How can I filter data on different sheets based on clicks on Tableau

+1 vote

How to filter data on different worksheets based on clicks in Tableau. For example:

Sheet 1 - The partition looks like this:

+------+-------+-----+
| Name | Month | ... |
+------+-------+-----+
| A    | Jan   | ... |
| B    | Jan   | ... |
| C    | Feb   | ... |
| D    | Mar   | ... |
| ...  | ...   | ... |
+------+-------+-----+

Sheet 2 - The partition includes Month.

When I click on Jan on Sheet 1, can Tableau filter Jan on Sheet 2?

I tried including an URL and making the filter universal to all sheets but filter doesn't work "on click" does it?

Jul 20, 2018 in Tableau by Atul
• 10,240 points
10,835 views

1 answer to this question.

0 votes

Filter actions are an essential and fundamental tool in Tableau, and you're going to want to master them fast, so I'd recommend hitting up this help page for a good overview of how they work.

Go to Actions… (if you're on a dashboard, you can access this menu from Dashboard, or access the same menu from Worksheet if you're working from a worksheet). Select Add Action > and choose Filter. Your source sheet (the sheet that will control the filter) will be Sheet 1. Your target sheet (the sheet that will be filtered) will be Sheet 2. Hit Select under Run action on:.

At the bottom of the menu, under Target Filters, choose Selected Fields. This will allow you to filter only the specific fields you define in this menu. Hit Add Filter... and choose Month for the source and the target. You've now created a filter from Sheet 1 to Sheet 2 that will only filter based on Month.

It's possible that you don't need to be that specific and can actually filter all fields. There's a quick way to do that if the sheets are in a dashboard. Click the dropdown menu at the top right of Sheet 1 in the dashboard and select Use as Filter. This will automagically create a filter using all fields from that sheet to all other sheets on the dashboard. If you need to tweak it, you can go to that same Actions... menu we just discussed, select the filter from the list, and change any of the things we discussed above from there.

Ready to become a Tableau-certified expert and take your data analysis skills to the next level? Enroll now in our Tableau Certification Course!

answered Jul 20, 2018 by ffdfd
• 5,550 points

Related Questions In Tableau

+1 vote
1 answer

How to add filter on different sheets based on clicks?

Go to Actions… (if you're on a dashboard, you ...READ MORE

answered Aug 1, 2018 in Tableau by Atul
• 10,240 points
909 views
0 votes
1 answer

How to display days data based on date selected in the filter by the user.

You can create a parameter for dates. Select data ...READ MORE

answered Aug 15, 2018 in Tableau by AwesomeSauce
• 860 points
1,631 views
0 votes
1 answer

How can I filter my data to see the results for 8 days ago?

Hey try these steps and let me ...READ MORE

answered Sep 5, 2018 in Tableau by xyz
• 1,560 points
676 views
0 votes
1 answer

How can I filter data to 8 days ago?

Create a calculated field using datemath to ...READ MORE

answered Sep 29, 2018 in Tableau by Atul
• 10,240 points
832 views
0 votes
1 answer

How to color code cells of a column based on the text value in Tableau

You can use the following steps to ...READ MORE

answered Mar 27, 2018 in Tableau by Atul
• 10,240 points
9,833 views
+2 votes
1 answer
0 votes
1 answer

Calculated filed with if-then

Below is the required code:  IF (NOT ISNULL([test2])) ...READ MORE

answered Mar 27, 2018 in Tableau by Atul
• 10,240 points
1,561 views
0 votes
1 answer

Reset filters in Tableau

I understood your question (I hope so!). ...READ MORE

answered Mar 30, 2018 in Tableau by QueenBee
• 1,820 points
3,993 views
+2 votes
1 answer
0 votes
1 answer

How can I use Tableau to create a heatmap?

Step 1: Create an Excel Spreadsheet with ...READ MORE

answered Apr 2, 2018 in Tableau by ffdfd
• 5,550 points
2,864 views
webinar REGISTER FOR FREE WEBINAR X
REGISTER NOW
webinar_success Thank you for registering Join Edureka Meetup community for 100+ Free Webinars each month JOIN MEETUP GROUP