KNOWLEDGE BASE

Dashboard Filter Action does not Filter Source Sheet


Published: 21 Jul 2016
Last Modified Date: 01 Nov 2017

Issue

When using a Dashboard Filter Action to filter the source sheet as well as additional worksheets, the source sheet is unaffected.

Environment

  • Tableau Desktop
  • Dashboard Filter Action
  • Dashboard with more than one worksheet

Resolution

Create a Filter Action that uses the dropdown menu to specify the source sheet as the target sheet.
  1. Select the source sheet and click Dashboard > Actions
  2. Click Add Action > Filter
  3. For Source Sheets, check the checkbox for the desired source sheet
  4. For Target Sheets, select the source sheet from the dropdown menu
  5. Click OK in each Dialog box to return to the dashboard
User-added image

Cause

By design, Filter Actions do not filter the source by checking the source sheet in a list of sheets. This prevents accidentally filtering the source sheet.

Additional Information

Please note, this method may require making multiple Filter Actions to ensure all desired sheets are filtered.
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