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How to highlight multiple dashboards at the same time and highlight a new set of items without having to deselect the original highlighted items


Published: 11 Apr 2023
Last Modified Date: 11 Apr 2023

Question

How to highlight multiple dashboards at the same time and highlight a new set of items without having to deselect the original highlighted items?

Environment

  • Tableau Desktop

Answer

  • Prepare the data source
  1. Create a data master file of the data field State (ID.xlsx)
  2. Left join Orders with ID on data field State.
  • Create calculation fields
  1. Right click State, select Create > Set... 
  2. Select all values and click OK to create State Set
  3. Create the following calculation field Color
    if [State Set] then [Profit] else 0 END
  4. Add Color to Color in the marks card
  5. Create the following calculation field Incremental ID
    if [ID]>=2 then 1 else [ID]+1 end
  6. Add data field ID and Incremental ID to Detail in Marks card
  7. Edit the color legend, select Advanced and check all Start, End and Center as the following: User-added image
  • Add actions to the dashboard
  1. Go to Dashboard 1, select Dashboard > Actions > Add Action > Change Set Values... User-added image
  2. Do the same operation with the above step to create the second set action for Dashboard 2. User-added image
  3. Select Dashboard > Actions > Add Action > Filter...
    • Using Menu instead of  Select so that users can select multiple values from the Map. User-added image
  4. Confirm the following actions of Dashboard 1 and Dashboard 2 
    • Multiple States can be selected from both Dashboard 1 and Dashboard 2
    • The selected States will deselect themselves automatically
    • The selected States will be highlighted synchronously in both Dashboard 1 and Dashboard 2
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