In a Tableau filter action, what do the three clearing-the-selection options do?
answer
- it governs the no-selection state
- three options, and one blanks the target
- the classic ticket is there's no data
- deselecting should usually reset something
- pair the blank state with an instruction
basics
~20 sLeave the filter keeps the last selection applied after deselecting. Show all values drops the filter so the target shows everything. Exclude all values blanks the target until the user selects a mark, which is the usual cause of an empty-looking dashboard.
solid answer
~50 sEvery Tableau filter action has a setting for what the target sheets do once the user deselects the source mark. **Show all values** removes the action filter entirely, so the target returns to its full, unfiltered state — the sensible default for most dashboards. **Leave the filter** keeps the last selection in force, which is useful when you want the drill-down to persist but confuses readers who deselect and expect a reset. **Exclude all values** returns nothing until a mark is selected, deliberately blanking the target; it is the right choice for a detail-on-demand panel that only makes sense after a selection, and the wrong choice when a first-time viewer opens the dashboard and sees an empty table with no explanation. If you use it, pair it with a caption or an empty-state message telling the reader to click a mark.
code
text · 4 linesFilter action: "Sales by Region" -> "Order Detail"
Run action on: Select
Target filters: Selected Fields [Region] -> [Region]
Clearing the selection will: Exclude all valuesgo deeper
Be ready to name the three choices and what each shows when nothing is selected, and to recognize that a blank sheet on a dashboard is often an action setting rather than missing data.
Explain why Exclude all values exists — a detail table that is meaningless and expensive before a selection — and how the setting interacts with hover, select and menu triggers.
Show a diagnostic routine for an empty target: sheet in isolation, every action targeting it, field mapping, then ordinary filters. Pair deliberate blank states with an empty-state message.
Own the convention. Decide as a team when detail panes start empty, how reset is offered, and what an empty state must say, so viewers never file a data-is-missing ticket against a working dashboard.
## Where the setting lives Open Dashboard > Actions, add or edit a filter action, and beneath the source sheet, trigger and target sheets there is a line reading *Clearing the selection will:* with three choices. It applies to what the **target** sheets show when the source has no selection — either because the dashboard was just opened, or because the user clicked empty space to deselect. ## Show all values The action filter is removed. Each target sheet reverts to whatever it would show with no action applied, which is usually the whole data set (minus any other filters on the sheet). This is the behaviour readers intuitively expect: I clicked, things narrowed; I clicked away, things reset. It is the right default for a dashboard where every sheet is meaningful on its own — a set of summary charts where clicking one narrows the others but the unfiltered view is still worth looking at. ## Leave the filter The last selection stays applied after deselection. There is no way for the reader to get back to the unfiltered state by clicking empty space; they have to select something else, or use a Reset button or a filter card. This is occasionally what you want — a drill-down that should stick while the reader scrolls or interacts with a different control — but it is the most common source of *the dashboard is stuck on last month and I cannot clear it* complaints. If you choose it, give the reader an explicit way out. ## Exclude all values With no selection, the action passes a filter that matches nothing, so the target sheets are empty. They typically render as a blank pane, or show the sheet's configured empty-state text. This is deliberate design for a **detail-on-demand** panel: a summary chart on top, and a row-level table beneath that is meaningless — and expensive — until the reader has narrowed it. Excluding all values also avoids the case where the detail sheet tries to render hundreds of thousands of rows on open. It is also the number-one reason someone opens a published dashboard and reports *there's no data*. The sheet is not broken and the extract is not empty; the action is doing exactly what it was told. When you use this setting, always give the empty sheet a caption, an annotation or an empty-state message such as *Select a region above to see order detail*, so a first-time viewer knows what to do. ## Diagnosing the empty dashboard When a target sheet is unexpectedly blank, work through it in order: 1. Open the sheet on its own, outside the dashboard. If it has data there, the dashboard interaction is responsible rather than the data. 2. Open Dashboard > Actions and check every filter action targeting that sheet. More than one can target it, and their effects intersect. 3. Check the clearing behaviour on each. An Exclude-all-values action with no selection empties the target no matter what the other actions do. 4. Check the field mapping. A Selected Fields mapping whose values never match produces exactly the same blank result even while a mark is selected. 5. Check ordinary filter cards and data source filters on the target, which have nothing to do with actions and can also empty it. ## Interaction with the trigger The clearing behaviour interacts with how the action runs. With **Run on Hover**, the selection clears as soon as the mouse leaves the mark, so Exclude all values makes the target flash empty every time the pointer moves off a chart — usually intolerable. **Run on Select** pairs naturally with Exclude all values, because the selection persists until the reader clicks elsewhere. **Run on Menu** also pairs well, since the reader has taken a deliberate action. ## A related pattern If you want a target to start blank *and* you want a friendly message rather than an empty pane, one common approach is a text object or a floating container that sits over the sheet and is toggled by a parameter or set driven from the same interaction. That is more machinery than most dashboards need; a clear caption above the detail table usually solves the confusion. ## What this setting is not It is not a security control. Excluding all values only affects what the target sheet renders in this session; the underlying data is still in the workbook or data source, and a viewer with permission can still access it through other views or by downloading the data. Restricting who can see which rows is a permissions and row-level filtering concern, not an action setting.
- A published dashboard opens with one sheet completely empty. How do you diagnose it?Open the sheet on its own first; if it has data there, the dashboard is doing it. Then check Dashboard > Actions for every filter action targeting that sheet — an Exclude-all-values action with nothing selected empties the target by design, and a Selected Fields mapping whose values never match looks identical. Rule out ordinary filter cards and data source filters on the sheet last.
- Why is Exclude all values a poor fit with a Run on Hover trigger?Hover clears the selection the moment the pointer leaves the mark, so the target empties every time the mouse drifts off the chart and refills when it drifts back. The dashboard flickers and feels broken. Exclude all values belongs with Run on Select or Run on Menu, where the selection persists until the reader deliberately changes it.
- How do you let a reader return to the unfiltered state when the action is set to Leave the filter?Give them an explicit reset path, because clicking empty space will not do it. Options include a filter card or parameter control on the target that the reader can set back to All, a navigation button that reloads the dashboard's original state, or simply switching the action to Show all values if persistence was not really required.
saying these in an interview costs you the question
- Thinking a blank target means the extract or query is empty
- Assuming deselecting always resets the target sheets
- Using Exclude all values with no on-screen instruction
- Treating an excluded target as a security control
- Not checking that two actions can target the same sheet