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Limiting Action Filter to Specified Marks in a View


Published: 24 Oct 2013
Last Modified Date: 03 Jun 2017

Issue

How to limit a Filter Action to trigger only when certain specified marks are selected or hovered over.

Environment

Tableau Desktop

Resolution

The following instructions can be reviewed in the workbook attached below.
  1. Create a calculated field with IF/THEN logic to specify affected marks. For example:
    IF [State or Province] = "California" THEN "TO THE GRAPH" END
  2. Reference this field in the name of the action filter set to run on Menu selection.
    • Calculated Field will return "TO THE GRAPH" as clickable text for the Run on:Menu Action Filter.
    • NULL returns from Calculated Field will not return any clickable text.

Cause

The ability to limit action filters to only execute on some marks within a view is not functionality currently built into the product.
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