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Lauren Garner preguntó en #Tableau Public
Ayer, 14:53
Advanced Filtering Help

I am attempting to create an interactive dashboard for my team and have gotten most of it by myself. However, I am self taught and there are a couple of asks that I cannot seem to figure out how to accomplish. The file I have attached is a paired down edited file that I can share (all identifying features for our company have been removed).     The first thing that I cannot figure out is how to apply the "Measure Name" filter to all of the views on the dashboard. I have preset the basics, however, sometimes we need to look at other fields (e.g. Plan Change or SNP Conversion). I want to make it so that if that is selected it updates all of the worksheets on the dashboard not just the one I pulled it from, like a linked filter.    The second thing is the dashboard is fully interactive, so if you click an item it filters the rest using actions. However, the bar graph that I have set up does weird things when it tries to filter. There are some 30 distinct items in the graph and I only want to see the top 10-15 items. I also want it to update the graph when filtering, though now it does but doesn't keep 10-15 items it only shows a subsection of them. If I could be really greedy, I would also want to add a % of total on the graph, instead of the count. With the % being of the entire total, not just what is shown, and have that update to whatever is filtered.    Any and all ideas and help are appreciated.     

Testing.twbx
1 respuesta
  1. Hideaki Shiihara (Tableau Ambassador (KYOCERA Communication Systems Co., Ltd.))
    22 jul, 22:39

    Hi,  @Lauren Garner

    I’m not sure if this is exactly what you’re looking for, but please take a look. 

     

    By preparing separate scaffold data (a simple text file containing only the name “No” and numbers) and linking it, you can control the field by including numbers in a calculated field. Please give it a try. 

    First, please review the workbook to see if it meets your needs. 

     

    <sample>Hi, I’m not sure if this is exactly what you’re looking for, but please take a look.image.png

     

     

     

    <data source>

    Link the simple dataset to your workbook.image.png

     

    <calc sample>

    “No” is used as the name assigned to each measure.image.png

     

    You can control it by separating and using the values of

    No within the calculation formula. image.pngimage.png

    *Note 

    Since I couldn’t access your original data source, I copied the data and replaced it. Because of this, some field names may have changed slightly, so please use this only as a reference for the overall mechanism. Also, please make any necessary adjustments to things like the filter application on the chart.

    Testing_c260723.twbx
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Charlie Mouy preguntó en #Tableau Desktop & Web Authoring
22 jul, 18:05
Help with a report that will show if a home sold has our service or not

Hello Tableau Community,  

 

I work in the telecom industry, and I am trying to develop a report that will show homes sold and whether or not they have or had service with us.   

 

I only have addresses of the homes sold (not the name of the purchaser) so I've created a relationship based on addresses using real estate data and our own internal billing data  

 

The approach I took:

 

 

  • Used a date difference calculation (home sold date vs last bill data)Help with a report that will show if a home sold has our service or not
  • Used that to create the following calculated field image.png
  • My goal is to craft a report that will show which homes sold currently have service, which ones don't, and which ones have never had service with us. 

 

  • The Crosstab I created seems to work fine, but when I pull it into a line chart, the numbers look different.  

 

image.png

 

 

 

  • The report is different when I try to pull into an area chart

 

image.png

 

Does anyone have any thoughts on what I should do instead?  Thanks in advance for any help you can provide 

 

 

 

 

 

 

 

 

#Tableau Desktop & Web Authoring  #Reports & Dashboards

Service Address Status.twbx
2 respuestas
  1. Don Wise (Tableau Community Ambassador)
    22 jul, 19:00

    @Charlie Mouy

    my first thought is that I'd probably not use an area chart to display the count of things, especially when a dimension is being declared and there may be a conflict of two dimensions appearing on the same date.  I think that's the case here. 

     

    1) Create a MAX Bill Date and MAX Sold Date using LOD's for each 

     

    Max Last Bill Date

    {FIXED [Address Street] : MAX([Last Bill Date])}

    Max Home Sold Date

    {FIXED [Address Street] : MAX([Home Sold Date])}

     

    2) Then create a DATEDIFF calc...but...because there are null dates in the data, instead of using ZN() function which provides a displayed 0, we want a real value of zero so I'd use the following: 

     

    DW DateDiff

    IFNULL(DATEDIFF('day', [MAX Home Sold Date], [MAX Last Bill Date]),0)

     

    3) Then use a bar chart instead of an area chart to show the distinctions:

    my first thought is that I'd probably not use an area chart to display the count of things, especially when a dimension is being declared and there may be a conflict of two dimensions appearing on the

    An area chart is not likely to reveal these distinctions. 

     

    Service Address Status.twbx
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Vivek K preguntó en #Tableau Desktop & Web Authoring
22 jul, 17:37
Hide value from multiple dropdown list.

Hi, I have a question how do I hide a value from multiple dropdown list in the filter card while making sure that the value is checked and it is used in view. Just i dont want user to see that value. I am working on Tableau Desktop. Tried creating duplicate and set but they didn't work. Could someone please help me in this issue. 

