14 Replies Latest reply on Nov 8, 2018 10:49 AM by Carmen Torres

How to dynamically change measure names with many values?

Carmen Torres Oct 25, 2018 1:07 PM

I'm new to Tableau and I'm trying to create a worksheet that allows the user to select an age group parameter which populates the appropriate age columns. I created three age group folders; i.e., Basic, Geriatric, and Pediatric.

The Basic folder consists of the following measures: [00-04], [05-09], [10-14], [15-17], [18-20], [21-24], [25-34], [35-44], [45-54], [55-64], [65-74], [75-84], [85+].
The Geriatric Folder consists of one calculated field, [00-64 (G)] (computed as [00-04]+ [05-09]+ [10-14]+ [15-17]+ [18-20]+ [21-24]+ [25-34]+ [35-44]+ [45-54]+ [55-64]) and the three measures [65-74 (G)], [75-84 (G)], and [85+ (G)].
The Pediatric Folder which consists of the three measures [00-04 (P)], [05-09 (P)], [10-14 (P)], [15-17 (P)] and a calculated field [18+ (P)] (computed as [18-20]+ [21-24]+ [25-34]+ [35-44]+ [45-54]+ [55-64]+[65-74]+ [75-84]+ [85+])

Note: the measures of Geriatric and Pediatric are duplicates of the Basic, but renamed.

I created a parameter called "Age Group Parameter" which lists "Basic", "Geriatric" and "Pediatric".

Now I'm trying to create a calculated field called "Age Group" that will dynamically replace the Measure Names with the appropriate folder's measures as follows:

CASE [Age Group Parameter]

WHEN "Basic" then <populate measure names with Basic folder measures>

WHEN "Geriatric" then <populate measure names with Geriatric folder measure>

WHEN "Pediatric" then <populate measure names with Pediatric folder measure>

END

At this point, I'm stuck. I don't know how to proceed. Can someone tell if this is possible or tell me the steps to proceed?

1. Re: How to dynamically change measure names with many values?

arvindgarg Oct 25, 2018 1:27 PM (in response to Carmen Torres)

so when you select Basic, you want to see only measures in basic folder. if Geriatric then measures in Geriatric folder.
If so. Then I think, you should create 3 sheets with respective measures and display one of them. Please see below URL.

https://www.thedataschool.co.uk/hashu-shenkar/tableau-tip-switch-between-views-dynamically-on-a-dashboard/
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2. Re: How to dynamically change measure names with many values?

venkatram Oct 25, 2018 1:34 PM (in response to Carmen Torres)
Het Torres,

you have to write a calculation filed like below and place this in the Measure value to see expected result when you select parameter.

Attached workbook for your reference.

10-24-2018.twbx 11.7 MB
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3. Re: How to dynamically change measure names with many values?

Carmen Torres Oct 26, 2018 10:21 AM (in response to arvindgarg)

I have 2/3 of swapping views working. I followed the link you provided but I cannot get the dashboard to work properly; i.e., when I select the parameter "Basic", the whole dashboard view is displayed correctly. However, if I select "Geriatric" or "Pediatric" parameter, then the dashboard view displays the "Basic" worksheet and the "Geriatric" or Pediatric" worksheet. (The "Basic" view is not removed.) The worksheets of "Geriatric" and "Pediatric" do not take up the entire screen. These two worksheets are not being displayed properly -- the "Basic" view is not being swapped out.

I also verified that all three worksheets reside in the same dashboard container.

Am I missing a step? What should I do to have the views swapped in and out correctly?
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4. Re: How to dynamically change measure names with many values?

arvindgarg Oct 26, 2018 11:30 AM (in response to Carmen Torres)

On the basic sheet, you would have selected Fix Height option.
Please check.
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5. Re: How to dynamically change measure names with many values?

Carmen Torres Oct 26, 2018 12:46 PM (in response to arvindgarg)

I did what you instructed, but it is not working. Below is a screen capture of what is happening when I selected a parameter other than "Basic":

When I select "Geriatric", the "Basic" view remains on the screen and the "Geriatric" view is squeezed in at the bottom of the screen. The "Basic" view is not disappearing so that the "Geriatric" view can be displayed properly. This happens as well if I select "Pediatric". I don't know how to correct this.
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6. Re: How to dynamically change measure names with many values?

Carmen Torres Oct 26, 2018 6:18 PM (in response to Carmen Torres)
Arvindgarg,

I've attached a workbook showing the issue that I'm having swapping views. Refer to the "Dashboard 10"; click on age group parameter and select either Geriatric or Pediatric; you will see the dashboard is not being displayed properly (i.e., the worksheets are not being swapped correctly).

Population by Age.twbx 207.8 KB
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7. Re: How to dynamically change measure names with many values?

arvindgarg Oct 26, 2018 6:02 PM (in response to Carmen Torres)

If it is working for 2. It should work for 1 as well. Either I will create basic sheet again and see that works.
Can you share this workbook with me? It will be easier to debug.
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8. Re: How to dynamically change measure names with many values?

arvindgarg Oct 26, 2018 7:00 PM (in response to arvindgarg)

It is not a packaged workbook. I can not open it.
It is asking for database credentials.
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9. Re: How to dynamically change measure names with many values?

Carmen Torres Oct 28, 2018 11:48 AM (in response to arvindgarg)
On my machine, the file "Population by Age.twbx", is classified as Tableau Packaged Workbook. I'm going to reattach the file. If you cannot open this file, can you please provide me with the steps to produce a packaged workbook so that you can access the sheets? Thx.

Population by Age.twbx 207.8 KB
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10. Re: How to dynamically change measure names with many values?

arvindgarg Oct 28, 2018 12:57 PM (in response to Carmen Torres)

Please see below image to create packaged workbook.
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11. Re: How to dynamically change measure names with many values?

Carmen Torres Oct 29, 2018 2:59 PM (in response to arvindgarg)
I've created the packaged workbook as depicted in the image below, using Tableau ver 2018.2. I hope you can now open it. Thx.

Population by Age.twbx 207.8 KB
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12. Re: How to dynamically change measure names with many values?

Carmen Torres Oct 30, 2018 8:14 PM (in response to arvindgarg)
Arvindgarg,

The attached file is the packaged workbook that has the extracted data source and worksheets/dashboards. You should be able to access the workbook without any authentication issues. (I was able to extract the files from the packaged workbook.)

I don't know why I'm having so much trouble getting Tableau to extract data source to a packaged workbook. I've also been having other issues with Tableau, as well. I'm going to have to ask the administrator to reinstall Tableau on my machine.

Either way, thank you for your patience and time in helping me. Regards.

Population by Age.twbx 1.0 MB
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13. Re: How to dynamically change measure names with many values?

arvindgarg Oct 30, 2018 8:31 PM (in response to Carmen Torres)
Problem is on your basic sheet ( age group selected ) filter. you have selected use all option, rather than specifc option in other sheets. So you sould select basic in this case. See the attached file.

Population by Age.twbx 1.0 MB

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14. Re: How to dynamically change measure names with many values?

Carmen Torres Nov 8, 2018 10:49 AM (in response to Carmen Torres)

Arvindgarg,

Thank you for all your help. This definitely help me to accomplish what I was trying to do.
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