5 Replies Latest reply on Feb 15, 2012 11:24 AM by seanoliver

Filtering and Layout Containers

seanoliver Feb 14, 2012 4:05 PM

A few months ago we had our trusty Tableau consultant out and he was able to build out a dashboard that had multiple charts in one layout container.

Our company is broken up into regions, branches and managers. At the bottom of this dashboard is a 13-month line chart showing the % of happy customers, by month. When there were no filters applied to the dashboard, the line chart showed the metric for the entire company. When I selected the North Central region, the chart showed the metric for just the selected region. When I then selected a manager, the chart showed the metric for the selected manager in the selected region.

I wasn't around when this was built out, but the way a co-worker explained it was that there were mulitple chars in the layout container, they just were 'squished' (his word) when the relevent filter was not applied. I'd like to try and figure this one out before I go running to mama for help.

Thoughts?

Thank you!

1. Re: Filtering and Layout Containers

Shawn Wallwork Feb 14, 2012 4:13 PM (in response to seanoliver)

If you scramble your data, change some names and post the results as a packaged workbook we could take a look. Getting actions and filters to produce the type of view you are describing, isn't difficult, but it would be easier to explain using your sample workbook. Otherwise you end up with a pretty generic answer which may not be applicable to your situation.

--Shawn
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2. Re: Filtering and Layout Containers

Jonathan Drummey Feb 15, 2012 5:23 AM (in response to seanoliver)

This can happen when the the target sheet(s) have their Fit set to something other than "Normal", either in the worksheet itself or in its instance in the dashboard, so I'd look there first. Here's where to find it in the dashboard - click on the downward-pointing triangle in the upper right of the container for the view:
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3. Re: Filtering and Layout Containers

Matt Hosking Feb 15, 2012 7:58 AM (in response to Jonathan Drummey)

You using Reader 7 ?
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4. Re: Filtering and Layout Containers

seanoliver Feb 15, 2012 9:25 AM (in response to Shawn Wallwork)
Names scrambled, financials grossly inflated and file attached.

Here is what I am looking to duplicate:
On the initial view, you will see a Grand Total in the upper left and right boxes of 4.4%. The chart below shows 4.4% for '% of Fees Waived of Total Charges' for December of 2011.

If you select South Central Coast, the December 2011 value on the chart below changes to 4.9%, and the Grand Total in the upper right section is 4.9%

Then, if I select Manager 100 in the upper right section, then the December 2011 value on the chart below changes to 22.3%.

What do I need to do to replicate this behavior?

Thank you!

Happy Customers.twbx.zip 7.6 MB
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5. Re: Filtering and Layout Containers

seanoliver Feb 15, 2012 11:24 AM (in response to Matt Hosking)

I'm using 6.1.5.
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Filtering and Layout Containers

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