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How To Avoid Moving To Another Sheet When Using A Filter Action


Published: 10 Dec 2021
Last Modified Date: 13 Dec 2021

Question

How to avoid moving to another sheet when using a filter action.

Environment

  • Tableau Desktop

Answer

Steps

 1. Connect to Sample - Superstore.
 2. Drag and drop [Sales] to Rows.
 3. Drag and drop [Sub-Category] to Columns.
 4. Create a new sheet.
 5. Drag and drop [Sales] to Rows.
 6. Drag and drop [Region] to Columns.
 7. Create a new Dashboard and drag and drop Sheet1 to the view. 
 8. Create a new Dashboard and drag and drop Sheet2 to the view. 
 9. In Dashboard1, click Dashboard in tool bar, and click Actions.
10. Click the button - "Add Action" and set up as follows.
        Run action on : Select
        Target Sheets : Dashboard2
        Check the box Sheet2
        Clearing the selection will : Show all values

 *At this point, clicking on the graph on Sheet 1 will take you to Dashboard2.*

11. In Dashboard1, click Floating and drag and drop Sheet2 to the view.
12. Make the size of sheet2 added in Step 11 as small as possible and move to the margin area.
13. Click Dashboard in tool bar, and click Actions.
14. Select Filter1 and click the button - "Edit" and set up as follows.
        Target Sheets : Dashboard1
        Check the box Sheet2 only.

*At this point, Clicking on a graph on Sheet1 does not move it to Dashboard2.*
*However, the graph in Dashboard2 is changing.*
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