Filtering by worksheets in the dashboard – action filters

We will now set a filter using one dashboard element to filter out other dashboard elements. We will also introduce action filters. We will start with the dashboard and avoid applying any filters:

1. Click on the Sheet 1 chart in the dashboard.
2. Click on the white arrow (More Options) that appears alongside the chart area.
3. From the drop-down menu, select Use as Filter:

4. Try it by clicking on any column header or any circle in the Sheet 1 chart.
5. You have now created an action filter, which you can see if you navigate to Dashboard in the main menu toolbar and click on Actions...:

6. Alternatively, you can create an action filter from scratch. Navigate to Dashboard in the main menu toolbar and click on Actions....
7. In the Actions window, click on the Add Action > button and select Filter...:

8. In the Add Filter Action window, under Source Sheets, leave all three sheets checked.
9. Under Run action on, click on Select.
10. Under Target Sheets, leave all three sheets checked.

11. Under Clearing the selection will, select the Show all values option:

12. Click on OK.
13. In the Actions window, click on OK.
14. All three sheets in the dashboard are acting as filters. Try it out by clicking on any bar/circle, or a column header, in any of the charts.