Hello,
I am linking a visual to another one by a filtering action, meaning that when clicking on one of the field of the first visual, another one (second visual) is filtered only showing the values containing that field. The first visual itself contains some basic filters affecting only that visual.
The issue I encounter is that the filter on the second visual is not keeping all the basic filters contained in the first visual, but only the cascading filter field, so, when I use the cascading filter action, the data I see are different in the 2 visuals.
Is there a way to keep all the original filters from the first visual in the second one?
Hi @PanePane,
I believe that you will have to apply the filters from visual 1 so that they are also affecting visual 2.
Select Visual 1 and go to the edit filter section. Switch the ‘Applied to’ to Sheet instead of visual. Then, right underneath that, you can select which visuals within the sheet you’d like to apply them to. Hit the slider to turn on custom visual select and then you can just select visual’s 1 and 2 (see below).
Let me know if this helps for your case or if you have any additional questions!
Hello @Brett ,
This option seems not to work, due to the fact that the action-activated filter is dynamic (cascading to visual 2 only when clicking on one of the fields), while setting the basic filters as you mentioned affects the 2 visuals “statically” (2nd visual will be filtered as default on some fields). I don’t know if I explained clearly my issue, but I would like all the filters from visual 1 to transfer to visual 2 so to see same data-group when action filter is triggered.
Hi @PanePane,
Yes, I understand the case. Without attaching those filters from visual 1 to visual 2 though, there’s no way for visual 2 to filter.
This may be a bit easier to assist if you were to include some additional data (and screenshots of your 2 visuals if possible). What type of fields are you using in visual 1, what field are you using as the filter action? What filters are you trying to keep for the second visual?
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Hello @Brett ,
I attach some screenshots and add some details hoping this would be more useful.
I am using a dataset containing a set of order ids (1 row=1 order id), each one with a status (status can be either 1 or 0). For orders with 0 as status, a root-cause is added as information, always at order level. Root cause in case of status 1 is always null, because it is not required, while root cause in case of status 0 can be null if user forgets to add it.
I have a 1st visual which shows the frequency of each root cause, only filtered to orders with status 0 (this includes some “null”, because of what said before):
Then I have the 2nd visual which is a table with all order details (including status and root-cause,without any filter):
When the user try to get the order_id details of orders with status 0 and “null” root cause by clicking on the 1st visual slice in order to filter the second visual:
It happens that the 2nd visual (table) shows all the order ids filtered on “null” root cause, but not only the ones with status 0, also those with status 1. So the count of the orders is different from the one shown in the 1st visual (i.e. the one giving the 58%).
I hope this was more clear and maybe to find a solution.
Many thanks!