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Filtering to an Entire Group a Member Belongs To

Publish Date: Feb 25, 2026
Task
How to filter a view to the group a member belongs to. For example, after picking one product, and then seeing all products in the same category as the chosen product.

In other words, in a view that contains two dimensions on Rows, how to return all records of Dimension (1) when filtering by Dimension (2). 
Steps
Use a parameter or set to select the product, and then use a FIXED expression to create a filter that will return the same value for all rows within a group. The attached example workbook uses the sample data set Superstore to demonstrate the following directions:

Option 1: Replace the filter with a parameter

Step 1: Create a parameter

  1. In the data pane, right-click the [Product Name] field and select Create > Parameter…
  2. In the Create Parameter dialog box, name the parameter. In this example I will call the parameter "Select a Product Parameter"
  3. Optional: Under List of values, select the "When workbook opens" radio button, and select Product Name from dropdown
  4. Right-click [Select a Product Parameter] in the data pane and select Show Parameter Control

Step 2: Create a calculated field

  1. Select Analysis > Create calculated field
  2. Name the calculated field "Selected Product's Category Filter (parameter)"
  3. Enter a formula similar to the following and click OK:  
    { FIXED [Category] : MAX([Product Name] = [Select a Product Parameter])}

Step 3: Filter your view

  1. Drag the new calculated field [Selected Product's Category Filter (parameter)] to the Filters shelf
  2. In the Filter dialog, check True and click OK.
 

Option 2: Replace the filter with a set

Step 1: Create a set

  1. In the data pane, right-click the [Product Name] field and select Create > Set…
  2. In the Create Set dialog box, name the set. In this example I will call the parameter "Select Products Set"

Step 2: Create a calculated field

  1. Select Analysis > Create calculated field
  2. Name the calculated field "Selected Product's Category Filter (set)"
  3. Enter a formula similar to the following and click OK:  
    { FIXED [Category] : MAX([Select Products Set])}

Step 3: Filter your view

  1. Drag the new calculated field [Selected Product's Category Filter (set)] to the Filters shelf
  2. In the Filter dialog, check True and click OK.
  3. Right-click [Select Products Set] in the left-hand data pane and select Show Set
Additional Resources
Explanation of the above FIXED calculation:
  1. We determine which rows in the underlying database have a product name matching the name chosen in the parameter.
    • Note, the expression [Product Name] = [Type in product name] will only return TRUE on rows that contain a selected product.
  2. The FIXED expression will return the maximum of [Product Name] = [Type in product name] for every unique value of [Category].
    • TRUE is considered "bigger" than FALSE.
    • In other words, if any row within a category contains TRUE, then the FIXED expression will return TRUE for all of the rows for that category.

When to use parameters versus sets
  • Users can only select one value in a parameter, but sets allow for multiple selections
  • Sets can only be shared between views that use the same data source whereas parameters can be used with multiple data sources
  • Sets can only contain values from the data, whereas parameters can contain any values
For more information, see:

 
Knowledge Article Number

001453789

Attachments

filter to group_v2021.1.twbx

1225 KB

 
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