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In a tableau dashboard, while using filter actions, how can you select the first value after another sheet level filter has been applied?



2019 Community Moderator ElectionIn Tableau, how to pass values to action filters that are not in pie chart?How can we speed up initial Tableau Server Dashboard loadTableau: how can I filter dimensions/metrics on the dashboard based on the user's previous selectionFilter Results in One Worksheet Based on the Selection in Another Work Sheet in TableauTableau: How can I display the filtered value passed via an Action while drilling down to another dashboard, in the filter field?Tableau performance issue with Tabular Object ModelHow to filter dashboard based on quick filter values selected in Tableau ?dynamically updated stored procedure in Tableau?Schedule refresh Tableau desktop 10.4 and schedule refresh at a particular day/timeTableau Include Latest Revision (Publish) Date in Dashboard










0















  • Assume you have a tableau dashboard that has two sheets 1 and 2.

  • Sheet 1 has a filter which also appears on the dashboard. Let's say there are three options "A", "B" and "C" in the filter and there's just one record per alphabet which comes from sheet 2.

I have filter actions selected in the dashboard. So when I select "A" in the dashboard, the sheet on the dashboard gets updated. But I still need to click on "A" again to make sure the data from the other sheet gets refreshed.



Is there a way to have filter actions "self-select" the first field after a sheet filter is applied on the dashboard?



This is the filter actions I'm referring to : https://onlinehelp.tableau.com/current/pro/desktop/en-us/actions_filter.htm










share|improve this question
























  • How many data sources are you using ? if you have 1 datasource and you're using the same dimension in each sheet then it should work exactly as you describe. If you are using a different datasource in Sheet 2 the solution will change depending on if the dimension is the same name or a different name in the second dats source.

    – cmcau
    Mar 10 at 6:53











  • @cmcau : It is working, but not conveniently. Users have to apply a filter on the dashboard and then click again to activate the dashboard action. Ideally, you'd want the dashboard to update as soon as you select the filter. In this case, once you apply the filter, only the filter selection appears on the dashboard, but it isn't selected.

    – Achyutha Mohan
    Mar 13 at 4:23















0















  • Assume you have a tableau dashboard that has two sheets 1 and 2.

  • Sheet 1 has a filter which also appears on the dashboard. Let's say there are three options "A", "B" and "C" in the filter and there's just one record per alphabet which comes from sheet 2.

I have filter actions selected in the dashboard. So when I select "A" in the dashboard, the sheet on the dashboard gets updated. But I still need to click on "A" again to make sure the data from the other sheet gets refreshed.



Is there a way to have filter actions "self-select" the first field after a sheet filter is applied on the dashboard?



This is the filter actions I'm referring to : https://onlinehelp.tableau.com/current/pro/desktop/en-us/actions_filter.htm










share|improve this question
























  • How many data sources are you using ? if you have 1 datasource and you're using the same dimension in each sheet then it should work exactly as you describe. If you are using a different datasource in Sheet 2 the solution will change depending on if the dimension is the same name or a different name in the second dats source.

    – cmcau
    Mar 10 at 6:53











  • @cmcau : It is working, but not conveniently. Users have to apply a filter on the dashboard and then click again to activate the dashboard action. Ideally, you'd want the dashboard to update as soon as you select the filter. In this case, once you apply the filter, only the filter selection appears on the dashboard, but it isn't selected.

    – Achyutha Mohan
    Mar 13 at 4:23













0












0








0








  • Assume you have a tableau dashboard that has two sheets 1 and 2.

  • Sheet 1 has a filter which also appears on the dashboard. Let's say there are three options "A", "B" and "C" in the filter and there's just one record per alphabet which comes from sheet 2.

I have filter actions selected in the dashboard. So when I select "A" in the dashboard, the sheet on the dashboard gets updated. But I still need to click on "A" again to make sure the data from the other sheet gets refreshed.



Is there a way to have filter actions "self-select" the first field after a sheet filter is applied on the dashboard?



This is the filter actions I'm referring to : https://onlinehelp.tableau.com/current/pro/desktop/en-us/actions_filter.htm










share|improve this question
















  • Assume you have a tableau dashboard that has two sheets 1 and 2.

  • Sheet 1 has a filter which also appears on the dashboard. Let's say there are three options "A", "B" and "C" in the filter and there's just one record per alphabet which comes from sheet 2.

I have filter actions selected in the dashboard. So when I select "A" in the dashboard, the sheet on the dashboard gets updated. But I still need to click on "A" again to make sure the data from the other sheet gets refreshed.



Is there a way to have filter actions "self-select" the first field after a sheet filter is applied on the dashboard?



This is the filter actions I'm referring to : https://onlinehelp.tableau.com/current/pro/desktop/en-us/actions_filter.htm







filter tableau tableau-server tableau-public






share|improve this question















share|improve this question













share|improve this question




share|improve this question








edited Mar 6 at 23:25







Achyutha Mohan

















asked Mar 6 at 23:13









Achyutha MohanAchyutha Mohan

397




397












  • How many data sources are you using ? if you have 1 datasource and you're using the same dimension in each sheet then it should work exactly as you describe. If you are using a different datasource in Sheet 2 the solution will change depending on if the dimension is the same name or a different name in the second dats source.

    – cmcau
    Mar 10 at 6:53











  • @cmcau : It is working, but not conveniently. Users have to apply a filter on the dashboard and then click again to activate the dashboard action. Ideally, you'd want the dashboard to update as soon as you select the filter. In this case, once you apply the filter, only the filter selection appears on the dashboard, but it isn't selected.

    – Achyutha Mohan
    Mar 13 at 4:23

















  • How many data sources are you using ? if you have 1 datasource and you're using the same dimension in each sheet then it should work exactly as you describe. If you are using a different datasource in Sheet 2 the solution will change depending on if the dimension is the same name or a different name in the second dats source.

    – cmcau
    Mar 10 at 6:53











  • @cmcau : It is working, but not conveniently. Users have to apply a filter on the dashboard and then click again to activate the dashboard action. Ideally, you'd want the dashboard to update as soon as you select the filter. In this case, once you apply the filter, only the filter selection appears on the dashboard, but it isn't selected.

    – Achyutha Mohan
    Mar 13 at 4:23
















How many data sources are you using ? if you have 1 datasource and you're using the same dimension in each sheet then it should work exactly as you describe. If you are using a different datasource in Sheet 2 the solution will change depending on if the dimension is the same name or a different name in the second dats source.

– cmcau
Mar 10 at 6:53





How many data sources are you using ? if you have 1 datasource and you're using the same dimension in each sheet then it should work exactly as you describe. If you are using a different datasource in Sheet 2 the solution will change depending on if the dimension is the same name or a different name in the second dats source.

– cmcau
Mar 10 at 6:53













@cmcau : It is working, but not conveniently. Users have to apply a filter on the dashboard and then click again to activate the dashboard action. Ideally, you'd want the dashboard to update as soon as you select the filter. In this case, once you apply the filter, only the filter selection appears on the dashboard, but it isn't selected.

– Achyutha Mohan
Mar 13 at 4:23





@cmcau : It is working, but not conveniently. Users have to apply a filter on the dashboard and then click again to activate the dashboard action. Ideally, you'd want the dashboard to update as soon as you select the filter. In this case, once you apply the filter, only the filter selection appears on the dashboard, but it isn't selected.

– Achyutha Mohan
Mar 13 at 4:23












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