0
votes

First time poster here. I am putting together a dashboard to show progress of a number of projects which all contain a given set of milestones. I put together two charts, a 'milestone overview' which shows a count of project_id by milestone achieved (blue) or not yet achieved (grey), and a 'gantt chart' which shows timeline of these milestones for each project_id see milestone and gantt dashboard. All projects should contain all of the milestones but it's not always the case.

I would now like to apply dashboard action to filter the 'gantt chart' and only show projects which contain the selected milestone in the 'milestone overview' and where that milestone has been achieved (or not achieved depending on the selection), but preserve the appearance. Esentially I need to pass project_id from 'milestone overview' to the 'gantt chart', see desired result filtered gantt

Currently, the only common dimension is activity_id (milestone) so when I use this to filter the gantt, the correct projects are shown, but all other milestones are excluded from the view and the gantt breaks see this image I've tried adding project_id to the details shelf in the 'milestone overview' chart but it then fragments the chart see fragmanted milestone chart I then tried pushing it to the secondary axis (to sit behind the aggregated chart) but dashboard actions ignore it because then only to aggregated chart from first axis can be selected. I also posted un Tableau community forums here with a sample workbook, but haven't yet had any responses. Any suggestions?

Thanks

2

2 Answers

0
votes

I think you just need to place a filter for the Activity ID on your Gantt chart Worksheet, like this:

Gantt View

When you go to the Dashboard, the action filter should filter like this:

Dashboard

I can send you back the workbook if you like.

0
votes

FYI please see the response provided by Yuri in Tableau community forums. Basically this is a one-click solution with Set Actions in the new 2018.3 version. For those in older versions, provided is a two-click solution (snapshot added). I'm not fully clear on why this works given there are no common fields between 'show projects' and 'milestone overview' sheets, yet the dashboard action still goes through without the 'missing fields on sheet...' error. Anyway, it's the best alternative to set actions.snapshot of the solution provided