Hi,
We have a requirement where we have to pass a filter from one dashboard to another dashboard.
Dashboard 1(Summary):
Contains list of ID's and summary KPIs for that particular ID. Built on a aggregate table and will be a Tableau Extract.
Dashboard 2(Details)
Contains detailed data for the ID. This will be on top of bigger source table which have 5M-10M records. This will be live connection to the database and a where clause with selected filter.
Requirement:
User will click on the ID in the Summary dashboard, it should open the second detailed dashboard(Which I can derive using dashboard actions) for that particular ID and show the details for that.
Is there a way we can create a custom sql-live connection for the second dashboard and pass the filter in SQL query from the first dashboard?
What did I try? Went thru couple of blogs and
- Tried using quick filter, This ends up getting all the data from second table and filter it out in the dashboard.
- Tried to pass the parameter in the query, looks like if the source table changes parameter filter is not getting updated.
Thanks Venkat, going thru the above links gave me an Idea on how to do this.
This is what I did.
1. Created summary dashboard without any dashboard actions.
2. Created a simple string parameter.
3. Created detailed dashboard, With custom SQL with the above parameter and ID from the detailed table.
select * from table
where ID_From_Detailed_Table=<Parameters.ID>
4. Published both the dashboards to server.
5. Go back to summary dashboard in Tableau Desktop, Add a Dashboard URL Action
<Server>/#/views/CustomSQLParametersTest/Details?Parameters.ID=<ID_From_summary_dashboard>
6. Publish the dashboards again.
6. When I click the ID in Summary dashboard it will open up the popup with selected filter. And this
Let me know if anyone needs help on this.
Thanks
Santhosh
