CODEWITHSUNDEEP
filtertableau-apidashboard
user3267547
user3267547

Reputation: 37

Tableau: Different Fields, Same Filter

Let's say I had a list of transactions with the buyer and the seller. People are often in both columns. I want to have one worksheet with information about the sales, and one about the purchases. However, I want to be able to pick a single name in the filter on the dashboard and have it bring up their sales in the one worksheet and purchases in the other. Is there a way to do this since they are different fields? (Just using the same values in a lot of cases)

Upvotes: 1

Views: 1309

Answers (1)

Juanma
Juanma

Reputation: 195

I've just created a sample data to see whether I can replicate your question.

I'm sending you a link with my example https://public.tableau.com/views/Question/Dashboard?:embed=y&:display_count=yes

Sample data used:

+--------------+--------+--------+--------+
| Transactions | Buyer  | Seller | Amount |
+--------------+--------+--------+--------+
|          123 | Matt   | Jackie |   1000 |
|          456 | Jackie | Matt   |   1500 |
|          587 | Phill  | Jackie |   2000 |
|          874 | Matt   | Phill  |   1345 |
|          547 | Jackie | John   |   1000 |
|          514 | John   | Jackie |   1500 |
|          549 | Phill  | Matt   |   2000 |
|          451 | Jackie | John   |   1345 |
|          159 | Matt   | Joseph |   1000 |
|          457 | Jackie | Matt   |   1500 |
|          114 | Joseph | Matt   |   2000 |
+--------------+--------+--------+--------+

Steps:

  1. Create one parameter with the list of all buyers and seller.

I have called it "Parameter"

2- On "Buyer - Sample sheet" - Create a filter on the dimension Buyer.

Add dimension as filter --> Edit filter --> Condition ([Buyer] = [Parameter])

3- On "Seller - Sample sheet" - Create a filter on the dimension Seller.

Add dimention as filter --> Edit filter --> Condition ([Seller] = [Parameter])

4- On your dashboard

You will have Your seller sheet, the two sheets and the parameter. Every time You use the parameter, both sheets will change.

Hope you find it useful and it answers your question.

Upvotes: 1

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