I have two sheets in my Tableau dashboard:
- Bar chart Sheet – A stacked bar chart showing HCPs Called vs. HCPs Not Called, broken down by Decile Group.
- Detail Sheet – A detailed table showing individual HCP-level information.
I want the following interaction:
When I click on a specific segment of the stacked bar—for example, Decile Group 1 → HCP Not Called, where the count is 9—the detailed sheet should display only those 9 HCPs who belong to that specific segment.
However, currently, when I click on the bar, Tableau is filtering only by the Decile Group. So instead of showing the 9 HCPs who are Not Called, it shows all 77 HCPs belonging to that Decile Group.
Requirement
I want the dashboard action to filter based on both dimensions:
- Decile Group
- Called / Not Called status
So, if I click:
Decile Group 1 → Not Called (9)
the detail sheet should show exactly those 9 HCPs, not all 77 HCPs in Decile Group 1.
Is there a way to achieve this in Tableau using a dashboard filter/action or a calculated field?
#Tableau Desktop & Web Authoring
Thanks for sharing the calculations.
The tricky bit is that HCPs minus HCPs Called gives you a count, but no list of Account IDs for the action to filter.
One thing that caugt my attention: for Decile0, HCPs requires CY_CALL = 1 or Target = TRUE, but HCPs Called does not. Is that intentional? If Called includes accounts outside the HCPs population, the subtraction won’t give you the correct Not Called count.
I would use your existing conditions to flag eligible HCPs, then check whether each Account ID has any qualifying call within the relevant decile. Eligible accounts with no qualifying call would be "Not Called". That gives you a status field to use for the colours and the action.
Are there date or territory filters on the dashboard? That would affect how i would write the account-level calculation.
