Is it possible to display date parameter in tableau as a calendar?
Thanks
It looks like you can.
It looks like there is a bit of a process to doing this:
Drop the Date Dimension into the Filter, select "Range of dates", and
hit "Next>".
Then select "Load Domain", and select Apply/OK. (I left
the, "Show:" as "All Values in Database".)
Then add the Quick Filter.
This should achieve what you are looking for. Note that that post linked the same link above, but it did not direct you to the correct page. I had to use a web archive to get it to work.
Related
I have a "Range of Dates" filter and what I want is for the max (or right most value) to always be the most recent date which should be today's date. What seems to be happening is that if I leave the dashboard open and come back the next day the max value is yesterday's date and I must manually move the slider over to be today's date. How can I accomplish this?
I find a calculated field is the best way to do this as I have run into the same issues using the out of the box max date filter.
Create a calculated field as follows:
[date] = {FIXED: max([date])}
This creates a True False field where only the records that have the max data and carried through.
Now drag this onto the filter pane and select 'TRUE'.
I've generally seen two basic approaches for this problem: Calculated fields and relative dates.
Use a calculated field or parameter or some combination of calculated fields and parameters with filters. This is similar to what smb suggests in their answer to this question. It also seems to be the most popular approach.
If you don't particularly care about being able to set the end-date with the slider, you could try using relative dates, using the approaches detailed in the accepted answer to this Tableau forum question and in this Tableau Knowledge Base article. Jennifer Vonhagel also gives a second answer to the Tableau forum question farther down that uses a parameter plus calculated field approach.
Additionally, this Tableau Knowledge Base article offers another option (Option 1, in the article) if you have Tableau 10.3+: You can use the "Latest Date Preset" (see here for details) check box in the date filter dialog box. I haven't used this, but it looks promising if you're using Tableau Desktop (seems like it wouldn't work for Tableau Web). The article's Options 2-4 are just riffs on calculated fields, in my opinion.
Two more approaches I've heard of – but never personally seen in the wild:
Push the max date down into the view you put Tableau on top of and let the view do the work.
Use a script to modify the Tableau workbook's XML.
My date filter looks like this
but i want it to be a dropdown menu like this
how do i do it? these are the only formats i can select
When creating the filter you must choose discrete dates instead of continuous. then you will have the option to display it as a dropdown menu.
This type of filter looks like this null column to add so drop down is not shown.so update the year values and got the year in show filter and then select the single value drop down. and edit the name in select year to show the drop down menu.
The answer by Littly will work,
One more suggestion is to create a small calculated field called year of Date -
which says -
YEAR(Date)
Put this new field in the filters and click on show quick filters and then you can select drop down and get the desired result.
The reason why this works is that, your field is now either a String column or an Integer column, it will be easily converted to drop down as compared to dates.
There is a live worksheet called Person with columns - Names & Birthdays. Need to create a quick filter with a default value pointing to the latest birthday.
For example: If there are 3 Records as follows,
Names Birthdays
A 8/9/1993
S 6/5/1994
Z 8/15/2000
The filter should hold the default value 8/15/2000 in it with other values unchecked in the drop down list.
I believe I see what you are asking. When you add your filter click the little drop down arrow in the filter --> edit filter-->select the tab labeled "Top"--> by field radio button==>Top from the first drop down-->enter 1 in the next field which will say by after it-->select birthday from the next drop down--then maximum. This will change the view to show only the most recent birthdate. Hope this helps.
Tableau currently doesn't give you dynamic control over quick filter defaults. For dates. They generally start out with the settings that were published.
Here are a few easy suggestions that are similar to, but not exactly, what you want. At the end, there is a way to do exactly what you want at the cost of more effort.
For continuous date fields, you can set the filter to show Relative Dates and the filter allows the user to easily set a range of dates showing the last N days, weeks or months relative to an anchor date. The anchor date defaults to the current date.
For discrete date fields, you can display a top filter as tia97 recommended, and show an integer valued parameter control to allow the user to pick N to see the latest N birthdays. (i.e. the N youngest people)
You could try other variations using parameters, calculated fields and quick filters, but it might be simpler to just show the list of birthdates and let people choose.
Finally, if you are publishing this workbook to Tableau Server, you can use the Javascript API to control the filtering user experience yourself. You can embed the Tableau visualization in a web page, surrounded by custom HTML, CSS and Javascript that you define. Build whatever controls you want for user interaction, and then send JavaScript commands to Tableau to direct the filter actions. More effort, but you get a lot more control over the UX.
Generally, I'd use the builtin features in Tableau Desktop as far as they go to get most of your desired UX quickly and easily, and then save the JavaScript API work for final polish on only your most public visualizations that really need it.
How do I limit the Select Expert drop downdown to only a few records which I want in there?
In the image, the dropdown which I am referring to is the one with "01-NON-Exempt" in it. This dropdown pulls all records from the hrtables.fdesc field. I want to limit the records to only a select few which will populate this dropdown.
The dialog you're trying to use (Select Expert) is a design-time feature, and it will show all the records in the dropdown. The only way to change/restrict what it shows is to change/restrict what the database returns.
What you are probably looking for is a way to offer a similar dropdown to users at report run-time. That's what parameters are for. You can provide a parameter with a list of values (which can be a subset of field values), and when a user refreshes the report, they will be prompted to choose a value from the list.
For some more details, I did a quick search and found this article (pages 3-4) seems to be a decent explanation of how to create a parameter and use it in the record select expert.
How can I filter a list by date range in SharePoint 2010 Foundation?
I found out how in SharePoint2010, but in the Foundation version I haven't the Filter Web Parts and can't find where to download them (if it is possible).
Thank you in advance.
I am not entirely sure what you are asking, but I believe this will help. In the SharePoint Ribbon, click "Modify View". Once the page has loaded, scroll down and find the section "Filter". Select the option to "Show items only when the following is true".
Choose the appropriate column in the first dropdown. In this situation choose "Created" or "Modified". In the second dropdown, choose the appropriate condition which you want to filter the date by. Choose "is greater than". In the blank type the date you want the range to begin with. For example, "10/02/2013".
If you want to pick an end date for the range, select "And" and then do the same process as above, except you want the second dropdown to say "is less than".