tableau-desktop

How can I click on a row in one sheet, and goto another sheet?

I have a Tableau Desktop report with 2 data sources and 2 sheets.

Each data source uses a SQL Server stored procedure.

I had to break it up into 2, because when combining all the data for all the drivers, it took way too long to load.

So the first sheet just loads a summary for each driver like this:

driverID    lastName
---------------------
348743      James          <--- *CLICK* I'm trying to figure out how to click a row, to goto the 2nd sheet
349368      Roduh
846331      Cortez
984631      Rockwell

The 2nd one, loads specifics for one driver(I currently have driverID 348743 hard-coded):

driverID        Event               DateTime
--------------------------------------------
348743          Lunch break         3/1/2023 11:45AM  
348743          Flat tire fix       3/1/2023 03:10PM 
348743          Dinner break        3/1/2023 06:25PM
348743          Night rest          3/1/2023 10:30PM  
348743          Breakfast break     3/2/2023 07:45AM

I made an action on sheet1, so when I click on it, it goes to sheet2. But that's as far as I am able to get.

Is there a way, so that if I click on a sheet1 row, it takes that driverID and goes to sheet2 and shows the data specific to that driver?

I haven't been able to figure this out....

thanks!

Solution

  • First, I recommend making one tableau data source that has 2 database tables, with a one to many relationship defined between them. Say relating a Driver table to an Event table. Only use a stored procedure or custom sql if absolutely necessary- usually it’s not needed and better to point to tables or views

    Second, there are multiple ways you can allow users to navigate between summary and detailed views. The Simplest is to put both views on a dashboard; create a filter action from the dashboard menu where selecting an item in the summary view filters the detail view. Be sure to define the action to show nothing when nothing is selected (to avoid fetching the world at start)

    So read about filter actions. You might want to check out viz in a tooltip as a similar approach. Or read about guided analytics with tableau.

    As a helpful touch, also edit the title of the detailed view, and use the insert button on the title dialog to show the name(s) of who is being filtered to