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When a Measure Filter Is Applied to Multiple Worksheets, Filtering Results Are Different for Each Worksheet


Published: 05 Mar 2024
Last Modified Date: 06 Mar 2024

Issue

When a measure filter is applied to multiple worksheets, filtering results are different for each worksheet.

For example, assume that you have the following worksheets. SUM(Sales) measure filter is applied to both worksheets.
 
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When the filter condition is changed, data differences occur between the two worksheets. How can we avoid them? 

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Environment

  • Tableau Desktop

Resolution

Follow along in the sample packaged workbook found in the Attachments section to review the steps below.

1. Open a new worksheet, and add State/Province and Category to Rows.
2. Add SUM(Sales) to Text.
3. Open a new worksheet, and add Longitude (generated) to Columns, Latitude (generated) to Rows.
4. Add Country/RegionState/Province and Category to Detail.
5. Create a calculated and name it Sales (TOTAL) with the following formula:
TOTAL(SUM([Sales]))
6. Add Sales (TOTAL) to Color.
7. Right-click Sales (TOTAL) in Color and select Edit Table Calculation. Configure it as follows:
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8. Add SUM(Sales) to Filters shelf.
9. Right-click SUM(Sales) in Filters shelf, and select Apply to Worksheets > Selected Worksheets and check the cross-tab worksheet above.
10. Open a new dashboard and place the two worksheets above. You can see that the subtotals in the cross-tab and the numbers in the map match, even if you change the filter condition.
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Cause

This issue has to do with the data granularity of the two worksheets. If you set up a measure filter across multiple worksheets, the measure values will be aggregated at the granularity of each worksheet.
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