How to Build a Reset Filters Button in Tableau

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  • เผยแพร่เมื่อ 26 พ.ย. 2024

ความคิดเห็น • 59

  • @onenumbertableau
    @onenumbertableau  ปีที่แล้ว +1

    Need help building one of these for your project? Schedule an hour with Ollie! www.eventbrite.com/e/tableau-office-hours-with-ollie-linley-eastern-time-tickets-439769641837
    Ready to master Tableau? Check out our lineup of upcoming classes! www.eventbrite.com/o/onenumber-15678294163

  • @perandersbjerke
    @perandersbjerke 12 วันที่ผ่านมา +1

    you helped me with my exam in Visual Analytics (Master) Thanks :D

    • @onenumbertableau
      @onenumbertableau  11 วันที่ผ่านมา

      That's so great to hear. Thanks for following up and letting us know!

  • @bskilla4892
    @bskilla4892 6 หลายเดือนก่อน +2

    This guy actually knows what he's doing. So many people just go through the motions, this guy actually understands.

    • @onenumbertableau
      @onenumbertableau  6 หลายเดือนก่อน

      Thank you so much! We're glad it sounds like this helped!

  • @ShengPhoebe
    @ShengPhoebe ปีที่แล้ว +1

    This is super helpful and practical! Thanks for sharing!

    • @onenumbertableau
      @onenumbertableau  ปีที่แล้ว

      We're glad it was helpful! You're welcome!

  • @PinkSomething5
    @PinkSomething5 2 หลายเดือนก่อน

    Thank you for all your help :)

  • @balakrik1
    @balakrik1 5 หลายเดือนก่อน +1

    Thank you for sharing. Is there a way to reset the values of parameter filters in Tableau?

    • @onenumbertableau
      @onenumbertableau  4 หลายเดือนก่อน

      You're welcome! Not with a creation like this but we recommend checking out the Reset Views button: th-cam.com/video/V9zT2WFkahE/w-d-xo.html&ab_channel=OneNumber-TableauExperts

  • @dawngam491
    @dawngam491 ปีที่แล้ว +1

    Thank you for this! It was very helpful! I have the reset button created and working, but when I click it the first time, it does nothing and is highlighted blue. When I click it the second time, it resets the filters and the highlighting is removed. Any ideas?

    • @onenumbertableau
      @onenumbertableau  ปีที่แล้ว +1

      Hey! The blue highlighter is annoying... it's there because Tableau sees the reset button as a worksheet, rather than a button. So here's a way around that! www.flerlagetwins.com/2020/07/14-use-cases-for-transparent-shapes.html?m=1

  • @xiaoyangshawnhuang1251
    @xiaoyangshawnhuang1251 ปีที่แล้ว

    great video and wonderful tutorial, thanks for sharing. :)

  • @LizDunsmoor
    @LizDunsmoor 3 หลายเดือนก่อน

    This is great! I would like to click the reset button and have nothing selected instead of everything selected. Why does clicking 'Exclude all values' not achieve this? And how do I achieve this?

    • @onenumbertableau
      @onenumbertableau  2 หลายเดือนก่อน

      Hey - good question. Technically, we're resetting the filter fields, rather than the filter action. You could definitely get Tableau to achieve this with a filter action by interacting with the sheet itself (you click on a state, it filters to the state, you click on your same state again, and the sheet disappears). But this reset button isn't great at that because it's a button that is build just to reset the filter menus, rather than the sheets themselves.
      So if you want everything to disappear, you could try to use DZV to achieve this, perhaps. Here's an example: th-cam.com/video/350YmFuRqrE/w-d-xo.html

  • @lemaywebdesign
    @lemaywebdesign 5 หลายเดือนก่อน +1

    Will this also work for when you are using sheets on a dashboard as a filter for the rest of the dashboard? I can't get it to reset those selections.

    • @onenumbertableau
      @onenumbertableau  5 หลายเดือนก่อน

      Hi John! Thanks for checking this video out. Unfortunately, this approach won't clear worksheet selections. However, we've got a video dropping on Wednesday about the "Reset View" button that should help with your question!

  • @jodyrohde6938
    @jodyrohde6938 9 หลายเดือนก่อน

    I've been watching and enjoying all of your videos. This is a great feature, however, it doesn't seem to work on Wildcard filters. It clears everything else, but doesn't touch the wildcard filter. Any solution to clear ALL filters (including the wildcard filter)? Thanks!

