Creating an Apply Button for Multiple Filters on a Dashboard
Published: 16 Aug 2019 Last modified date: 01 Mar 2024
Question
How to create an apply button for multiple filters on a dashboard.
Environment
Tableau Desktop
Answer
Create a calculated field named Apply which contains the following: "Apply"
Create a new sheet and name it Apply button.
Add Apply to Rows.
Add all dimensions that you want to filter to Detail. The attached example workbook uses Segment, Category and Sub-Category from the Superstore sample data source.
Add all dimensions that you want to filter to Filters.
Change mark type to Polygon.
Right-click on the header and select Hide Field Labels for Rows.
Create a dashboard and add the Apply button sheet to it.
Add whatever sheet you would like to filter to the dashboard.
Select Dashboard > Actions and choose the following options:
Select Filter Action
Select "Apply button" for Source Sheets and all sheets for Target Sheets.
Select "All Fields" for Target Filters, or you can specify fields by clicking "Add Filter".