How to Keep Displaying Specific Data While Filtering a Different View by Selected Values on a Dashboard

Published: 09 Nov 2023
Last Modified Date: 09 Apr 2024

Question

How can we keep displaying specific data while filtering a different view by selected values on a dashboard?

For example, assume we have the following dashboard.
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If we filter the bar chart according to the map selection by the filter action, only the selected values will be displayed in the bar chart. How can we keep displaying "California" data in the bar chart and compare it side by side with selected States data?
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Environment

Tableau Desktop

Answer

Follow along in the sample packaged workbook found in the Attachments section to keep displaying specific data while filtering a different view by selected values on a dashboard.

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In the attached workbook, the following worksheets have been prepared and placed on the dashboard.

Map worksheet
Columns: Longitude (generated)
Rows: Latitude (generated)
Detail: Country/Region, State/Province
Color: SUM(Profit)
Size: SUM(Profit)

Bar worksheet
Columns: YEAR(Order Date), State/Province
Rows: SUM(Profit)

1. Right-click State/Province in the Data pane and select Create > Set. Select all values.
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2. Right-click State/Province in the Data pane and select Create > Set. Select only the values you want to always display. In this example, select "California" only.
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3. Select the two sets above in the Data pane, right-click and select Create Combined Set. Configure it as follows and click OK.
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4. Add the Combined Set to Filters shelf of Bar worksheet.
5. Open the dashboard and select Menu > Dashboard > Actions.
6. Click Add Action and select Change Set Values. Configure it as follows and click OK.
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