August 2, 2011
Tableau Tip: Local vs. Global Filters on a Dashboard
A few weeks ago I chimed in on a discussion on Tableau’s forum regarding a concern/problem/feature request that a user wanted to see in Tableau. Here’s a synopsis of the discussion:
Having to create duplicate data sources & bookmarks is burdensome, inefficient, and painful.
Global Filters needs this functionality soon:
- Moveable Quick Filters – moving on any worksheets moves the global quick filter on all worksheets
- Ability to select or unselect multiple global quick filters at the same time
- Ability to turn On or Off across all worksheets with one button toggle
- Ability to make local to only specific worksheet(s), while leaving the filter for all the other worksheets
- Dashboard filters, filters that only effect sheets on the local/current dashboard
I’ve run into this myself several times and developed a bit of a workaround that I now use quite often. In essence, instead of using a global filter (which impacts all sheets including and beyond the current dashboard), I create additional worksheets, but make them look like a quick filter. Here’s an example:
Notice the three tables on the right. These are actually worksheets. I’ve created actions based on what you click in these three tables. This method works for creating a filter that’s local to the dashboard. It doesn’t completely address the issue raised, but it comes pretty close.