KNOWLEDGE BASE

Unable to Revert to Original Filter Selections After Clearing Action Filter


Published: 21 Jan 2017
Last Modified Date: 22 Mar 2017

Issue

After pressing the Escape [Esc] key to clear an action filter on a dashboard, the original sheet filters that were applied are not retained on the dashboard. 

Environment

Tableau Desktop

Resolution

The attached example workbook uses the sample data set Superstore to demonstrate the following instructions.

Option 1: Apply the same filter to all source worksheets

To ensure that all source worksheets have the same filter applied, follow the steps below: 
  1. Open each worksheet of the dashboard that contain the desired filter.
  2. Ensure the desired filter is correctly configured. In the attached workbook for example: the Segment dimension is set to Exclude Home office.
  3. Right-click the filter and select Apply to worksheets > Selected worksheets.

Option 2: Apply filters that should never be overwritten to the data source

Instead of applying the filter to all worksheets, add the filter as a data source filter. If only some worksheets should be filtered, then it is possible to duplicate the data source, and then add the data source filter to one of the data sources. In the attached workbook, the following steps were performed:
  1. Right-click "Orders (Sample - Superstore)" in the data pane and select Duplicate
  2. Right-click "Orders (Sample - Superstore) (copy)" in the data pane and select Edit Data Source Filters…
  3. Click Add.
  4. Select the dimension you wish to filter and click OK.
  5. Keep/Exclude the desired data and click OK.
  6. Click OK.
  7. Recreate any worksheets that should be filtered with the duplicate data source

Cause

Currently there is not a "Clearing the selection" option that will revert all worksheets back to their independent filter selections.

Additional Information

For more information about what the current options "Leave the filter", "Show all values", and "Exclude all values" do, please see Step 7 in the Product Help guide: Filter Actions.
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