9 Replies Latest reply on Oct 27, 2016 12:55 PM by john.christopher

How to add worksheets into a text box on a dashboard

Carolyn Marks Oct 25, 2016 5:44 AM

Hi all--

This is a generic question. I know how to create dashboards. I've got several pretty dashboards ready to go. However, it has been requested that I create a text box above the pretty charts and tables in the dashboard outlining what is in the charts. Here is the example wanted. In red, this information comes from my dashboards (worksheets). So I want to type this text which doesn't change and then pull in the percent (and yes, this % is a standalone worksheet already). In other words, I want these to be dynamic with the filters I select, just as they are in the dashboards/reportlets below. I really don't want to have to re-write the %s each months in the text! Is there a way to automate this in Tableau? Can you send me a link on how to do? Can I do this in Stories?

Highlights

Total Sales Performance.

•Average YTD attainment is tracking at 93.4%; median YTD attainment is 93.1%.

•90% of the population is trending below 100% of the YTD target; 69% of that population is between 90.0% and 99.9%.

•4.2% of the population is below the 80.9% payout threshold. Average attainment for those under the payout threshold is 75.8%.

•12.5% of the population is trending above 100% attainment.

New Business Performance

•Average attainment is 50.2% of the annual target (median attainment is 36%).

•On a YTD basis, we would expect attainment to be at 58%. Average YTD attainment is at 66.9% but is skewed from team members who have already exceeded their annual target. Median YTD attainment is tracking at 48.5% which aligns to target expectation for this time period.

•Three team members have achieved or exceeded their annual New Business target

1. Re: How to add worksheets into a text box on a dashboard

Andrew Watson Oct 25, 2016 6:02 AM (in response to Carolyn Marks)

You can just create some calculated fields containing the text and put those into a new worksheet. For example:

'•Average YTD attainment is tracking at ' + [Field] + '; median YTD attainment is ' + [Field] + '.'

Alternatively, depending on your dashboard layout, you could write this into the title of a worksheet. The variables would need to be in the Detail section of the worksheet to be used within the title.

Perhaps even creating a blank worksheet and only using the title area for this text could be an option.
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2. Re: How to add worksheets into a text box on a dashboard

Dhanashree Arole Oct 25, 2016 6:04 AM (in response to Carolyn Marks)

Are you familiar with the layout, container terminology?
As for dynamic text box, if you are using calculated field, then it will update itself depending on filter selection.
It is not suggested to embed an entire worksheet in text box though.

Here is video explaining how to dynamically change numbers / calculations in dashboards depending on parameters chosen.

Building Interactive Dashboards with Tableau Tutorial: Creating Text Elements | packtpub.com - YouTube

Thanks,
Dhanashree
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3. Re: How to add worksheets into a text box on a dashboard

Carolyn Marks Oct 25, 2016 6:08 AM (in response to Carolyn Marks)

Thanks! Didn't even think of that!!
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4. Re: How to add worksheets into a text box on a dashboard

ra.sae.0 Oct 25, 2016 6:30 AM (in response to Carolyn Marks)
Hi Carolyn,

PFA workbook. My suggestions. Hope it helps. Most are self explanatory. Let me know if you need any clarifications.

Text View.twbx 11.9 KB
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5. Re: How to add worksheets into a text box on a dashboard

Carolyn Marks Oct 26, 2016 10:02 AM (in response to Andrew Watson)

Thank you all, I decided to go the custom calculation route, as I had quite a few. The results came out beautiful! I know this is asking a lot, but any ideas how to get a blue bullet point before each one of my sentences? I tried copying from word, but it copies in black. I guess not the end of the world, but blue would have been nice
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6. Re: How to add worksheets into a text box on a dashboard

Dhanashree Arole Oct 26, 2016 11:41 AM (in response to Carolyn Marks)

Does this suit our taste?

Copying from Word in blue worked for me!
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7. Re: How to add worksheets into a text box on a dashboard

john.christopher Oct 26, 2016 12:13 PM (in response to Carolyn Marks)

Hi All,

I do it by creating different calculated field having the test and put that under label and Format it.By doing so we have the flexibility of having the objects as well inside the calculation field.

Hope it helps .

Regards,
JC
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8. Re: How to add worksheets into a text box on a dashboard

Carolyn Marks Oct 27, 2016 6:07 AM (in response to john.christopher)

Interesting. I can see how I can color my bullet now but when I add in <Calculation 2> (or course that's not the name), it appears as a <Calculation 2> vs. the actual value in the custom calculation. Ideas on how to add both the bullet and the formula in a single text?

No worries, I will tell them they will have to deal with a black bullet otherwise.
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9. Re: How to add worksheets into a text box on a dashboard

john.christopher Oct 27, 2016 12:55 PM (in response to Carolyn Marks)
Hi Carolyn,

Yes it can be done

Type the statements in diff calulated feilds
Pull in the claulated feilds to the text
Copy it to word
Have Bulletins and copy the same to the test feild
EG:
Format[Color] them individually as required

Below is a screenshot

Hope it helps

Regards,
JC
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