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#Tableau Next15 diskutieren mit

In CRM Analytics, we can access the dashboard JSON and edit or review the dashboard structure through the JSON. Is there an option in tableau next where dashboard metadata can be viewed, Exported or edited as JSON(or another code-based format). If yes, How can we access it. 

 

#Tableau Next

2 Antworten
  1. 22. Aug., 18:20

     hi

    Tableau Next is different from CRM Analytics in this area. It doesn't currently provide a dashboard JSON editor/viewer equivalent to the CRM Analytics dashboard JSON.

    For metadata and deployment, Tableau Next uses Salesforce metadata/deployment capabilities and Tableau Next APIs, depending on the component.

    So if the goal is to programmatically inspect or migrate dashboards, I would recommend using the supported Tableau Next metadata/API mechanisms rather than looking for a single dashboard JSON file like CRM Analytics.

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Below are the components needs to be migrated 

1. Semantic Model 

2. Visualizations and Dashboard 

 

#Tableau Next

2 Antworten
  1. 22. Aug., 18:19

     hi

    For Tableau Next, migration between orgs depends on the component and the features currently supported.

    For the Semantic Model, check whether it can be moved using the available Salesforce/Metadata deployment mechanisms.

    For Visualizations and Dashboards, the recommended approach is to use the supported Tableau Next deployment/migration tools rather than manually recreating them. Also ensure that the target org has the required data connections and permissions configured first.

    If you're migrating multiple components, I would recommend checking the current Tableau Next deployment/metadata support matrix, as not every component may be directly deployable between orgs.

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1, Containers cannot be placed inside another container, as nested containers are not supported.

 

 2, The

floating layout option was not available

, preventing placement of one sheet over another. 

 

#Tableau Next

4 Antworten
  1. 22. Aug., 18:18

    Hi @Ansar Patan

      

    I hope you got the answer above, you can raise it as a suggestion.

    If nested containers and floating layouts aren't supported, you won't be able to reproduce the same dashboard layout behavior as in Tableau Desktop.

     

    But you can consider this workaround: use the available layout/container structure and arrange the sheets sequentially rather than overlaying them. 

     Hopefully, future releases will add support for nested containers and floating objects. 

     

    Thanks

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 I was unable to add or modify the chart title when using continuous fields

. This is only possible when discrete fields are used. 

unable to add or modify the chart title when using continuous fields.

 

 

 

#Tableau Next

1 Antwort
  1. 18. Aug., 11:58

    Hi Ansar,

    With continuous fields, Tableau creates an axis rather than a discrete header. You can still customize the title by right-clicking/double-clicking the axis and selecting Edit Axis, then changing the text in the Title field.

    If you're referring to the worksheet/chart title at the top of the visualization, that can also be edited independently through Edit Title. Tableau supports editing worksheet titles regardless of whether the fields in the view are continuous or discrete. 

    So you don't necessarily need to convert the continuous field to discrete just to change the title. If you're unable to see the Edit Axis or Edit Title option in Tableau Next specifically, please share a screenshot of the visualization and the options you're seeing, as the Tableau Next interface may differ from Tableau Desktop/Cloud.

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We're building combo charts (bars plus a reference/cumulative line) and running into an issue: the line label does not inherit the underlying field's default format, so it displays full precision (e.g. 6,211,694.79)  - we can format bar labels (e.g. 8.6M). Same chart, two very different-looking numbers for related figures. 

 

We've tested overriding the calculated field's format directly, but that doesnt work.  

 

Has anyone come across a setting we're missing, or is this a genuine gap in Tableau Next right now  

 

I have raised as an idea in the meanwhile, so would appreciate an upvote 

https://ideas.salesforce.com/s/idea/a0BHp000017JmKVMA0/independent-number-formatting-for-reference-line-labels-in-tableau-next-charts

 

 

 

Has anyone found a way to format a reference line label  in Tableau Next?

 

 

 

#Tableau Next

2 Antworten
  1. 31. Juli, 12:34

    @Fiona Crocker

     

    Hi, you may create a double axis chart (synchronized axis) and use the Range option to simulate a reference line:

    Hi, you may create a double axis chart (synchronized axis) and use the Range option to simulate a reference line: Range Option basically is used to create like a gannt chart, where you can set the siz

     

    Range Option basically is used to create like a gannt chart, where you can set the size of the bar (In this example I used AVG(-1000), however I recommend some kind of calculated field. Why? If the value is small the bar/line will not be rendered, if it is really big, it will look like a bar, not like a line) 

     

    Thus, this is a workaround!! The right solution is to create the idea like you have done. 

