Defining Filters and Parameters to be used as Tableau Global Filters
- Only String, Boolean and Numeric data types are supported. Tableau Global Filters using an unsupported data type will be ignored.
- Only for categorical filters are supported. i.e. filters that are applied by selecting one or more values via a drop-down, radio button, check boxes or wildcard.
- A Tableau Global Filter will be applied to a view even if it does not appear in the list of filters or parameters for the view but does appear in the definition of the data source(s) used by the view.
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When defining a Tableau Global Filter ensure that the selection criteria (single, multiple or wildcard) for the any displayed Tableau Quick Filter is the same for all views within the scope of the Tableau Global Filter. The Tableau Global Filter values are applied irrespective to the selection criteria of the Quick Filter as it is not possible for Xpress Insight to discover this from the view. For example on ViewA a Tableau Quick Filter is shown where a user can select multiple values. On ViewB the same Tableau Quick Filter is shown but the user can only select one value. If on ViewA the user changes the filtered values and selects multiple items and then moves to ViewB, the Tableau Quick Filter will only show one item selected in the Tableau Quick Filter but will filter based on the multiple items selected in ViewA.
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When defining a Tableau Global Filter ensure that any Tableau Quick Filters relating to a Tableau Global Filter shows all filter values and not just the filter values that relate to the data shown on the view. This is controlled via the Tableau 'Show More/Fewer' feature against a Quick Filter. As the Tableau Global Filter may act across several views it may cause confusion if a user cannot see exactly which filter values have been applied to the view.
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