如何根据 Tableau 上的点击过滤不同工作表上的数据 [英] how to filter data on different sheets based on clicks on Tableau

问题描述

如何根据 Tableau 中的点击过滤不同工作表上的数据.例如:

表 1 - 分区如下所示:

+------+-------+-----+|姓名 |月 |... |+------+-------+-----+|一个 |简 |... ||乙 |简 |... ||C |二月 |... ||D |三月 |... ||... |... |... |+------+-------+-----+

工作表 2 - 分区包括月份.

当我单击工作表 1 上的 Jan 时，Tableau 可以过滤工作表 2 上的 Jan 吗?

我尝试包含一个 URL 并使过滤器对所有工作表通用，但过滤器在点击"时不起作用，是吗?

解决方案

过滤器操作是 Tableau 中必不可少的基本工具，您将希望快速掌握它们，因此我建议您点击 这个帮助页面 很好地概述了他们如何工作.

转到操作...(如果您在仪表板上，可以从仪表板访问此菜单，或从工作表访问相同菜单strong> 如果您正在使用工作表工作).选择添加操作>，然后选择过滤器.您的源工作表(将控制过滤器的工作表)将是工作表 1.您的目标工作表(将被过滤的工作表)将是工作表 2.点击选择下的运行操作:.

在菜单底部的目标过滤器下，选择选定字段.这将允许您仅过滤您在此菜单中定义的特定字段.点击 Add Filter... 并为源和目标选择 Month.您现在已经创建了一个从工作表 1 到工作表 2 的过滤器，该过滤器将仅基于 Month 进行过滤.

您可能不需要那么具体，实际上可以过滤所有字段.如果工作表在仪表板中，有一种快速的方法可以做到这一点.单击仪表板中第 1 表右上角的下拉菜单，然后选择用作过滤器.这将使用从该工作表到仪表板上的所有其他工作表的所有字段自动创建过滤器.如果您需要调整它，您可以转到我们刚刚讨论的同一个操作...菜单，从列表中选择过滤器，然后从那里更改我们上面讨论的任何内容.>

How to filter data on different worksheets based on clicks in Tableau. For example:

Sheet 1 - The partition looks like this:

+------+-------+-----+
| Name | Month | ... |
+------+-------+-----+
| A    | Jan   | ... |
| B    | Jan   | ... |
| C    | Feb   | ... |
| D    | Mar   | ... |
| ...  | ...   | ... |
+------+-------+-----+

Sheet 2 - The partition includes Month.

When I click on Jan on Sheet 1, can Tableau filter Jan on Sheet 2?

I tried including an URL and making the filter universal to all sheets but filter doesn't work "on click" does it?

解决方案

Filter actions are an essential and fundamental tool in Tableau, and you're going to want to master them fast, so I'd recommend hitting up this help page for a good overview of how they work.

Go to Actions… (if you're on a dashboard, you can access this menu from Dashboard, or access the same menu from Worksheet if you're working from a worksheet). Select Add Action > and choose Filter. Your source sheet (the sheet that will control the filter) will be Sheet 1. Your target sheet (the sheet that will be filtered) will be Sheet 2. Hit Select under Run action on:.

At the bottom of the menu, under Target Filters, choose Selected Fields. This will allow you to filter only the specific fields you define in this menu. Hit Add Filter... and choose Month for the source and the target. You've now created a filter from Sheet 1 to Sheet 2 that will only filter based on Month.

It's possible that you don't need to be that specific and can actually filter all fields. There's a quick way to do that if the sheets are in a dashboard. Click the dropdown menu at the top right of Sheet 1 in the dashboard and select Use as Filter. This will automagically create a filter using all fields from that sheet to all other sheets on the dashboard. If you need to tweak it, you can go to that same Actions... menu we just discussed, select the filter from the list, and change any of the things we discussed above from there.

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