Tag Archives: parameters

Creating a Dynamic Range “Parameter” in Tableau

Tableau’s native parameters have a couple of key limitations as of this writing in February 2018: The list of values is static and we can only select one value at a time, not a range of values. So when we want to do something like set up a viz with user-selectable top and bottom thresholds we have to set two parameters, not one, when what we really want is a nice range control like the view below:

What it looks like here is that I’m using a ranged “parameter” to change the mark color & shape whose set of possible values is based on other filters…which is what we’ve wanted in Tableau for awhile now. Now you might be asking “Why go to all this trouble, why not use Tableau’s JavaScript API or the (forthcoming) Extensions API?”. And my response to that is that not everyone has the expertise available to use Tableau’s APIs or D3 so we’ve got to make the best use of the tool that we have at hand. Curious about how can you build this for yourself? Read on to find out!

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Crosspost from DataBlick – Tableau Dynamic Parameters Using Alteryx

I’ve been hearing lots of good things about Alteryx as an ETL tool and have been looking forward to using it more. Here’s what I did the day after Alteryx training: built an introductory solution in Alteryx for dynamically updating Tableau parameters, the post is up at DataBlick.

 

 

Parameters

Sheet Selector & Worksheet Swapping

http://vizpainter.com/sheet-selection-on-steroids/

http://www.tableausoftware.com/support/forum/topic/using-parameters-i-created-dynamic-dashboard-swaps-visuals

http://www.alansmitheepresents.org/2011/03/changing-viz-types-with-dashboard.html

http://community.tableausoftware.com/thread/109920

http://kb.tableausoftware.com/articles/knowledgebase/creating-sheet-selector-for-dashboard

https://www.interworks.com/blogs/dwyers/2012/05/10/using-layout-containers-hide-views-your-tableau-dashboard

Using SIZE() to change what type of data is shown. Doesn’t use a parameter, but is in the category of “change the dashboard based on some factor” that the above links all use:

http://www.alansmitheepresents.org/2014/03/inline-filtering-using-tableau-size.html

Changing Hierarchies and Swapping Measures

http://www.clearlyandsimply.com/clearly_and_simply/2012/03/dynamic-hierarchies-with-tableau.html

http://kb.tableausoftware.com/articles/knowledgebase/parameterized-measure

alternatively, hide using action filters

http://community.tableausoftware.com/thread/117501

URLs and URL Parameters for Reports
http://www.tableausoftware.com/support/forum/topic/url-parameter-report-pdf-format#comment-44996
http://www.tableausoftware.com/support/forum/topic/passing-filter-parameters-url

Note: URL parameters for boolean fields must be lowercase “true” or “false”, not “False”, “FALSE”, 0, etc.

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Dashboards

Templating

Good workflow by Matt Francis:
Wannabe Data Rock Star: Create a default Tableau Template

Sizing

Awesome post by Shawn Wallwork on monitor sizes:
http://community.tableausoftware.com/message/185447#185447

Output

using #Tableau to copy images and then Paste>Special>Metafile in Powerpoint just changed my life (and my image resolution problems)!

Embed and open Tableau workbooks in PowerPoint

http://www.clearlyandsimply.com/clearly_and_simply/2012/05/embed-and-open-tableau-workbooks-in-powerpoint.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+ClearlyAndSimply+%28Clearly+and+Simply%29

Worksheet->Export->Crosstab to Excel does a crosstab view (would need to fill), Worksheet->Copy->Crosstab does all values

Using parameters to create a dynamic hierarchy
http://www.clearlyandsimply.com/clearly_and_simply/2012/03/dynamic-hierarchies-with-tableau.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+ClearlyAndSimply+%28Clearly+and+Simply%29

http://kb.tableausoftware.com/articles/knowledgebase/creating-table-contents-navigate-other-dashboards

Filter all views in one dashboard
http://community.tableausoftware.com/thread/116216

Dashboard/view display:
Using filter values in target sheet title makes it clear which data is displayed #tableaujedi #TCC11

Creating menus to navigate within a tableau workbook using Filter Actions
http://interworks.co.uk/tooltips/menu-navigation-within-a-tableau-workbook/

Performance tip
http://tableaulove.tumblr.com/post/21715365748/tableau-performance-show-sheets-as-tabs

Cleaning up visualizations:
http://community.tableausoftware.com/message/174886#174886

Titles:
Put dates in Title field, other totals to indicate aggregation/filtering
Use an IFNULL([Field], “”) to make blank strings, and can color those strings

Buttons on dashboards:
http://community.tableausoftware.com/thread/116260
ideas: create a worksheet that looks like a button, then put a filter action behind the worksheet

Pretty sliders on dashboards (from Shawn Wallwork):
http://community.tableausoftware.com/thread/117632

Open dashboard with action
http://community.tableausoftware.com/thread/117786

iPad
https://www.interworks.com/blogs/eshiarla/2012/02/10/designing-tableau-visualizations-ipad

rotating iPad does not force resize/refresh:
http://community.tableausoftware.com/thread/116903

Need two Action filters to have filter action on self and other worksheets:
http://community.tableausoftware.com/message/200979#200979

Creating a report portal (to other Tableau Dashboards) as a Tableau Dashboard – by Mark Jackson:
http://community.tableausoftware.com/docs/DOC-5277

Custom Tableau Server landing page (a Tableau Dashboard that points to other Tableau Dashboards) – by Mark Jackson:
http://community.tableausoftware.com/docs/DOC-5276

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[field title] – Added [field date]
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Related posts:

    [loop tag=”buttons,dashboards,menus,parameters,table-of-contents,dashboard” exclude=”this” relation=”and” compare=”not” taxonomy=”category” value=”wikicontent”]

  • [field title-link][field thumbnail-link]

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Creating a Dynamic “Parameter” with a Tableau Data Blend

As of June 2015, Tableau is actively looking at different aspects of the (complicated) subject of dynamic parameters. See Dynamic Parameters: The Results are In for an overview, and Dynamic Parameters Update for continuing updates.

Currently (July 2013), the #1 most-voted-for Idea for Tableau is Dynamic Parameters. Here, I’ll show you a technique for using Tableau data blending to create a dynamic, data-driven “parameter”. We’re going to use a loosely coupled secondary data source to get the information associated with the “parameter” and return that information to the primary data source, where it can be used in further calculations. Some examples of where this can be useful:

  • Choose one value to build a comparison to other values, such as finding the distance from a chosen origin city to a set of destination cities, or a market basket-type analysis where we want to compare one against others.
  • Set the limits and input data to an algorithm that is then used to create other results, for example to get a starting set of data to use to build a projection, such as an executive retirement forecast model.

Read on for a description of the technique and demos of all three options!

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