How to create an action for Multiple dropdowns leading to a Sheet Selector? - tableau-api

I have 3 drop downs (parameters) on the main dashboard, When the values of all the 3 drop downs are been selected, I want the respective sheet to be displayed on the main dashboard like the sheet should be selected comparing the values of multiple drop downs accordingly
Value + Sales Office + Tabular should result in the "Val_Sales Off_Tabular" sheet selection
Quantity + Sales Group + Visual should result in the "Qty_Sales Gr_Visual" Sheet selection

To control which sheets to display based on user dropdown selections create a calculated field with an IF, ELSEIF statement to assign a flag (0,1,2,etc.) to each of the combinations. Place all the sheets you want to show in one layout container and use the flags as filters on individual sheets to trigger them on and off. You can read more detailed guides on sheet swapping in Tableau on the Tableau community forums or various data blogs.

Related

Dynamic data display in Tableau

I am new to tableau .I have a data contains date and rank ranges from 1 to 5. I am showing this data as a column chart.Here bars are the ranks...
I have other table which have columns like date,solvetime,rsla.
Now my requirement is If I click on the rank bar for a particular date then in the down it should show another bar chart which displays the solve time and rsla for that particular date.
Please help
Basically, this function can be implemented using the "use as filter" option of filter actions. So, you can use the selection from worksheet 1, as a filter to the worksheet 2.
For that, I would create a dashboard that would have both the worksheets with the appropriate reports created i.e. report 1 being the date and rank ranges, report 2 being the date, solvetime, rsla.
From report 1, I would click the drop-down menu of the sheet, to select the "use as filter" button and configure the filter action, on what sheet, on which field etc, using the dialog box that opens.
Please refer this link, which provides more depth towards what you might be looking for.
https://onlinehelp.tableau.com/current/pro/desktop/en-us/actions_filter.htm

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...

Tableau Desktop Filter Disable/Enable

Working on Tableau desktop[Making a visualization] have two filters one cascaded to another.Need a help when making multiple selections in one filter should disable another filter. If one selection is made in a filter then other filter should be enabled and shown.
Looking for answers
Tableau graph
You could solve this in a dashboard using the sheet/object swapping and popping technique as explained here. Basically how it works is having a dummy sheet which is empty on a certain condition but which will have values if not. The parameter will be placed below this sheet which results in it moving downwards/upwards whenever the condition changes. Together with a motionless opaque text field it becomes possible to hide the filter. I tested the solution underneath.
You will need a calculated field hide_names which results in True if the condition is filled. In your case:
if COUNTD([Manager]) > 1 then False else True end
Next create a dummy worksheet which you will fill with another calculated field which does almost nothing e.g. 'a'. This sheet will be used to 'pop out' the filter in your dashboard. To have this functionality you need to drag the newly created hide_names into filters and filter on the custom value False.
Now let's look at the dashboard.
First bring in the original sheet together with the relevant filters.
Right click the manager filter and select "all using this data source". This way your dummy sheet will also be aware of changes in the filter.
Then create a horizontal floating object in which you need to drag the names filter. On top of the names you need to drag the dummy sheet so if the sheet is active it will push down the second filter.
What you should have now is once you select more than one manager a sheet containing 'a' is shown and the second filter is pushed down. This is not ideal. You will need one or two more things depending on the actual lay-out of your dashboard.
You can make your dummy sheet entirely white by changing the format so all rows/columns/text display white, disabling the tooltip and removing headers and titles.
Create a new empty floating text object. Right click on it and select format text object. Select white shading for this object. This way it becomes opaque. Drag and change dimensions of this object so it hides the second filter whenever the dummy sheet is shown.
Once you have all of these elements you can sort of play with it to make it work. You can find a demo of a dashboard with similar but not exactly the same functionality here.

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.

In Tableau, how to pass values to action filters that are not in pie chart?

I am using Tableau desktop 8.1.
I have created a pie chart showing Shift timings and number of employees in each shift timings under different departments.
The pie chart is as follows :
Shift Timing as the "Color mark"
Count distinct employee as the "Angle mark"
I have created an action filter whereby clicking on a shift timing in the Pie chart will display another sheet which shows various details of the employee under that particular shift time.
I have used Action Filter where the field i have passed to the target filter is "Shift Time".But i am not able to add the Department Field as a target filter to the Actions Filter as tableau desktop displays an error "Missing fields on Pie chart".
I need to pass the Department also to the Action filter ( but it is not present in the pie chart) as the user might select Multiple departments from the given list of Departments and the report should show the
My requirement is that if the user selects Shift time (for e.g 9am-5pm) and four departments then upon clicking the 9am-5pm shift in the pie chart should display the details of employees under those departments.I am not able to achieve this because i am not able to pass the Department as target filter into the Action filter.
Thanks and Regards
A little bit difficult to understand without seeing your actual workbook.
If I understand correctly, you want do display a pie chart, and when I click on a segment of the pie chart, you want to display a list of employees under that segment (shift time), but you also want to filter the department.
What I would do is to create a dashboard with 2 sheets, 1 with your pie chart, and one with the employee names/ids (simply drag employee name/id field to the rows and that's all). On the second sheet I would include a filter using department field.
Back on dashboard I would go to the pie chart sheet, click on the gray triangle on the top right, and select "Use as Filter". Then I would go to the other sheet, click the same triangle, go on Quick Filters and select the department filter. And voilĂ , the user is able to filter departments on the right of your dashboard, and click on the pie segments to select a shift.
Hope it helps
I have another way to resolve this issue.
Dashboard->Action->add action - >