Ciara Brennan (Tableau)
📌 Actions & Filters | Resources
- Add interactivity using Actions (Tableau Help)
- Filter data from your views (Tableau Help)
- Tableau's Order of Operations (Tableau Help)
David Browne (Tableau)
Designing Efficient Workbooks
We all know that performance and design are really important when building your workbook. The whitepaper on Designing Efficient Workbooks has just recently been updated and is a must read for anyone using Tableau!
It is an excellent resource with advice on good workbook performance, making data sources, creating calculations, filters, caching and much more!
Check it out!
Ritika Das (Member) asked a question.
Hello everyone,
I have been noticing that the filters applied to the view/viz does not always apply to the view full data. For example, in my view I am showing Ticket quantity per month(see attached screenshot).
However, when I do view full data for any month, I see the chats included there as well (see screenshot). The ticket_qty field is null for chats, yet they show up.
I have been noticing this with many other viz's as well. Any idea how to fix this?
Derreck White (Member) asked a question.
Hello, wondering if anyone can help me here.
I am needed to get sort of creative to solve a business need. I am on the edge of being able to deliver, but I have run into an issue that I have been unable to solve.
Essentially, I have made an address book and distribution list by connecting a tableau workbook to a SharePoint List. One of the asks is that they have the ability of populating an email with all the contacts in the address book efficiently (~350 email addresses). With a calculated field and a URL action I was able to then a select all on the mark field I was able to complete this task with Tableau Desktop, BUT when I publish out to the server and try the same thing, I get a quick browser 'shutter' then nothing. I then tested only populating an email with only a single contact from Server and it works flawlessly, I have even to 10, 15 many 20 emails but shortly after that Tableau Server seems like it just can't do it.
Anyone know if any server setting or anything that might help here?
Thanks.
Nihar Dattani (Member) asked a question.
Hello Tableau Community,
I am facing an issue with Filter Actions in my Tableau dashboard. I have created:
Issue:
When I apply Filter Actions on the bar charts, the table inside the tooltip does not get filtered accordingly. The charts update correctly based on the filter selection, but the tooltip table remains unchanged and continues to show all segment-wise sales instead of filtering down as per the selection.
What I Have Tried:
Expected Behavior:
When I click on a Ship Mode or Category in the respective bar charts, the tooltip table should update dynamically to show only the relevant segment-wise sales.
Current Behavior:
The tooltip table remains unchanged and continues to show all segment-wise sales data, ignoring the applied filters.
Request for Help:
How can I ensure that the tooltip table updates dynamically based on the selected filter action? Am I missing any step, or is this a known limitation in Tableau? Any guidance would be greatly appreciated!
Thanks in advance!
Shreya Mahajan (Member) asked a question.
I am developing a Tableau Extension using the Tableau Extensions API, but I am encountering an issue where changes made to a Set (used as a filter) do not trigger any event in my extension.
What Works:
What Doesn't Work (Issue):
Code Snippet for Reference:
setEventListeners() {
this.worksheet = tableau_wrapper.getCurrentWorksheet();
if (this.worksheet !== undefined) {
tableau.extensions.dashboardContent.dashboard.getParametersAsync()
.then(params => {
params.forEach(param => {
let cb = param.addEventListener(tableau.TableauEventType.ParameterChanged, reinitializeExtension);
unregister.push(cb);
})
})
let filterCB = this.worksheet.addEventListener(tableau.TableauEventType.FilterChanged, reinitializeExtension);
unregister.push(filterCB);
}
}
(function () {
$(document).ready(function () {
tableau.extensions.initializeAsync({ 'configure': showConfigure }).then(function () {
console.log('extension triggered');
setEventListeners();
tableau.extensions.settings.addEventListener(tableau.TableauEventType.SettingsChanged, (e) => {
app.updateChart();
});
}, function (err) {
if (err.toString().includes("iframe"))
location.href = location.origin;
});
});
})();
My Question:
Any insights or workarounds would be greatly appreciated!
Dusan Sulaja (Member) asked a question.
Hey guys I'm stuck with a project and need help ASAP.
I have a table with 2 columns (User and Answer)
each User has between 1 and 8 answers, hence duplicate rows so each answer has its own row and corresponding user:
User A | Answer B
User A | Answer A
User A | Answer C
User B | Answer A
and so on.
Now i need to make a table with a filter with answers for exact match.
Meaning if I select, for example, 2 answers such as A and B i will get:
I've been trying for 2 straight days and not getting anywhere, can you help me?
Thank you in advance! :)
Bhavin Ambaliya (Member) asked a question.
Dear Tableau Community,
I have three charts in my dashboard along with 4-5 filters:
I have a filter named "Regional Manager", which should not affect the Sales chart but should apply to the Profit and Sales - Profit charts.
To achieve this, I removed the Regional Manager filter from the Sales chart but kept it in the Profit and Sales - Profit charts.
Here’s the calculation I used for the Sales - Profit measure:
sales- profit = { FIXED [Order Date],[Category],[Sub-Category],[Ship Mode]:SUM([Sales])}-([Profit])
However, after implementing this, I noticed that the Sales - Profit chart does not show the correct difference.
Example Issue:
I have attached a sample workbook to illustrate the issue, though I am facing this problem in my real project.
Could you please help me achieve the correct output?
Thank you!
Mayuri Dhakate (Member) asked a question.
I have added a toggle parameter for which I need to change the 'OFF' image. I am not sure how to achieve that. I have also tried the show/hide button, but it seems to only work for a single chart. I need to achieve this on 3 different charts.
Kindly help.
Dom Barry (Member) asked a question.
I have a dashboard with multiple bar charts.
I have set each bar chart to work as a filter by selecting 'use as filter'.
I now want to add a "reset all filters" button which impacts chart filters.
I have already:
* added a filter button
* added a filter action
* set the correct source sheets, target sheets & selected fields
When I test I use a chart to filter then press my reset button.
All the charts reset APART from the original one where the chart filter was selected are reset.
I am confused, I thought this would work.
What am I doing wrong?
Is there a solution?
Please check out our post with some tips on asking a question and how to help you get answers more quickly.
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