Tableau Add Filter To Existing Dashboard

Monday, December 5th 2022. | Sample Excel

Tableau Add Filter To Existing Dashboard – Editor’s note: This is a repost of an article by Peter Gilks ​​on his Paint by Numbers blog.

As you can probably tell by now, I really enjoy doing data visualization in . Whether for this blog or for work, I strive to create dashboards that allow people to explore the data at their own pace and create their own insights.

Tableau Add Filter To Existing Dashboard

Tableau Add Filter To Existing Dashboard

One of the ways I try to do this is through attractive visual design. The other is to build interactive features into the dashboard that users can play with to change the view of the data. This is done in three ways: quick filters, parameters and dashboard functions. These three dashboard functions have become my favorites as they are probably the most flexible and offer the most comprehensive experience. So here is my rough guide to dashboard functions. It’s not completely comprehensive and not particularly technical, but if you’re fairly new to or even an experienced user, I hope you’ll find it a useful guide.

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A dashboard function is an interactive element on a dashboard that is driven by the worksheets on that dashboard. There are three types of dashboard functions:

Themselves provide a good overview of how to build in dashboard actions here http://onlinehelp.software.com/current/pro/online/mac/en-us/actions.html. So rather than repeating what’s already been documented, I’ll show a variety of use cases for using dashboard functions and how to implement them. These use cases are:

Use Case 1: Simple image to generate filtering Use Case 2: Pre-filtering for a large table Use Case 3: Creating a “Cross Blend” filter Use Case 4: Displaying images Use Case 5: Dynamic text or title use Case 6: Linking out to web pages Use Case 7: Highlight and label Use Case 8: Replace dashboard Use Case 9: Mix the parts

This is pretty easy when you want to use a worksheet to filter one or more other worksheets on the same dashboard. But there are some small nuances to consider and two main ways to achieve the desired results.

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Quite easy to do, just click on the drop down menu in any worksheet as shown below

By clicking “Use as filter” you have created a dashboard function, which can now be seen in the list of functions:

Note what is shown here. Initially, the name of the function is Filter 1 (generated). It (generated) lets you know it was created by clicking “Use as filter”. Second, in the window on the right, notice that by default it targets all sheets and filters all fields. It is also set to run on “Select” and if you clear the selection it will show “Show All Values”. This is the default behavior and is useful in many situations.

Tableau Add Filter To Existing Dashboard

What does it mean that the target filters are set to “All fields”? Well, in the example above there are two fields involved in the graph, the year of the order date is one and the department is the other. So the dashboard function filters the histogram on BOTH of these fields. Know the difference between clicks on different ranks and different parts of the rank:

Efficient Filter Layout For Tableau Dashboards — Onenumber

It has filtered the histogram by both year and league. But what if you only want to filter the histogram by leagues and still show all the years? Well, you can create a dashboard function for this using selected fields.

Select Dashboard -> Actions -> Add Action -> Filters -> Selected Fields -> Add Filter and start selecting fields. But remember that the fields must be in the view to be used as a filter!

Now when I click on one of the rows the histogram is only filtered by league and all the years are still shown:

When I was new to the app, I always just clicked on “Use as filter”, but that doesn’t give you the full flexibility you need to provide the most useful views to your users. So now I always try to build my actions from scratch to get the exact behavior I want.

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What other options appear in the filter action dialog? Well, you have the “perform action on”, hover and menu options. And the Clear options will close the filter and exclude all values. In the visualization below, I’ve provided dashboards that show each of these options on the same two charts, each filtered from a graph to a bar chart. Move your mouse and click around and you’ll soon get a feel for how these functions work:

Here’s the use case for this: You have a dashboard with a table that you want to show users details when they select a filter. Very simple, you can just view the whole chart and then add a regular quick filter or dashboard filter, right? But what if the unfiltered table is MASSIVE? It will probably take a long time to load through the server and people will get bored waiting for it.

So the point is to leave this table blank initially and then only show the details when filter selection is made. This significantly speeds up load times, especially for large data sources. This is how it’s done:

Tableau Add Filter To Existing Dashboard

First, create a dashboard with a table, here’s a simple one that shows the number of customers by region and segment in a tree map, and then customer information in a table:

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Add an action on the filter dashboard that looks like this, notice the option under “Clear selection will”.

At first, nothing seems to have changed. If you click on the tree map, it will be filtered as usual. But if you click and deselect the treemap again in the same place, the table is completely cleaned and looks like this:

See how there’s nothing in the bottom section? This is the right time to render the dashboard on the server so that it loads very fast in the browser. BUT don’t forget to put some instructions for your users in the title or in some body, like:

Here is the exclusion version along with the normal filter. The data size here is not large, so the loading time will not be too much, but see what you think about the functionality.

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Data blending can be pretty cool, it’s a great way to bring different data sources and data types together without the need for additional software or ETL work. It may also limit the functionality you can implement somewhat. An example of this limitation is fast filters. Unfortunately, it is not possible to add a quick filter from one data source that works on the other but mixed data sources. Try it, it probably won’t work.

Actually there is a pretty good explanation of how to deal with this problem here http://kb.software.com/articles/knowledgebase/filter-data-sources but they left out an important detail.

Take the dashboard below, which shows coffee sales by state (from a data source) and department store by state and city (from another data source). And we want to allow the user to select a status in the left screen to filter the status in the right screen.

Tableau Add Filter To Existing Dashboard

Now is what matters. If your merge field has the same name in both data sources, using All Fields will work. But if the field names are different, it won’t work, so you MUST use “Selected Fields” AND make sure you point to ANOTHER data source:

Interact With Published Views Unit

This is my personal favorite as seen in quite a few of my public videos like this one and this one .

Adding a web part allows you to embed one of two things into your dashboard. 1) A static web page or 2) a changing web page, driven by a dashboard action URL. If you want to add an action-driven website, simply drag and drop the website object onto the dashboard, leaving the URL space blank.

Then create a URL dashboard function that points to a URL that contains a field name. For example http://en.wikipedia.org/wiki/ (more on this here).

That’s great, but the downside is that entire websites tend to look pretty crappy on dashboards. Things get a bit cramped and there are inevitable scroll bars. It may end up looking like this:

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But no one fears! There is one very good use for web parts and URL functions in dashboards, and that is to display images. Let’s say you’re creating a dashboard for a retail or consumer goods company. Wouldn’t it be helpful for the people using the dashboard to be able to see the items they are looking at for sale? They offer this option using custom shapes that can look pretty damn cool. BUT custom shapes are very low resolution and anything larger than 50×50 pixels will look very blurry. URL images are the answer.

One is to create a data source that contains the entire URL for an image in the data source. For example

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