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Filter Actions using Grand Totals Do Not Filter Target Worksheets


Published: 08 Oct 2013
Last Modified Date: 21 Jul 2020

Issue

Action filters do not filter the target worksheet(s) from Grand Totals. In other words, when a Grand Total value is clicked (or hovered over) on a view in which a dashboard action filter is set up, the target worksheets are not filtered according to the total value. 

In the case of a menu filter, the hyperlink will still appear when hovering over a Grand Total, but following the link will not filter the view as expected. 

Environment

Tableau Desktop

Resolution

Option 1: Create a separate Totals worksheet and combine worksheets on a dashboard.

Step 1: Create the Worksheet.

  1. Right-click on the axis displaying Grand Totals and select Add Reference Line, Band, or Box
    • In the Add Reference Line, Band, or Box dialog, select the Per Pane option.
    • Select the measure that is generating totals in the first Value drop-down menu.
    • Select the desired total aggregation (for example, SUM) in the second Value drop-down menu.
    • Select None in the Label drop-down menu.
    • Select None in the Line drop-down menu.
    • Click OK.
  2. Right-click on the axis displaying Grand Totals and deselect Show Header.
  3. Deselect Analysis > Totals > <Row or Column> Grand Totals.
  4. Right-click on the worksheet that displays grand totals and select Duplicate Sheet.
  5. Remove any dimensions that are partitioning the measure that is generating totals.
  6. Right-click on the measure generating totals and select Show Header.

Step 2: Create the Dashboard.

  1. Select Dashboard > New Dashboard.
  2. Drag the original worksheet and the duplicated worksheet to the new dashboard and arrange as desired.
  3. Select Dashboard > Actions.
  4. In the Actions dialog box, select Add Action > Filter.
  5. Select both the original worksheet and the new duplicated worksheet in the Source Sheets list.
  6. Select the desired target sheet in the Target Sheets list.
  7. Click OK.
Option 2: Use Set Action on the Dashboard (See attached Dashboard Actions not working - Solution.twbx) 

Step 1: Create Sets 'Year Set' and 'Category Set' on the sheet 1 'Category and Sales by Year' worksheet 
Step 2: Add these 2 sets to the Filter on the sheet 2
Step 3: Add 2 set actions on the dashboard 


 

Cause

Dashboard action filters do not currently apply to grand totals.

Additional Information

To voice your support for the inclusion of this enhancement in a future product release, add your vote to the following Community Idea: Action Filter on Grand Totals



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