KNOWLEDGE BASE

Syncing a Quick Filter with a Dashboard Filter Action


Product(s): Tableau Desktop
Version(s): 8.1, 8.0
Last Modified Date: 16 Aug 2016

Article Note: This article is no longer actively maintained by Tableau. We continue to make it available because the information is still valuable, but some steps may vary due to product changes.


On a dashboard you create, suppose you want to filter across all views, where the filtering affects only that dashboard, and not other views in the workbook that use the data source.

To do this, you can set a filter action on one of the views in the dashboard. However, suppose you also want to show a quick filter, and the quick filter and filter action apply to the same dimension.

In this scenario, using the filter action works to affect the other views, but using the quick filter does not affect the view on which you set the filter action. If you change selections on the quick filter, the view can become out of sync.

For example, the view shown in the following image is from the attached Tableau workbook, Sync_Actions_QuickFilters.twbx. The map shows a graphic representation of the State dimension, and the quick filter a text-based list.

As you can see, although the bar and line charts accurately reflect what is set on the quick filter, the map view is out of sync.

Keep the filter action and quick filter in sync

To keep the action and quick filter in sync, you can filter using the view on which you set the filter action, and let it update the quick filter as you change the selection in the view. The steps below show you how to do this using the views in the attached workbook.

Note: A quick way to resolve this issue is to exclude the quick filter. However, this article shows an alternative when you want to provide the map, but you know some of your viewers prefer the text-based list.

Step 1

Download the attached workbook, Sync_Actions_QuickFilters.twbx, and open it in Tableau Desktop 8.0 or later.

Note:If you follow the steps below using the existing sheets in the workbook, you will notice that some steps that apply globally to the workbook will be already completed. If you want to start from scratch, create a new workbook, connect to the Superstore sample, and recreate the simple views shown in the sample workbook.

Step 2 

Create the dashboard view:

  1. Select Dashboard > New Dashboard.
  2. Drag the Map, Products, and Trend worksheets to the new dashboard, and arrange them as shown in the image above.

    Note: Optionally, to match the image above, you can remove the size and color legends.

Step 3 

Select the map view, and from its drop-down menu, select Use as Filter.

Step 4 

On the map view, select a view mark (that is, one of the filled circles) for one of the states to activate the filter.

Then select the Products view, and from its drop-down menu, select Quick FiltersAction (State).

The Action (State) filter appears at the right, showing a list of states with check boxes.

Step 5 

On the Action (State) filter’s drop-down menu, select Apply to Worksheets > Selected Worksheets.

In the Apply Filter to Worksheets dialog box, select all sheets except the map view that you are using as a filter. In this case, select Products and Trend.

Step 6 

Edit the title of the map view to encourage viewers to use it as the filter instead of the quick filter.

Step 7 (optional)

Remove the title of the Action (State) filter or edit the title to indicate that the filter reflects what is selected in the map view.

Step 8 

Select a state or group of states, and notice that the quick filter updates so that the selected states show a check mark.

In this example, the Products sheet title is also modified to show the selected values of the State field.

 

Did this article resolve the issue?