As many other posts have done, I'm trying to figure out a way to make default values in a lower filter for cascading filters. If I have two, single select drop down quick filters (I can only use single select drop down with the all option turned off in the customize menu; I cannot do multiple values list) and one is "School Level" and the other is "School Name", I need to create a filter action that will set School Name to a default element based on the choice of School Level. For example, if I have my School Level set to "Middle Schools" and my School Name is set to "ABC Middle School", then change my School Level to "Elementary Schools", I need School Name to change to an element within "Elementary Schools", say "XYZ Elementary School." I work to make school data more accessible than how it is currently reported and many of the families who use the dashboards I work on will struggle to access this tool if changing your school level makes the view go blank because the school you were looking at is not in the new level.
Someone recommended creating a reset button, but that doesn't actually solve the problem. If by default when you open the visualization my School Level is set to "Elementary Schools" and the School Name is set to "ABC Elementary School" (because the filters have to be set to something when you start and it can't be the all option), once you change your School Level to "Middle Schools," the problem is the first thing you encounter because the School Name filter is set to "ABC Elementary School" which is not a Middle School. Now, because you are confused, you press the reset button and are sent back to where you were before.
I've also seen this webpage titled How to dynamically set default values for quick filters and I've tried to recreate his steps, but I assume Tableau has changed how the filter action works since 2015 when the page came out. I've attached the workbook file below to see what I've tried there. His example used a field in the original Sample Superstore called Order Priority, but that no longer is included. To replicate the issue here, I used Sub-Category to act as the sub-filter for the action to affect, then limited it to 2021 and a few manufacturers since the data set is so big. When you click "Same Day" as the Ship Mode in the dashboard and set the Sub-Category to copiers, the Profit Per State view will go blank. It's likely I just don't know how to use filter actions correctly since I'm newer to Tableau, but any help would be appreciated.
I also found the setting default filter selections post, but it is based on the post mentioned above and I'm struggling to figure out how to parse out the issue I'm having.
Any help is greatly appreciated!
thanks for attaching your workbook Filters in Tableau do not Cascade - they are what is known as AND filters - selections on several dimensions all must return a True when the filters are applied - you can use cascading parameter values - see https://jimdehner.com/2021/10/04/sets-and-filters-the-condition-and-top-n-tabs-what-do-they-do/ the 7th example show how it is done with the addition of a dashboard extension -
