Let’s say I identify the following values that I want for the defaults of the quick filter drop-down based on my selection:
Here are the steps I took:
1. Create a field that gives me the default order priority for each Ship Mode. I could do this in the source. I chose to do this as a row-level calculation. It’s important that it’s row-level and not aggregate, because I’ll need the field to be classified as a dimension (so no blending for the default, either).
2. Make sure the field is in the view that will trigger the action. Here, I’ve just added it to the detail of the Marks card:
3. Then create a new, separate action in the dashboard that maps Default Order Priority from the source sheet to the Order Priority field of the data source for the target:
(Notice that I’ve specified the Target Filters to specifically map the Default Order Priority to the Order Priority.)
After triggering the actions on the dashboard, you can look at the target view sheet and see that the actions are applied as filters:
So, the final trick to dynamically set and change the quick filter value is to use the action filter as a quick filter instead of the original field.
To do this, locate the little drop-down caret and use the menu to add the quick filter for the action:
And now, you have a dynamic quick filter with default values based on the selection! Experiment below:
Check out additional works by Joshua Milligan on Tableau Public, on Twitter, and on his website, vizpainter.com.