Question about automatically filtering versus not applying the filter

Question

Hi,

I’ve run into an issue that I’m hoping someone can help with. We are doing a visualization that is loaded to a client portal. Behind the scenes, the portal is using OrgID to filter the Bar vis to the specific org information.

I’d like to do a scatter plot showing all orgs within a region or state. The problem is when I set the OrgID on the scatter plot and apply it to just that org, logically the plot only contains that one org.

Can this be done showing the two different views or is the scatter plot a piece that need to be coded in the portal just like we’ve done with the OrgID so when the user pulls up their org, their region shows with all orgs?

I’ve attached a package workbook with dummy data to show what I’m attempting.

Thank you

Chris Geatch · Accepted Answer

Have a parameter for the user to choose between state or region.

Have a calculation on the source sheet to replace your current State pill on the bar chart, along the lines of:

CASE [Geography Choice]
  WHEN "State" THEN [State]
  WHEN "Region" THEN [Region]
END

Use that in your Filter Action

Chris Geatch · Answer

Your data is a bit of a limiting factor, in that you only have one state. If I understand correctly, you can just add [State Province Abr] to the Detail on your bar chart. Each Orgid only exists in one state, so it doesn't alter the chart, but gives you access to that field for a Filter Action. You can set it up something like this, to filter the scatter plot to display all Orgids in the same state as the one of the bar you clicked: Sorry if I've misunderstood what you're aiming for.

Question about automatically filtering versus not applying the filter

Tableau Desktop & Web Authoring

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