7 Replies Latest reply on Aug 29, 2016 1:34 PM by chanah stern

Create a conditional filter based on an action?

chanah stern Aug 26, 2016 11:30 AM

Hi,

I'm trying to create a scenario where I have a dashboard with one sheet that has aggregate information in a time series line chart (hour by hour for a given day) and another sheet that has more detailed information. The time series chart contains cumulative information (running total) through the day so when the user clicks on a point in the line chart, I would like for the detailed chart to display information through the hour of the day corresponding to the point that was clicked. For example, if the user clicks at 3 PM in the line chart, I want the detailed chart to display all detailed information through 3 PM, not just for 3 PM.

I know I can't set a parameter value based on an action as a way of conditionally filtering the detailed page based on the click. Would there be a way for me to create a conditional filter in the detailed page to the effect of:

[hour] <= [hour that was clicked]

In other words, is there a way to inspect the values that were clicked in the action?

Any other ideas of how to accomplish this would be greatly appreciated as well!

Thanks!

1. Re: Create a conditional filter based on an action?

Stephen Rizzo Aug 26, 2016 12:27 PM (in response to chanah stern)
I am guessing that there are multiple ways to implement this. One idea might be to create a table that to decode which hours should be shown for which hour of day. You could then create a regular action filter on that table to show what you want. See the attached workbook for an example.

Forums - hours.twbx 16.7 KB
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2. Re: Create a conditional filter based on an action?

chanah stern Aug 29, 2016 7:14 AM (in response to Stephen Rizzo)

Thanks so much for your response!

I am using Tableau 9.2 and am told that the file was created with a later version of Tableau and it cannot be opened. What version did you use to create it?
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3. Re: Create a conditional filter based on an action?

Stephen Rizzo Aug 29, 2016 10:28 AM (in response to chanah stern)
I used Tableau 10. You can recreate this workbook yourself using instructions below:

Create new workbook sourcing data from the attached Excel file.
Create two worksheets, the first worksheet with HOUR(Hour) in the rows shelf, the second with HOUR(Show hour) in the rows shelf.
Create a new dashboard, adding both worksheets side-by-side
Select the "Use as filter" icon for worksheet 1

Selecting any hour from worksheet 1 will show the appropriate hours in worksheet 2. You can easily extend the table to include all 24 hours.

I hope this helps!

sample2.xlsx 8.8 KB
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4. Re: Create a conditional filter based on an action?

chanah stern Aug 29, 2016 10:50 AM (in response to Stephen Rizzo)

Thanks very much! I will try that.
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5. Re: Create a conditional filter based on an action?

chanah stern Aug 29, 2016 1:28 PM (in response to chanah stern)

Hi Stephen,

I think I understand your approach now. Is there anyway for me to apply it in a scenario where my regular data is in a database and this mapping table is in an Excel file. So far I haven't found a way to join the two - is there some way to do it?

Thanks so much!
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6. Re: Create a conditional filter based on an action?

Stephen Rizzo Aug 29, 2016 1:32 PM (in response to chanah stern)

What are you using for a data source? If you have access to custom SQL, you could create that table using custom SQL code.
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7. Re: Create a conditional filter based on an action?

chanah stern Aug 29, 2016 1:34 PM (in response to Stephen Rizzo)

Great idea. Thanks! I'm on it....
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