Hide a Worksheet with a Filter Action

Answer

CLICK TO EXPAND STEPS

Option 1

The attached workbook (see upper right hand corner of this web page) uses the example data set Superstore to demonstrate the following directions.

Use the Exclude All Value option of the Filter action to collapse target sheets under their titles, hiding all data.
Step 1 - Build the views

Drag [Region] to the Rows shelf and another instance of [Region] on Color.
Create a new sheet, and drag [Sales] to the Columns shelf.
Drag [Segment] to the Rows shelf.

Step 2 - Create the Dashboard

Create a new Dashboard and drag the newly created sheets to it.
Navigate to Dashboard > Actions…
In the Actions dialog, click Add Action > Filter…
In the Edit Filter Action dialog, do the following:
1. For Source Sheets, check only Sheet 1.
2. For Run Action on, choose Select.
3. For Target Sheets, check only Sheet 2.
4. For Clearing the selection will: select the option "Exclude Value"
Click OK to close all dialogs.

CLICK TO EXPAND STEPS

Option 2

The field [Segment] will never be equal to "", which is the value of [Blank]. Therefore, whenever this Filter Action is run, all of the values in "Sheet 2" will be filtered out, and "Sheet 2" will disappear.

Step 1 - Build the views

Drag [Region] to the Rows shelf and another instance of [Region] on Color.
Select Analysis > Create Calculated Field
Name the calculated field "Blank", enter the following formula and click OK:
```
""
```
Drag [Blank] to Detail.
Create a new sheet, and drag [Sales] to the Columns shelf.
Drag [Segment] to the Rows shelf.

Step 2 - Create the Dashboard

Create a new Dashboard and drag the newly created sheets to it.
Navigate to Dashboard > Actions…
In the Actions dialog, click Add Action > Filter…
In the Edit Filter Action dialog, do the following:
1. For Source Sheets, check only Sheet 1.
2. For Run Action on, choose Select.
3. For Target Sheets, check only Sheet 2.
4. For Target Filters, select the Selected Fields radio button.
5. Click Add Filter…
In the Add Filter dialog, do the following:
1. For the First Field dropdown, select Blank.
2. For the Second Field dropdown, select Segment.
Click OK three times to close all dialogs.