    • @onenumbertableau
      @onenumbertableau  9 หลายเดือนก่อน +1

      Hey! The only way you can reset a wildcard filter with a button is with an extension. They're trickier because you want to specify that a blank value goes into the wildcard filter. It's technically not resetting it.
      So that's a shortcoming of this method I'm afraid! Tableau doesn't have a native way to do this, so we're limited by the available features.

    • @jodyrohde6938
      @jodyrohde6938 9 หลายเดือนก่อน +1

      @@onenumbertableau Thank you for the response! I appreciate the additional information. I found an extension for a filter reset, but it also was limited and unable to reset the wildcard filter. I'll keep looking and keep watching your videos. Keep up the great work!

    • @onenumbertableau
      @onenumbertableau  9 หลายเดือนก่อน

      @@jodyrohde6938Thank you, you're welcome!

  • @pvsjyotsna
    @pvsjyotsna 2 หลายเดือนก่อน

    Sir how do I create a button to download only filtered data

  • @anastasiiaholovchenko9987
    @anastasiiaholovchenko9987 7 หลายเดือนก่อน

    Great video, thank you!
    What to do in a situations where I have a filter that flips between two graphs (e.g.: sales by week/ by period). I have Parameter (by week/ by period) Worksheet selection filter, and fields that go into it. I've tried everything but none of it resets this type of filter. Is there any way to do it?
    I'd appreciate any pointers, thanks!

    • @onenumbertableau
      @onenumbertableau  6 หลายเดือนก่อน

      Hey - you won't be able to reset the parameter selection using the reset filters button. Then, the reset filters button works best with dimensions. Measures can be buggy... so if you're trying to reset the measures using this, it might be choppy! But your end-users could use the reset dashboard button if they're viewing it on Tableau Cloud.

  • @Syzemic
    @Syzemic 11 หลายเดือนก่อน

    Thanks so much for this video. I was wondering, Is there a way to auto undo the selection of the sheet after you've clicked it, for a better UX? :)

    • @onenumbertableau
      @onenumbertableau  11 หลายเดือนก่อน +1

      I think if you use a transparent hex code color, it won't show the blue highlight after being selected. That doesn't really change the fact that it is selected, but at least it looks a little better: www.flerlagetwins.com/2021/10/introducing-transparent-color-hex-code.html
      Otherwise, I'd probably direct people to the Revert/Reset button on Tableau Server and Tableau Public.

    • @Syzemic
      @Syzemic 11 หลายเดือนก่อน

      @@onenumbertableau Thanks so much for the response I’ll have a look.
      I noticed another way is to use custom shapes. For some reason it doesn’t show the ugly blue highlight when using custom shapes.

    • @onenumbertableau
      @onenumbertableau  11 หลายเดือนก่อน

      @@Syzemic Nice! Hopefully one of these solutions works!

  • @ShaheenRasheed-u4c
    @ShaheenRasheed-u4c 3 หลายเดือนก่อน

    In our dashboards default filters we have a single value not 'All'. Is it possible to bring reset feature in this scenario?

    • @onenumbertableau
      @onenumbertableau  3 หลายเดือนก่อน

      Hmm that's a good question! By default, I don't think this will work as I explained it in the video. But you could set up a second filter action for the filter you want to return to a particular value and perhaps you could indicate what value it should be in the Filter Action menu?

  • @natashawalker6591
    @natashawalker6591 5 หลายเดือนก่อน

    If we have multiple dashboards do I need to create several reset filter buttons or can I reuse the same one?

    • @onenumbertableau
      @onenumbertableau  5 หลายเดือนก่อน

      Hey! You could use the same button. Be sure to select the right sheets on the right dashboards! But, you should be totally fine :)

  • @PragathiVunnam
    @PragathiVunnam 2 หลายเดือนก่อน

    Hi, I have created a worksheet named "Filter by Prefix" and added COURSE_PREFIX( which is a calculated field) to be true in the filter section. In the dashboard I have followed exact same steps and created a RESET button. After clicking the RESET button, the filter COURSE_PREFIX in the worksheet " Filter by Prefix" is changing back to "ALL". Can you please tell me what to do?

    • @onenumbertableau
      @onenumbertableau  2 หลายเดือนก่อน

      Hey! Good question - have you tried editing the filter action and removing the COURSE_PREFIX field from the "fields to filter" at the bottom of the action? Maybe that could help!

    • @PragathiVunnam
      @PragathiVunnam 2 หลายเดือนก่อน +1

      @@onenumbertableau Yeah! Will do that. Thank you.

    • @onenumbertableau
      @onenumbertableau  2 หลายเดือนก่อน

      @@PragathiVunnam You're welcome!

