Search functionality in Unqork - workflow

I have a dashboard which has 10 records labeled as name, contact number and policy number. I need to have search bar. Using policy number I need to retrieve the record.
How can this be achieved using Unqork?

I hope you might be using the viewGrid to display the records under dashboard, there's a feature to enable filters in viewrid properties where it shows search bar kind of item for each column, based on the activity each column can be filtered accordingly.

Related

Is it possible to change sort of Tableau filters

I have a tableau worksheet where I have a visible filter on 'year's. The natural sort of the drop-down is ascending order. I would like to change the order to be in descending order--most recent at top.
Yes, have a look at the following link.
https://kb.tableau.com/articles/howto/sorting-quick-filter-values
Here is the relevent details from the link.
Answer
Ensure that the data to be sorted is not currently filtered. Any data
being filtered when the manual sort is set will not be a part of the
manual sort settings.
From the Data pane (where the Dimensions and Measures are displayed)
right-click the field that you want to format, and then select
Default Properties > Sort.
Select Manual, adjust the sort order, and then click OK. For more
information, see Sort.
Additional Information
These steps will not work for filters created from date fields.

How do I find the average age of users based on value of another column?

I have a dataset for health procedures with each patient listed under Index_Num. Most patients are listed several times as they have had several services. There is a column with their age.
There is another column called Portal_Use, which says "Yes" or "No" based on whether the user is a portal user.
The question I am trying to visualize in Tableau is the Average Age of Portal Users.
I created a group of the Index_Num, but don't know where to go from there. I'm essentially looking for a bar chart that has one bar for portal users and one bar for non portal users with the average age. This would be very easy if there weren't multiple rows per patient.
Based on your explanation I have used below data to generate the sample workbook.
Use your Portal_Use flag as a Columns
Add Age as an AVG value in Row section
From Show me section select the Type of Bar char you needed
Above will give you desired results as per below.
I hope this helps!!!

dynamic column in tableau based on quick filter selection

I would like to know if it is possible to create a dynamic column in Tableau that will change based on quick filter selection.
Example:
Tableau sample screenshot
Try using parameters to select the category. This will give you step by step directions.
Doing this is as simple as it looks.
Assuming that you're using a query to fetch data, make sure the column on which you want to apply filter is available in the select statement.
Next, go to Sheets and drag the field into Filters section, right click on it and select Show filter
The filter will be visible on the right pane and can be used to alter the data depending upon the values / ranges selected.
Also, filters on Tableau give you a host of options to select from - dropdowns, radio buttons, check boxes, sliders etc etc...

Graph based on the user filter selection

On a tableau dashboard there are 2 filters and a bar graph.
The filters are 1. to select top or bottom customers
2. how many ex:5,10,15 etc
when the user selects top and 5 in the respective filters then top5 customers have to show in the bar graph.
if the user selects bottom ,10 in the respective filters then bottom 10 customers have to shown in the graph.
how to achieve this when the data contains only customers details and their billing amount ?
Instead of filter, you can go with the Parameter for getting the result. I have done the top and bottom multiple times in many of the tableau visualizations and its so easy.
Below are the steps to achieve your requirement.
Create a parameter that will allow you to select top and bottom
Create another parameter that will allow you to select the desired numbers like 5, 10, 15 etc.
Here i have created a parameter that will have values from 10 to 50 in a step size of 10.
Create a calculated field that will subset data based on the parameters chosen
In the above screenshot, I am using the top site parameter and creating a conditional statement that will show the states based on the value chosen in the site parameter and the value for that state.
Put the calculated field in the filter and select show and click ok in the filter box.
Now the view will show the top count based on the value selected in the parameter.
Please note the calculation is for top N and for bottom N you need to change the calculation.
Hope this will help you. I can provide you a workbook if you need.

How to use one filter on two separate fields at the same time

I am working on a Tableau visualisation of network data, showing trends in user behaviour.
I have a table with users (USERS) and a table with network messages (MESSAGES): Each message has a sender and a receiver from the list of users.
I have two worksheets, one showing trends of outgoing messages and one showing incoming messages. The two worksheets are placed in the same dashboard.
How can I create a filter dropdown containing all users from USERS that filters senders in one worksheet and receivers in the second worksheet?
I have tried to duplicate the MESSAGES data source and blend USERS with two different fields, but the performance is not acceptable. Any ideas are welcome.
Thanks in advance
Create a new parameter:
data type string
allowable values set to list
add from field - user field
Quick filter on user-sending
select condition tab, By formula
[user.sending]=[user.parameter]
Repeat for user-receiving sheet.
Lastly, right-click user.parameter and select 'add to sheet' (or add it to you dashboard).
You can do so by selecting the 'use all' option rather than using a range or a list. This works very well for dates especially as it shows a calendar and then you can pick the date you want to see.