Clear a subset of selections on sheet navigation

[ArulViz]

Hi Qlik experts,

In my model, there are 4 dimensions that are common to all sheets and any selections made in those 4 dimensions will need to be retained on sheet navigation. Other dimensions are relevant only to their respective sheets, and any selections made on such dimensions on one sheet will need to be cleared when moving to another sheet. What is the best way to achieve this?

There is a "Clear selections in field" option in Sheet Actions. We tried adding one Action for every sheet specific dimension. But, that is not an efficient solution as it results in too many Actions and also the sheet keeps reloading for every action.

Look forward to your thoughts / ideas.

[rubenmarin · Accepted solution]

Hi, if there are only a few fields to keep and many sheet-dedicated a workaround could be add actions to lock the fields you want to keep, clear all (keeping the locked fields) and unlock all.

This could be hard to maintain, it's better to teach the users that an application is a whole set of data and some selections may not work or retrun wrong results in other analysis, so they need to keep an eye on the selections bar.

In some ocassion this can be solved by data model design, or even splitting sheets in different apps.

[ArulViz]

Hi @rubenmarin,

Thanks very much for your response. 

Tested the approach on one sheet and the idea of locking required fields and then clearing all works good. It just loads the sheet once initially and then once more for the clear all action, but that is much better than the previous attempt using "Clear selections in field" where every clear action was reloading the sheet.

The model brings together data for different risk categories and binds them with the mentioned 4 common dimensions. Splitting them would mean each sheet kind of becomes its own app and doesn't solve the requirement of a consolidated risk view.

Also, we thought about this approach earlier regarding training users to use the filters appropriately. For now I will go with this "lock - clear all - unlock" idea as it takes out the possibility of wrong selections and misleading insights. 

Happy to accept this as solution. Will just give it some more time to see if there are any alternate solutions coming from the community. Thanks again for your time and proposed solution 👍😊