Recently, I was helping someone with a Tableau dashboard in which an action from the first view filtered a second view. The second view additionally had a quick filter and that quick filter set to show only relevant values. Something like this:
But, try setting the drop down quick filter option to “Medium” and then select “Express Air”. Notice that “Medium” never occurs with “Express Air”. The result is all data filtered, a blank view, and the drop down filter shows “(Medium)” – it’s in parentheses to let you know that the filter value isn’t relevant.
And, I can confirm that with a quick view:
Indeed, not all ship modes use all priorities.
Now, the question arose: Can we get the quick filter to default to a certain value based on the Ship Mode selected? That is, can we set a default value for a quick filter based on an action?
Don’t be too quick to say, “No!” That was my first inclination. But I was wrong… There is a way!
And I’ll tell you next time…
…Just kidding! I’ll tell you now:
Let’s say I identify the following values that I want for the defaults of the quick filter drop down based on my selection:
Here are the steps I took:
Notice that I’ve specified the Target Filters to specifically map the Default Order Priority to the Order Priority.
After triggering the actions on the dashboard, you can look at the target view sheet and see that the Actions are applied as filters:
So, the final trick to dynamically set and change the quick filter value is to use the Action filter as a quick filter instead of the original field.
To do this, locate the little drop down caret and use the menu to add the quick filter for the Action:
And now, you have a dynamic quick filter with default values based on the selection! Experiment below: