KNOWLEDGE BASE

Changing filters in a Story does not apply to a sheet in Viz In Tooltip


Published: 27 Apr 2018
Last Modified Date: 06 Dec 2018

Issue

After changing the filter selection on a story, the viz in tooltip visualization does not update. The viz in tooltip worksheet will still be filtered by any dimension in the view of the parent worksheet.

Environment

Tableau Desktop

Resolution

Option 1: Add the dimensions to the view of the parent worksheet. See option 1 in Viz in Tooltip not Filtered by Dimensions on Filters Shelf

Option 2: Add the sheet used for viz in tooltip to the dashboard before adding the dashboard to a story. If just a worksheet was added to a story, then it will be necessary to create a new dashboard for the original worksheet and the viz in tooltip worksheet.

 

Cause

Stories create their own instances of filters that affect only the worksheet, or the worksheets in the dashboard, that have been added to the story. This allows for a user going through a story to explore filter options without affecting other places the worksheet may appear.

Viz in tooltip worksheets are referenced to by the original worksheet, and are not included in the story with the parent worksheet.

Additional Information

The attached workbook demonstrates an example of the viz in tooltip worksheet being included on the dashboard and then hidden.
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