KNOWLEDGE BASE

Action Filter does not filter Target Worksheet Including When Dimension is Added as Target Filter


Published: 25 Apr 2014
Last Modified Date: 09 Aug 2019

Issue

When a Filter Action has been created with the default "All Fields" selected for Target Filters,  and the Filter Action is triggered, the target worksheet is not filtered by some or all expected dimensions.
 
If the dimension is added as a target filter under "Selected Fields", then the following warning might display:
 
Missing fields on <source sheet name>

Environment

Tableau Desktop

Resolution

Depending on how the view is built the best solution will differ.

  • Use Option 1 when the missing dimension is less granular than dimensions already in the view.
  • Use Option 2 when the missing dimension is only on the Filters shelf in the source sheet, and option 1 changes the appearance of the view.
  • Use Option 3 when the target sheet should be filtered by a condition in a calculation on the source worksheet.
  • Use Option 4 when the missing field is an aggregated dimension, table calculation, or a dimension from the secondary data source.

Option 1: Add all dimensions to the source view

To see a demonstration, download the the workbook from the right-hand pane of this article and look at the dashboard "Option 1 (solution)"
  1. Add the dimension(s) to one of the following places: Rows shelf, Columns shelf, Color, Size, Label, or Detail.
Note: When using Selected Fields for Target Filters, then date filters must match the date level in the source sheet exactly. Some date levels have two similar looking options. For example, MONTH(Date Field) can be the truncated month, which returns something like 8/1/2019, or the month date part, which returns something like 8.

Option 2: Share the filter with the target worksheet

To see a demonstration, download the the workbook from the right-hand pane of this article and look at the dashboard "Option 2 (solution)"
  1. Share the filter(s) on the source sheet with the target worksheet. For detailed directions, see Apply Filters to Multiple Worksheets

 

Option 3: Create a dimension to pass a condition

When the source view includes a conditional calculation, in order to filter the target view by the same condition, the condition must be converted into a dimension. For example, the source view counts all customers with sales over $2000 and groups them by [Segment]. The Filter Action only passes the segment value and does not filter the target worksheet to only customers with sales over $2000.

To see a demonstration, download the the workbook from the right-hand pane of this article and look at the dashboard "Option 3 (solution)"
  1. Create a calculated dimension that contains only the condition. For directions on creating a dimension from a measure, see Unable to Convert Measure to Dimension

Option 4: Create an aggregate calculation that matches values in another dimension

When the source view includes an aggregated dimension, a dimension from the secondary data source, or a table calculation, and the Filter Action is set to All Fields, then the target view will not be filtered by that aggregated dimension, dimension from the secondary data source, or table calculation.

To see a demonstration of the solution below, download the the workbook from the right-hand pane of this article and look at the dashboard "Option 4 (solution)"
  1. Create a calculation that contains the aggregated dimension, dimension from the secondary data source, or table calculation if it not already a calculation
  2. In the Edit Filter Action dialog, Under Target Filters, choose Selected Fields
  3. Add a filter that sets the calculation from step 1 equal to a non-aggregated dimension

Cause

By default, Actions only pass non-aggregated dimension values that are present in the view. A dimension on the Filters shelf is used to filter the data that is brought into the view, but the filter values themselves are not brought into the view.

Additional Information

How to find the missing dimension(s)

All Fields (this is the default option for Target Filters)
  1. Trigger the Filter Action at least once
  2. Navigate to the target worksheet
  3. Read the name of the filter on the Filters shelf starting with Action(...). This filter is automatically generated by the Filter Action and will list out all dimensions included in the filter separated by commas
Selected Fields
  1. Navigate to Dashboard > Actions...
  2. In the Actions dialog edit the Filter Action
  3. Mouse over the warning "Missing fields on <source sheet name>"
  4. A tooltip will appear that lists out the name of the missing dimensions

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