Tableau Add Filter To Existing Dashboard

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Tableau Add Filter To Existing Dashboard – Editor’s note: This is a reprint of an article by Peter Gilkes on his blog, Picture by Numbers.

As you can probably tell by now, I’m really into creating data visualizations in . For both this blog and business, I strive to create dashboards that people can use to explore data at their own pace and discover their own insights.

Tableau Add Filter To Existing Dashboard

One way I try to do this is by using a visually appealing design. Another is to create interactive dashboard features that people can play with to change their view of the data. This is done in three main ways: quick filters, parameters and dashboard actions. Of the three, Action Dashboard is my favorite because it’s probably the most flexible and offers the most immersive experience. Here’s my rough guide to dashboard actions. It’s not completely comprehensive and technical, but if you’re a relatively new or even experienced user, I hope it’s a useful guide for you.

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A dashboard action is an interactive element on a dashboard that is triggered from the tabs within that dashboard. There are three types of dashboard functionality:

They provide a good explanation of how to do control panel actions here http://onlinehelp.software.com/current/pro/online/mac/en-us/actions.html. So instead of repeating what’s already documented, I’ll show various use cases for dashboard actions and how to implement them. These uses include:

Use Case 1: Master Chart Filtering Chart Use Case 2: Pre-Filter a Large Table Use Case 3: Create a “Cross Mix” of Filters Use Case 4: Display Images Use Case 5: Dynamic Text or Title Use Case 6: Linking Using Web Pages 7 : Highlighting and highlighting using item 8: Changing the control panel using item 9: Blending everything

If you want to use a worksheet to filter one or more other worksheets in the same dashboard, it’s pretty easy. But there are some small differences to consider and there are two main ways to achieve the desired result.

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Implementation is very simple, just click on the drop-down menu option in one of the worksheets, as shown below

By clicking on “Use as filter” you have created an action on the control panel which is now visible in the list of actions:

Pay attention to what is shown here. First, the name of the action is Filter 1 (produced). (generated) lets you know that it was generated by clicking “Use as filter”. In the second step, notice in the dialog box on the right that by default it targets all tabs and filters on all fields. It is also set to work on ‘selection’ and clearing the selection will show ‘show all values’. This is the default behavior and is useful in many situations.

What does it mean that the target filters are set to “all fields”? Well, in the example above, there are two fields in the line chart, one is the order date and the other is the section. So the dashboard action filters the bar chart by both of these fields. Differentiate between clicking on different lines and different parts of a line:

It Depends: Techniques For Filtering On Multiple Selections With Dashboard Actions In Tableau

Bar chart filtered by year and sector. But what if you want to filter the bar chart by sectors only and show all years? Well, you can create a dashboard action to do this using “select fields”.

Select ‘Dashboard’->’Actions’->’Add Action’->’Filter’->’Selected Fields’->’Add Filter’ and start selecting fields. But note that fields must be in Be Visible to be available for use as a filter!

Now, if I click on one of the lines, it filters the bar chart by sector only, and all the years are still shown:

When I was new, I always clicked on “Use as filter”, but that doesn’t allow you the full flexibility you might need to give your users the most useful views. So now I always try to build my actions from scratch to achieve exactly the behavior I want.

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What are the other options in the Filter Action dialog? Well, you have Hover and Menu “Action on” options. and options “deletion will be selected” exit the filter and remove all values. In the image below, I’ve provided dashboards that show each of these options in the same two charts, filtering from a line chart to a bar chart in each case. Hold your mouse and click around and you’ll soon get a feel for how these actions work:

Here’s a use case for this: you have a dashboard that contains a table, where you want to be able to show users some details by selecting a filter. It’s easy, you can just display the whole table and then add a quick filter or a regular dashboard, right? But what if the unfiltered table is huge. It probably takes a long time to load through the server and people get tired of waiting.

So what you need to do is first make that table empty and then show the details only when the filter is selected. This dramatically increases load times, especially on large data sources. Here’s how to do it:

First, create a dashboard that contains a table, here’s a simple dashboard that displays customer numbers by region and department in a treemap, then displays customer details in a table:

Adding Filters To Dashboards

Add a filter control panel function that looks like this, note the selection under “Delete will be selected”

At first it seems that nothing has changed. If you click on the tree map, it will filter as usual. But when you click again on the tree map in the same place and clear the selection, the table is completely cleared and looks like this:

See how there’s nothing at the bottom? This is the time to publish the dashboard to the server so that when it is loaded in the browser, it loads super fast. But don’t forget to add instructions for your users in the title or text, like this:

Here’s the “delete” version next to the regular filter. The data size here isn’t huge, so load times won’t differ much, but see what you think of the performance.

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Data fusion can be very interesting, it’s a great way to bring together different data sources and data types without the need for additional software or ETL work. It can also be a bit limiting for the functionality you can implement. One example of this limitation is quick filters. Unfortunately, it is not possible to add a quick filter from one data source that works on another but hybrid data source. Try it, it probably won’t work.

He actually gives a very good explanation of how to deal with this problem here http://kb.software.com/articles/knowledgebase/filter-data-sources, but they left out an important detail.

Check out the dashboard below that shows coffee sales by state (from one data source) and supermarket sales by state and city (from another data source). And we want to allow the user to select the mode in the left view to filter the mode in the right view.

Here is the most important point. If your combo field has the same name in both data sources, using “all fields” will work. But it won’t work if the field names are different, so you have to use “select fields” and be sure to point to a different data source:

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This is a personal favorite of mine, as seen throughout my collection of public images like this one and this one.

Adding a web object allows you to build one of two things into your dashboard. 1) a static website or 2) a website that will change due to the dashboard’s URL functionality. If you want to add a performance-based website, simply drag and drop the website object onto the dashboard, leaving the URL field blank.

Next, create a URL dashboard action that points to the URL that contains the field name. For example http://en.wikipedia.org/wiki/ (more on that here).

This is great, but the downside is that most of the time entire websites look very messy inside the dashboard. Everything gets a little compressed and there are the inevitable scroll bars. It might end up looking something like this:

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But fear not! There is a heavy use of web objects and URL actions in dashboards, which is displaying images. For example, if you’re building a dashboard for a retail or consumer goods company, wouldn’t it be useful if people using the dashboard could see the items they want to sell? You provide this option using custom shapes, which can look pretty cool like this one. But custom shapes are very low resolution and anything larger than 50×50 pixels looks very fuzzy. URL images are the answer.

One is to create a data source that contains the full URL of the image in the data source. For example

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