For Run action on, choose Select.
    • For Source Sheets, select Reset Filters.
    • For Target Sheets, select both Reset Filters and View.
  3. For Target Filters, select Selected Fields.
  4. Choose Add Filter.
  5. Choose Field: State and click OK.
  6. Repeat 4 and 5 for YEAR(Order Date) and Ship Mode
  7. Click OK

Clicking Reset will now clear all filter selections.

 

Additional Information

  • Disregard the "Missing fields" warning message.
  • To apply the above solution to an existing dashboard, follow only steps 2 and 4, replacing the target sheets and target filters with the sheets and filters in your dashboard.
  • You can also use these steps to clear the All selection. To do so, create a new calculated field at the end of Step 2 and add it to the Detail card of the Reset sheet. Use the following formula: " " 
  • Please note that if a view is already filtered by default, using these steps in this article will not work as the action re-selects "All" filters. 
  • The "reset button" may stop working after creating additional action filters. If this occurs, edit all other action filters on the dashboard and uncheck the "Reset Filters" worksheet in the list of target worksheets.
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