Hide a Worksheet with a Filter Action

Published: 16 Sep 2017
Last Modified Date: 16 Jan 2019

Question

How to hide a worksheet with a Filter Action.

Environment

Tableau Desktop

Answer

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

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.

Create a new worksheet, named "Sheet 1".
On "Sheet 1", drag [Region] to the Rows shelf.
On "Sheet 1", drag [Region] to Color on the marks card.
Select Analysis > Create Calculated Field
In the Calculated Field dialog box that opens, do the following, and then click OK:
- Name the calculated field. In this example, the calculated field is named "Blank".
- In the Formula field, create a calculation similar to the following:
- ""
On "Sheet 1", drag [Blank] to Detail.
Create a new worksheet, named "Sheet 2".
On "Sheet 2", drag [Sales] to the Columns shelf.
On "Sheet 2", drag [Segment] to the Rows shelf.
Create a new dashboard.
Drag "Sheet 1" and "Sheet 2" onto the new dashboard.
Navigate to Dashboard > Actions…
In the Actions dialog, click Add Action > Filter…
In the Edit Filter Action dialog, do the following:
- For Source Sheets, check only Sheet 1.
- For Run Action on, choose Select.
- For Target Sheets, check only Sheet 2.
- For Target Filters, select the Selected Fields radio button.
- Click Add Filter…
In the Add Filter dialog, do the following:
- For the First Field dropdown, select Blank.
- For the Second Field dropdown, select Segment.
16. Click OK three times to close all dialogs.