Effectively I need an action filter to have a source field/dimension rather than source sheet
Creating multiple sheets doesn't work as I am using a line graph and don't want the user to have to scroll twice for the sheets to align. Amending the height doesn't work either as the axis (dates) aren't visible.
Hi @Adam Jackson,
I see the others have taken a crack at this but may not have hit the mark as it looks like you need the ability to navigate to the page that correlates to the selected attribute; possibly as this has more details surrounding the selected field for example, if you were showing sales by region, you would want to select West from your chart to be taken to a deep-dive all about West.
Am I right so far?
Tableau cannot navigate by column, so you cannot select West to be taken to a page about West, and then select East to be taken to a page about East, but what we can do is use the v2019.2 Set Parameter Value action filter to feign such an action, the only caveat is, your users will only be able to view one deep-dive page at a time, which isn't usually a problem as Tableau natively navigates to the page.
So the way to set this up would be to create a parameter, but as this will contain an updateable value, we'll prefix this as 'v' for variable:
1/ So create an empty string parameter, call it vRegion and temporarily populate this as West.
2/ Now create your deep-dive page, create a filter, call it fRegion with this expression:
Region = vRegion
3/ Drag fRegion onto the filters and Select True
3a/ Now will be a great time to add some focussed titles, be sure to include a for vRegion addition, this ensures the selected location from our variable will be visible, thus telling your users all is well.
4/ Now create two dashboard pages: Summary and Deepdive
5/ On the Summary dash, drag your sales by region chart
6/ And in the dashboard actions of Summary, add a Set Parameter Value action, and in the dialogue select the action to run on click, use your sales by region chart, select Region as the source and vRegion as the target parameter. Press OK
7/ Now add a Navigate to sheet action, again, choosing your sales by region sheet as the source, and select the Deepdive dashboard as the navigate to target
And now you're good to go. Each time a user clicks the Sales by Region chart, Tableau will populate the vRegion with the selected region, which shall then filter the Deepdive dashboard (behind the scenes), and then forward the user to the Deepdive dashboard.
Let me know if this is not working for you.
Steve
