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1. Re: Hide sheets by clicking on another
Sankarmagesh Rajan Jun 8, 2017 4:50 AM (in response to Anshul Sharma)Hi Anshul,
Drag the horizontal container and drag the targeted sheets
Use the exclude all values option in action filter.
Thanks
sankar
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2. Re: Hide sheets by clicking on another
Jim DehnerJun 8, 2017 6:07 AM (in response to Anshul Sharma)
1 of 1 people found this helpfulGood morning
I took a look at your workbook and would suggest a change to the way your are trying to analyze the data - your approach using groupings based on the CSAT score is leaving you with with separate dimensions for each agent rating - that is difficult to work with - I would recommend a calculated filed like this: for Case Rating
ifnull(if [Overall CSAT] <= 6 then "Dissatisfied"
elseif [Overall CSAT] = 7 then "Satisfied"
elseif [Overall CSAT]>7 then "Delighted" end,"")
The ifnull part just removes the nulls the remainder will create rating groups but will do it in a single dimension
Then you can create a worksheet like this bu just dragging the agent scores to the VIZ
This will convert to % of total using a table calculation
Which converts to a horizontal bar chart like this
And that you can load on to a dashboard that would work like this
and using a highlight filter you would get this
As for the Text you want to add you will need to create a Calculated field that related to the score for each measure - I would do it and drag it to the dashboard and use the names on the barchart to filter the text - Not difficult to do here - but I am out of time - if you need more help let me know
Jim
If this posts assists in resolving the question, please mark it helpful or as the 'correct answer' if it resolves the question. This will help other users find the same answer/resolution. Thank you.
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3. Re: Hide sheets by clicking on another
Jim DehnerJun 8, 2017 6:08 AM (in response to Anshul Sharma)
BTW - I can not attach a workbook - I am on a different version of Tableau
Jim
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4. Re: Hide sheets by clicking on another
Anshul Sharma Jun 8, 2017 6:43 AM (in response to Jim Dehner)Hi Jim,
good morning.
Thanks a lot for looking into this, actually the main problem is still not resolved
when I click on overall i want a different sheet inside the red circle(or Oval), when i click on dissatisfied i want a different one and when click on Delighted a different one . At one particular moment only one sheet will be visible(corresponding to the button clicked) rest of the two will be hidden.
please suggest
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5. Re: Hide sheets by clicking on another
Jim DehnerJun 8, 2017 7:34 AM (in response to Anshul Sharma)
1 of 1 people found this helpfulYou have create text as a single sheet that does not change with the item selected - to get the "Text to change" you will need to build the text around a measure
Here is one way of doing it
Create a Calculated field like shown below
CASE [enter agent measure]
when "Knowledge" then "type in specific knowledge text here"
When "Professional" then "Type in specific Knowledge Text Here"
end
You will need a When clause and a statement for each measure -
Create a Parameter as shown below
Here the Value must match exactly the When clause value and you will need one for each measure
You can display whatever you want
Then create a worksheet by showing the parameter you just created and then drag the TEXT field you just created to the canvas
Set the type to Text on the marks card and you will have to size the print field to hold the text
Then go to your dashboard and drag the new worksheet to the board and position the Parameter in the same tray you positioned the highlight filter for the bar chart
and you should end up with something like this
The text will change when the parameter control is changed to a different agent score
Jim
If this posts assists in resolving the question, please mark it helpful or as the 'correct answer' if it resolves the question. This will help other users find the same answer/resolution. Thank you.