How to Modify Options of All Filters at Once

Published: 30 Aug 2022
Last Modified Date: 31 Aug 2022

Question

How to update filter settings for all filters in a workbook or dashboard at once?

In the below image, there are 4 filters as a Single Value list and the desire is to set all filters to show only relevant values or set them as a Single Value dropdown.

Currently, it is possible to only change the filter settings individually. How can they be changed in bulk?
User-added image

Environment

Tableau Desktop
Tableau Server
Tableau Cloud

Answer

The ability to format all filters at once is not currently built into Tableau Desktop.

Workaround

Set the filter settings in a blank worksheet and add this filter worksheet to the dashboard. This worksheet will have settings apply to all applicable dashboards.

The steps are as follows:
1. Make a new blank worksheet and drag the desired dimensions or measures to the Filters shelf. Right-click and select Show Filter for each.
2. Adjust the filter settings by hovering over each filter and selecting the small downward arrow for a list of options (e.g., Multiple Values (Dropdown), Customize > Show Apply Button, etc.).
3. Add the filter worksheet made in previous steps to the dashboard. The filters will display with the settings you have set within the worksheet.

Note: Apply the filters in the blank filter worksheet to all applicable worksheets.

See the attached workbook and video for further details.

Additional Information

To voice your support for the inclusion of this feature in the future release of the product, vote for the following idea on Community.
Option to Format all Filters at once