     

    If this post resolves the question, would you be so kind to "Accept this Answer"?. This will help other users find the same answer/resolution and help community keep track of answered questions. Thank you. 

     

    Regards, 

     

    Diego Martinez 

    Tableau Visionary and Tableau Ambassador 

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Hi Team,

Requirement 1:   When the dashboard is opened, it should display Category-wise Sales for only the following two categories by default:

  • Furniture
  • Office Supplies

Requirement 2:   When the user selects the tick box (checkbox), the dashboard should switch to display Category-wise Profit for the following three categories:

  • Furniture
  • Office Supplies
  • Technology

Note: The above requirement can be achieved using a parameter; however, the business requirement is to use a tick box (checkbox) instead of a parameter.   

I have attached the Tableau workbook for reference.  Regards,  Venkat    

1 Antwort
  1. 31. Juli, 11:05

    Hi, 

    Are you looking for something like the attachment? Please take a look. 

     

    The idea is to create parameters with ON/OFF values and then set up corresponding fields that switch OFF/ON in response, allowing you to control visibility through parameter actions. A dedicated sheet is prepared for the checkbox, where ON and OFF are represented using shapes. Please see the details below. 

      

    This was implemented using only standard features. The display switching is handled by configuring a DZV. 

     

    <sample>Hi, Are you looking for something like the attachment? Please take a look.image.png

     

     <parameter>image.png

     

    <calc>image.pngimage.pngimage.png

     

    <dashboard action>image.png

     

     <check box sheet settings> 

    Using the “off‑on” field from the checkbox sheet, the display switching is achieved through a parameter action. 

     

    -Configuration for the checked state. Please pay attention to the shape and color.

     

    *Sorry if the square shape is a bit confusing, but the checkbox frame itself is represented using borders.”

    image.png

     

    -Configuration for the unchecked state. Please pay attention to the shape and color.

    image.png

     

    <Dashboard DZV settings>image.png

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Is there any option to display the Prior Period in white font color? If this option is available, could someone please help me understand how to implement it?  

Can we change the font color on metric

 

 

 

#Tableau Next

1 Antwort
  1. 28. Juli, 12:37

    @Ansar Patan

     

    Unfortunatelly, currently there is not an option to change the format of the text color when raises (green) or decreases (red). 

     

    I recommend you to create an idea (I have created several related to Tableau Next, that has been released in the past months). 

    https://ideas.salesforce.com/s/post

      

     

    Once you have the idea link, post it here as an answer. That way I will be more than happt to upvote it!!. 

     

    If this post resolves the question, would you be so kind to "Accept this Answer"?. This will help other users find the same answer/resolution and help community keep track of answered questions. Thank you. 

     

    Regards, 

     

    Diego Martinez 

    Tableau Visionary and Tableau Ambassador

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I was unable to configure navigation actions

between tabs, as the option is not available for visualizations/sheets. 

Unable to configure navigation actions for sheets

 

 

 

#Tableau Next

1 Antwort
  1. 28. Juli, 12:32

    @Ansar Patan

     

    Hi, navigation between Dashboards is only available using the button or the navigation widget:

    Hi, navigation between Dashboards is only available using the button or the navigation widget: If this post resolves the question, would you be so kind to

     

    If this post resolves the question, would you be so kind to "Accept this Answer"?. This will help other users find the same answer/resolution and help community keep track of answered questions. Thank you. 

     

    Regards, 

     

    Diego Martinez 

    Tableau Visionary and Tableau Ambassador 

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1, Unable to add tooltips to sheets that were created as buttons for navigating between different tabs. As a workaround, an Info button

can be added to display the description of each tab. 

Unable to add tooltips to sheets and alternative text is added to an image, it is not displayed when hovering over.

 

 

2, When

alternative text is added to an image, it is not displayed when hovering over the image

 

image.png

 

 

 

#Tableau Next

1 Antwort
  1. 28. Juli, 07:02

    Have you considered using the default navigation ? there aren't info icons there, but they are quite cleanto use  

    Have you considered using the default navigation ?

     

     

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It is not possible to adjust the title of a filter or parameter independently

. Changes can only be applied to the entire control, including both the title and the dropdown. 

Possible to adjust the title of a filter or parameter

 

 

 

#Tableau Next

1 Antwort
  1. 28. Juli, 06:50

    That is true, but you can hide it and then add a separate text box with your own label 

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