KNOWLEDGE BASE

Creating an Apply Button for Multiple Filters on a Dashboard


Published: 16 Aug 2019
Last Modified Date: 30 Jul 2020

Question

How to create an apply button for multiple filters on a dashboard.

Environment

Tableau Desktop

Answer

  1. Create a calculated field named Apply which contains the following:
    "Apply"
  2. Create a new sheet  and name it Apply button.
  3. Add Apply to Rows.
  4. Add all dimensions you want to filter to Detail. The attached example workbook uses Segment, Category, and Sub-Category from the Superstore sample data source. 
  5. Add all dimensions you want to filter to Filters
  6. Change mark type to Polygon.
  7. Right click the header and select Hide Field Labels for Rows.
  8. Create a dashboard and add the Apply button sheet to it.
  9. Add whatever sheet you would like to filter to the dashboard.
  10. Select Dashboard > Actions and choose the following options:
    • Select Filter Action
    • Select "Apply button" for Source Sheets and all sheets for Target Sheets.
    • Select "All Fields" for Target Filters, or you can specify fields by clicking "Add Filter".
Did this article resolve the issue?