5 Replies Latest reply on Oct 2, 2018 2:42 AM by Jan Tobor

    Dashboard -show/hide sheet

    Ricarda Schmidt

      Hi Tableau Gurus,

       

      I have a dashboard that shows a table with financial measures and scatter plots. The scatter plots shows Revenue vs Quantity, Revenue vs Gross Margin.

      The dashboard should only show the table and one scatter plot at the time. I want to use the table to select the financial measure for the scatter plot, e.g. click Gross Margin show scatter plot Revenue vs Gross Margin, click Quantity show scatter plot Revenue vs Quantity.

      Revenue is a member of the table, so a dashboard action - filter on the measures doesn't really work because it will only filter on e.g. Quantity but for the scatter plot I need the second measure Revenue as well.

       

      I created three worksheets:

      1. Table - Financial Measures

      2. Scatter plot - Revenue vs Quantity

      3. Scatter plot - Revenue vs Gross Margin

       

      Dashboard Actions:

      Quantity selected in table shows scatter plot Revenue vs Quantity

      Gross Margin selected in table shows scatter plot Revenue vs Gross Margin

      No selection on table - no scatter plot to show

      Any idea how to do this ?

             

       

      I'm using Tableau 10.3.5

        • 1. Re: Dashboard -show/hide sheet
          Jim Dehner

          Good morning

          Please see the attached

           

          it will return this

          or this

           

          Interesting problem because you needed 2 KPI's active on each worksheet

          Create a Fixed LOD that is calculated before the filters are applied and add KPI to Context as shown

          On the 2 scatter plots

          set the filter to True

           

          do the same on the quantity scatter with the filter shown

          build the db

          Note the headers on the scatters are hidden so that when the plot is empty the chart disappears in a sheet swap activity

           

          create 2 d/b actions - one to each scatter as shown

           

           

          set as shown

           

           

          That should do it

          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.

          • 2. Re: Dashboard -show/hide sheet
            Ricarda Schmidt

            Thank you for your quick response @Jim Dehner

             

            in your solution the LOD calculation calculates the total for a region across all KPIs, e.g. Vietnam = 548, which is then used in the scatter plot.

             

            Following the example of region Vietnam, the Revenue vs Gross Margin scatter plot should show

            Revenue = 300

            vs

            Gross Margin 120.

             

             

            However, the proposed solution shows 548 vs 120, which unfortunately is not correct.

             

            It is tricky - is there a way to filter on revenue on the scatter plot sheet plus the dashboard action filter KPI to filter on Gross Margin at the same time ?

            • 3. Re: Dashboard -show/hide sheet
              Jim Dehner

              see the attached

               

               

              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.

              • 4. Re: Dashboard -show/hide sheet
                Ricarda Schmidt

                I have tried this before as well.

                Including the KPI in the FIXED function means that the filter action on dashboard is applied to the LOD calculation and results in the following:

                 

                Gross Margin = 120 vs Revenue (LOD calc) = 120

                • 5. Re: Dashboard -show/hide sheet
                  Jan Tobor

                  Modifying Jim's LOD calc slightly seems to produce the desired result

                   

                  { FIXED [Region]: sum(if [KPI] = 'Revenue' then [Value] end)}