Hi,
I'd like to raise a client feedback regarding Tableau's native multi-select filter behavior where user is expecting like Excel, where you can search for a value and immediately select it without having to deselect "All" first.
Scenario is In a Multi-Select Filter where all values are selected by default, when a user enters a keyword into the search box, for example "Ada", Tableau narrows the list of displayed values but retains the All selection state.
The user must then first deselect All before selecting the desired values.
The client's view is that the search box gives the impression that they are beginning a filtering action, similar to Excel. As a result, users expect to be able to search for a value and immediately select it.
We have given the client several options based on the current capability of tableau:
- Wildcard filter
- Single value dropdown
- Multi-value custom list
All of which the client has said does not resolve his original concern.
I understand this appears to be Tableau's intended behavior rather than a defect, I'm unable to find any official Tableau documentation that explains the rationale behind it.
If anyone could share/advise any documented explanation or product guidance on:
- Why the search box only narrows the displayed values rather than updating the selection itself
- The design rationale behind requiring users to deselect All before selecting a subset of values
Thanks
#Tableau Desktop & Web Authoring #Tableau Server #Reports & Dashboards
It's a bit interesting that when someone is developing out a filter using the Filters Card, the very feature you're looking to use is available just as you've described, the ability to search then select different values, then click apply (all values need to be deselected first):
However, the end-user doesnt' necessarily see that feature, they'll only see what's given to them in a multi-select list as you've noted. Perhaps the closest you could get to the above would be to right-click the filter on the View (where it is traditionally placed on the right side); then, from the list of options, select Customize, then select or rather check Show Apply Button.
In that manner a filter that is already pre-deselected, then the user can use a wildcard search on the filter, the click apply per each selection. So for example, Region is used from Sample Superstore data in a filter and it is already displayed with all values unselected. The apply button has been invoked. User searches for Central and selects that value then clicks Apply button:
The user then searches for another region of 'eas' and gets the following which is then checked and then click Apply button again:
Which would then return:
I think that would be the closest you're going to get to that type of Excel-like search and apply feature. Obviously, the end-user would need to again deselect all for their next instance of using it. But if the workbook is initially saved in a deselected state, then it will reflect as much when the user invokes use of it.
I haven't searched for it, but you could also create an Idea in the
Idea Exchangefor the same feature to be developed in the future. As to the why's/wherefores, sorry I don't have any good explanations for you as to how/why this was originally developed out.
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Best, Don Wise (Tableau Ambassador)