Interaction between 2 reports in Tableau

Step I : Create 2 reports in individual worksheets.

Step II: Add 2 reports into a single dashboard page.

Step III: Provide interaction between 2 reports using Actions in Worksheet Menu.

Step I :

1.       Create first report : 

a.       Drag and drop Product Category from Dimensions into Columns

b.      Drag and drop Sales from Measures into Rows

c.       Drag and drop  Product Category into Color

d.      Drag and drop sales into Label

e.      Add Region, Product Category and Product Sub-Category in Filter

We can see the Product Category by Sales report as shown in the below screen

2.       Create second report:

a.       Drag and drop Product Sub-Category from Dimensions into Columns

b.      Drag and drop Sales from Measures into Rows

c.       Drag and drop  Product Sub-Category into Color

d.      Drag and drop sales into Label

e.      Add Region, Product Category and Product Sub-Category in Filter

We can see the Product Sub-Category by sales Report as shown in the below

Step 2: Add 2 reports into single dashboard page

Create new Dashboard page and add these 2 reports into dashboard page

Step 3: Provide interaction between 2 reports using Actions in Worksheet Menu

a.       Go to Worksheet Menu and click on Actions

Then it will open one window as shown in the below screen, Go to Add action -> Filter and click on OK

 

b.       then it will open below screen. Select the “Select” option as shown in the below screen and click on OK

 

Then it will display the screen as shown in below and click on OK

Here we are selecting the “Furniture” Category in First report, it is filtering the Furniture            Category Data in second Report.

 

Calculation Proof :

1. Furniture category Sales amount is 5,178,591 in first report

2. Furniture category Sales amount is 822,652+698,094+1,761,837+1,896,008 = 5,178,591 in Second report