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

게시 날짜: 09 Nov 2023
마지막 수정 날짜: 09 Apr 2024

질문

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.
User-added image

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?
User-added image

환경

Tableau Desktop

답변

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.

User-added image

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.
　 User-added image

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.
　 User-added image

3. Select the two sets above in the Data pane, right-click and select Create Combined Set. Configure it as follows and click OK.
　 User-added image

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.
　 User-added image