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Syncing a Filter With a Filter Action


Published: 14 Mar 2017
Last Modified Date: 10 Oct 2019

Question

How to sync a filter and a Filter Action which apply to the same dimension. 

Environment

Tableau Desktop

Answer

Step 1: Create the Dashboard

To follow along with the example, either download the attached sample workbook (Sync_Actions_QuickFilters.twbx) and skip to Step 2, or open Tableau Desktop, connect to Superstore sample data, and create the following views: 
  1. Select Worksheet > New Worksheet.
    • Name the worksheet Map. 
    • Place State on Detail.
    • Place Profit on Color.
    • Place Sales on Size. 
  2. Select Worksheet > New Worksheet.
    • Name the worksheet Products.
    • Place Sales on Columns. 
    • Place Department and Category on Rows.
    • Place Profit on Color.
  3. Select Worksheet > New Worksheet.
    •  Name the worksheet Trend. 
    • Place Quarter(Order Date) (Continuous) on Columns. 
    • Place Sales on Rows. 

Step 2: Create the dashboard

Note: If you follow the below steps using the existing workbook, some steps may already have been completed. 
  1. Select Dashboard > New Dashboard 
  2. Drag the Maps, Products, and Trend worksheets to the dashboard. 
  3. Select the map view, and from its drop-down menu, select Use as Filter. 
  4. On the map view, select a state to activate the filter. 
  5. Select the Products view, and from the drop-down menu, select Filters > Action (State)
  6. The Action (State) filter will appear at the right, showing a list of states with check boxes. 
  7. On the Action (State) filter's drop down menu, select Apply to Worksheets > Selected Worksheets. 
  8. Select all sheets except the map view that you are using as a filter. In this case, select Products and Trend. 
  9. Now when you select a state, the quick filter will update so that the selected state(s) show a check mark. 

Additional Information

To view Step 2 in action, see the video below.
Note: the video has no sounds. 


Note: If the Filter Action filters on more than one dimension, the final filter will list combinations of dimension values as comma separated lists. To create filters that show only one dimension value per selection, create multiple Filter Actions that each only have one Target Filter.
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