  • @pepex90
    @pepex90 2 หลายเดือนก่อน

    Hello! How can I remove the filters when, for example, the map is also a filter? That is, the map filters the dashboard, but I want to reset the filters, including the map that is also a filter.

    • @onenumbertableau
      @onenumbertableau  2 หลายเดือนก่อน +1

      Hey! The key here would be to show the action filter (from the map) instead of adding a second dimension-filter for the map. You could click on a sheet that's being filtered by the map, hit the dropdown, go to filters, and select the action filter linked to the map. It should display as a normal filter. Then you might be able to link up the reset button to this field! Let us know if it works!

    • @pepex90
      @pepex90 2 หลายเดือนก่อน +1

      @@onenumbertableauThank you!

    • @onenumbertableau
      @onenumbertableau  2 หลายเดือนก่อน

      @@pepex90 You're welcome!

  • @tokazhu6919
    @tokazhu6919 ปีที่แล้ว +1

    Followed your steps but it says "Missing fields on reset filter" on dashboard action setup

    • @onenumbertableau
      @onenumbertableau  ปีที่แล้ว

      Hey! As far as we've seen, this could be because there are multiple fields that you could select (like multiple date fields). Alternatively, it could just be because there are fields in the view that aren't linked to the reset filter!

    • @Syzemic
      @Syzemic 11 หลายเดือนก่อน +3

      WAs facing the same issue. The solution, incase anyone needs it is to go to a sheet fight click filters that say all using this data source and then click on selected worksheets. You need to deselect the 'reset all filters' sheet from there. It should work. :)

    • @김대현-d5w
      @김대현-d5w 9 หลายเดือนก่อน

      @@Syzemicwow. you save my life. great thanks!

  • @jais_shil
    @jais_shil ปีที่แล้ว

    Hi, want to divide single bar in 4 equal half such as 25%, 50%, 75% and 100%. And display count of measures falling in each part. Is it possible to make such viz? ( the size of all 4 parts should remain constant, only the Text value of measure will change)

    • @onenumbertableau
      @onenumbertableau  ปีที่แล้ว

      Hi Shilpa, thanks for reaching out. I'm not clear on what you're trying to accomplish. Do you have an example you can share?

    • @onenumbertableau
      @onenumbertableau  ปีที่แล้ว

      Maybe something like a summary tile? onenumber.biz/blog-1/2021/6/10/how-to-create-summary-tiles-for-tableau-dashboards

  • @WendyWare
    @WendyWare ปีที่แล้ว

    Hi there, I don't understand why you left "Keep filtered values" selected in the "Target Sheets" box. Don't you want to toggle to "Show all values" to reset the filters? Perhaps I'm misunderstanding the purpose of the "Clearing the selection will:" options. Can you clarify? Thanks!
    Target Sheets
    Clearing the selection will:
    -Keep filtered values
    -Show all values
    -Exclude all values

    • @onenumbertableau
      @onenumbertableau  ปีที่แล้ว +1

      Hey! Good question! It's because the filtering is happening when we click the button and not afterwards. So after we deselect the button (click on the button again), we want Tableau to keep all the restored values we've just specified. You could probably select "show all values" and it would still work.
      But that's the short answer!

    • @wendyware3064
      @wendyware3064 ปีที่แล้ว +1

      @@onenumbertableau Thank you! I love you guys and make watching your weekly blog post videos a priority!

    • @onenumbertableau
      @onenumbertableau  ปีที่แล้ว

      @@wendyware3064 You are welcome, thank you so much for the support!

  • @romanvasiura6705
    @romanvasiura6705 ปีที่แล้ว

    Thank you)

  • @julianandressalazar5755
    @julianandressalazar5755 2 หลายเดือนก่อน

    It doesn't work for me 😫

    • @onenumbertableau
      @onenumbertableau  2 หลายเดือนก่อน

      Hi! Thanks for checking this out. Can you detail what specifically isn't working?

    • @julianandressalazar5755
      @julianandressalazar5755 2 หลายเดือนก่อน +1

      ​@@onenumbertableau Hey! Thanks for answering. My reset button wasn't resetting the filters. I already fixed it and it was tricky. I had to right-click on each of the filters, then go to "Apply to Worksheets", then click on "Selected Worksheets", and then unselect the "Reset Button" worksheet.
      Great channel by the way 🤓thanks for your content

    • @onenumbertableau
      @onenumbertableau  2 หลายเดือนก่อน

      @@julianandressalazar5755 Well done on fixing it! That's awesome! 🚀