How to set Actions from sheet to Dashboards

0 votes
HI, I want to have an action (Filter) from dashboard to a worksheet.

When i hover over a worksheet in dashboard, the filter must be applied on other sheets in the same dashboard.

When i click on the region on the dashboard, it should navigate to the sheet to provide complete details of that region. From that sheet back to dashboard when right clicked on screen through another action (Click).

Can someone help me to do this.I have taken Global Superstore data source for solving this Problem
Feb 28 in Tableau by ch
• 3,290 points

edited Feb 28 by ch 40 views

1 answer to this question.

0 votes

Hey,

The below Filter can be used to navigate from dashboard to a specific worksheet.

( Here "Dashboard 1" is dashboard name and "Brief details about Region" is the sheet i want to navigate )

You can add filter like this. 

And to navigate back to dashboard from the worksheet, you can add a filter like this ( "Menu" is selected which show the action in the menu as shown below)

And to show the filter over hover in the dashboard, you can add a filter like this below. (when you want a filter of one sheet to effect other sheets in the dashboard)

Select the sheets required in the "Target Sheets" that must effect the filter of another sheet in dashboard.

Hope this helps you. Happy learning.

answered Feb 28 by Cherukuri
• 31,840 points

edited Feb 28 by Cherukuri

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