Thanks to everyone who joined the call, or watched the recording (which is now available here). Hope you enjoyed it and found it useful
As promised here are the 2 workbooks I used.
TDT_LightsCameraAction_T20182_SR01_Finished.twbx Presentation, Dashboard and all Actions covered in the talk are completed (in Tableau 2018.2)
Beta 20183 Set Feature Example_v2018.2.twbx Beta Demo, downgraded to 2018.2. This means that the Set Action I showed won't work (we don't have set actions in 2018.2), but you can change the sets manually. If you are the Beta program you can open this in 2018.3 Beta and build the set actions, as I showed
Thanks for sharing. Your presentation was really helpful.
This was a great presentation and I have managed to recreate the features in my dashboard. I have a question about creating a "clear" option. I know you can change the set by selecting other categories, but I can't figure out how to clear all selections by choice (I did get it to clear all by clicking outside the categories, but I want it to be a menu option). Any help is greatly appreciated. I am using 10.3.
Glad you enjoyed it!
Just to check my understanding ...Are you referring to the "set actions", and how you can use a menu action to clear the set? You say you are using 10.3,do you mean 2018.3 as Set Actions weren't in Tableau prior to 2018.3
If you can let me know I can (hopefully) show you how we can do this
Thank you for the quick reply. Yes, sorry, I meant 2018.3, and yes, I am referring to the "set actions", and how you can use a menu action to clear the set? I may have missed it, but I did a lot of searches and didn't find anything.
I haven't had the opportunity to try the other things, but I plan to. I know they will all be very useful.
Thank you again.
It's a great question. When I put the presentation together, I remember thinking about this ...and just thought I needed to give it more thought when I came to use it in real life (our server isn't on latest Tableau so seta actions haven't come into my work, yet). Now you've asked the question, I'm not exactly sure! I can think of some inelegant solutions, but none that give a nice "clear set" button or menu option (not one with just one click anyway).
Let me have a think ...
I'm also going to ping Yuriy Fal and see if he can come up with anything. Yuri has a great ability to see the "wood from the trees" and come up with something simple, but clever, in these kind of situations! ....no pressure Yuri
Thank you very much. I really appreciate you and Yuriy looking into this. I know my customers will really want to be able to change (clear) selections.
I look forward to hearing more from ya'll.
I know my customers will really want to be able to change (clear) selections.
...no pressure me either
So we can clear them with the default functionality, by setting them up like this
But it's not very intuitive for the end user. In that they can select stuff, that goes in the set, but when they deselect the set it cleared.
What I think would be nice (no guarantee I'll find a way to do this!) would be to select the stuff the user wants in the set, let them deselect those and do some things with the stuff still in the set, and then (either through a menu, or more likey a reset button) clear the set and start again.
Simon, thank you for the ping.
I was busy these days, so i'd been able to take
a closer look at the Set Actions Example just recently.
So, to 'clear' both sets one need at least a Mark (or a Header)
somewhere on a dashboard, and some actions (Set Actions i guess)
which would send yet another vector(s) of Dimension(s) values
to both My SubCats 1 and My SubCats 2 sets upon the selection,
and would clear both Sets upon clearing (un-selecting), right?
The question is what such a vector of Dimension(s) values would be?
[Table Name] to the rescue! UNIONing a SuperStore twice
and including the [Table Name] and [Sub-Category] to both Sets
would make possible to have just one half of Marks on a view
(where [Table Name] = 'Orders'), but sending another value
( [Table Name] = 'Orders$') from the 'Clear Sets' Mark-as-Button view.
That would do the trick, at least for this Sample Dashboard.
Please find the attached.
PS Nice TDT, man! Keep going with the SKUtrak ;-)
Set Feature Example_v2018.3_YF.twbx 293.6 KB
Thanks Yuri and glad you enjoyed the TTD.
Took me a while to work out exactly how you did this ...but when I looked in your My Sub-Cats 1 (and 2) sets the penny dropped! (the set is made up from Table Name and Sub Cat) ...Very clever.
With regular actions there is this odd (but useful) behavior where you can set up (essentially) an empty sheet, and when you send an action (from this sheet) to specific dimensions (in other sheets on the dashboard), even though the dimensions aren't in this source sheet, it clears all the filters. I'm not sure this is deliberate, on Tableau's part (probably a side-effect/hangover of how actions are implemented), but I'm happy it does this as I have a few models with a "clear selections" button ...but this method doesn't work for set actions. If you try this and the set dimension isn't in the source sheet the set action does nothing, so your solution of using the Table Name in the set (and LoD) is a cool work around.
Thanks again, and have a great Christmas (if I don't have another "wood from the trees" problem, and speak to you before then!)
Thanks, pal, hope you enjoy the Christmas
with your family and your (Sub)Cats :-)
Thank you, both, very much! I am looking forward to trying this out with my data set. Merry Christmas!
4 of 4 people found this helpful
I came up with an alternate solution to Yuri's that doesn't require a union (but does require that there are no Null values), here's a description of how Set Actions work and what Yuri & I did.
A Tableau dimension has a range of values like A, B, C of which some set are selected like A, B and to "reset" the set we need to apply via a Set action a value that is not any of those. However a complication at present is that the only range of values we can use to "reset" the set are those from the field used to create the set. This leads to a catch-22 where we need a value that doesn't exist in the set only the only values that we can use for the set are those that do exist.
Yuri's solution works around this by making the set have an extra dimension through the self-union (to duplicate the data source) and the table name field. So the set values that are used for the selection are the values+orig table name and the views are builtand the set values that are used used for the reset are the values+duplicate table name. It's that duplicate that creates a "value that doesn't exist" that we can use to control the outcome.
The solution that I came up is conceptually similar to create a value that doesn't exist, only instead of a union I used a data blend. A one-row source is used as the primary in a "reset button"worksheet and a calculated field with a value that doesn't exist in the original data is used as the linking dimension. That causes the field in the secondary source to return Null as the value in the reset button worksheet. Then we can use that worksheet as the trigger for a "reset" set action that will send Null to the set and thereby remove all the non-Null values from the set. I set up an example in the attached workbook, along with an example of what happens if the field has Nulls.