Tableau: Multiple sheets swapping on action filter
A short explanation behind what its all about and how it works. Refer to the attached workbook (SheetSelection_ThroughActions.twbx):
Problem Statement: Clicking on the Region section should show its corresponding State sheet, while hiding State sheets belonging to other Regions, i.e. a single click from source sheet should show destination 1 and hide destination 2.
Issue: This functionality is not native to Tableau.
Solution Steps:
- Create multiple dimension calculated fields with value 1, 2, 3 etc. depending on the number of source sheets. We have three source sheets (Central, East & South) and hence have three calculated fields.
- Create various dashboard action filters from each source to each destination, and pass the appropriate dimension field in the ‘Target Fields>>Selected Fields’ section.
- Select 'Leave the Filter' option under 'Clearing This Selection Will' section.
Why/How does this feature work?:
In passing the action from source to destination, the passed dimension fields (Filter1 & Filter 2) that don’t have the same value will go Null/Blank, while those that match (Filter1 & Filter1) get displayed. This forces dashboard actions to behave in a binary way helping hide & show two different sheets with a single click.
Caution: The number of dashboard actions increases by a factor of n^2 as number of source/destination sheets increase (assuming each source has unique destination sheet).
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