KNOWLEDGE BASE

Creating Tableau Generated Summary of Filter Selections


Published: 26 May 2017
Last Modified Date: 10 Aug 2017

Question

How to create Tableau generated summary of filter selections

For example, on a dashboard with many multiple value dropdown filters that each have many selections, then the filters will say "(multiple values)". Adding the filtered dimension to the title or caption will say "<value>, <value>, <value>, and <#> more" rather than listing out all of the filter selections.

Environment

Tableau Desktop

Answer

Option 1

Create a worksheet that lists all filter values. The attached example workbook uses the sample data set Superstore to demonstrate the following directions for listing all selected customer names:
  1. Create a new worksheet.
  2. Drag "Customer Name" to Detail on the marks card.
  3. Create a calculated field, and name it "Formatted Customer Name". Add a formula similar to:
    IF LAST() != 0
    THEN MIN([Customer Name])+ "," 
    ELSE MIN([Customer Name]) 
    END
  4. Drag [Formatted Customer Name] to Text on the marks card.
  5. Right-click on "Formatted Customer Name" and select Compute Using > Customer Name.
  6. Navigate back to the original worksheet that has the "Customer Name" Filter.
  7. Right-click on "Customer Name" on the Filters shelf and select Apply to Worksheets > Selected Worksheets…
  8. In the Apply Filter to Worksheets dialog, check the new worksheet and click OK.
  9. Drag both worksheets onto a dashboard.
Please note, if the worksheet listing all filter selections is not large enough to show all filter selections the list will be truncated with a "…"

Option 2

Create a concatenated string list to use in a tooltip. For detailed directions for this solution, please see the following Knowledge Base article: Creating a String List to Display in a Tooltip 
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