 

#Tableau Desktop & Web Authoring

3 respuestas
  1. DIEGO FERNANDO MARTINEZ RODRIGUEZ (Modux)
    22 jul, 20:18

    @Vivek K

     

    Hi, you can accomplish this by using sets. I will use superstore. Let's say, you always want to show "Chairs" Subcategory. In this case: 

     

    a. Create a Modified_Sub_Category Field:

    CASE [Sub-Category]
    //Note Art is a value of sub-category field
    WHEN "Chairs" THEN "Art"
    ELSE [Sub-Category]
    END

    b. Then create a set on this field. Right Clic on Modified_Sub_Category, create, Set. Select the Use All Option, and click on OK. The default name of the set will be Modified_Sub_Category SetHi, you can accomplish this by using sets. I will use superstore. Let's say, you always want to showc.  Then let's create a calculated field to use as filter, let's call it filter:

    IF [Sub-Category]="Chairs" THEN TRUE
    ELSE [Sub-Category] IN [Modified_Sub_Category Set]
    END

    d. Drag the filter calculated field to the filter shelf and select the true value. 

    e. Finally, right clic on the Modified_Sub_Category Set in the data pane, and select Show Set.

    image.png

     

    f. Notice that even if all members of the set are unselected, chairs is shown:

    image.png

     

    Attached you will find the workbook. 

     

    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 

    Exclude but Include Value.twbx
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Brian Goddard preguntó en #Tableau Cloud
13 jul, 15:40
Is there a way to set up a schedule for daily extracts only in certain time periods?

I work for a school district, meaning most of my dashboards are not used throughout the summer. Since tableau automatically suspends any extract refreshes that are not accessed for over 32 days, this means I often get the notification that Tableau wants to stop refreshing my extracts to save resources. I also have several views that we need to look at incredibly frequently, but only seasonally (e.g. I need to be able to check students' test scores daily, but only in the months that they test). 

 

The reality is that I have no need to refresh these extracts daily year round, but I do need them refreshing daily for the relevant timeframes. Is there a way to schedule extracts so that they refresh daily for some time period (say October thru June, or just the month of January or something), and then stop refreshing until the the same time next year? 

 

#Tableau Cloud

3 respuestas
  1. David Warner
    22 jul, 08:20

     Tableau doesn’t natively support seasonal refresh schedules like “October–June.” You could leave the schedule active and resume refreshes when needed, or automate enabling/disabling the refresh schedule through Tableau’s APIs for a yearly cycle. 

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Kathy Kaufman preguntó en #Tableau Server
Ayer, 13:45
Where are my dashboards (on Tableau Server)??

UPDATE: Republishing a workbook seems to make my missing dashboards reappear briefly, before disappearing again -- see below.  

 

I published a series of dashboards on Tableau Server and now can't locate any of them. After publishing the dashboards, I placed them in a Collection, then decided to move them to a Project, and shared the links with my manager. 

All of the links still work, but the collection, project, and my default space are all empty. My recycle bin contains some old dashboards, but none of the current ones. 

 

I have no idea where they're currently located. Can anyone help? I can re-publish them and distribute new links, but I'd like to avoid this kind of problem in the future.  I'd also appreciate insight into the differences between projects and collections.  

 

#Tableau Server

9 respuestas
  1. Kathy Kaufman
    22 jul, 17:11

    @Emeric LE SAULNIER DE SAINT JOUAN I agree. The only thing I can think of is that I'm inadvertantly using 2 different logins because I'm logged in automatically when I'm at onsite at work. But even that seems far-fetched since I'm the only user. Since I can't see anything on the server admin side, I'm hoping their folks can shed some light.

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Venkat M preguntó en #Tableau Cloud
14 jul, 07:48
I created two parameters in Tableau. When a user selects a value in the first parameter, the data available in the second parameter is updated accordingly."

I have created the two parameters in the attached TWBX file.

Requirement:

  1. Parameter 1: Allows users to select a year.
  2. Parameter 2: Displays the year selected in Parameter 1 and shows the corresponding data for the selected year.
  3. At the dashboard level, whenever a user selects a year in the parameter-2, the dashboard should dynamically display the data related to the selected year. 

     

I have attached image and workbook.I created two parameters in Tableau. When a user selects a value in the first parameter, the data available in the second parameter is updated accordingly.

 

 

 

#Tableau Cloud  #Tableau Desktop & Web Authoring  #Tableau Public

5)Basled on the selet paramters need to select.twbx
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Caitlin June preguntó en #Tableau Cloud
28 may, 17:05
Can you go directly from project to dashboard view in Tableau Cloud?

Is there a setting in Tableau Cloud that makes it so that users can click on a workbook name and be taken to the first view (sheet/dashboard) rather than to the workbook view (list of available views)? 

5 respuestas
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April Steele preguntó en #Tableau Desktop & Web Authoring
19 jun, 15:41
Error code: AB029641

I am still new using Tableau.  

Has anyone run into this error code. I am working on a new dashboard that I need to get published.  I am using tableau desktop. The source files are txt files in a share folder. This share folder can have tableau bridge connections/refreshes. When I try to publish the data source I get this error message. 

 

#Tableau Desktop & Web Authoring

9 respuestas
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Rajashekar Atmakuri preguntó en #Tableau Cloud
20 jul, 19:44
Tableau Data Sources Refreshes via Tableau Bridge has errors

Hello - I am not able to extract refreshes as the Jobs are failing immediately, One program completed success without any errors and rest of the programs are NOT.  It is connecting to the Tableau Bridge but it is failing.  We are live on Tableau Cloud today and none of the data sources are refreshing with the exception of one data source.  All these data sources are connected to Oracle Database.   

 

#Tableau Cloud

3 respuestas
  1. 裕彦 吉川
    22 jul, 09:33

    @Rajashekar Atmakuri

     

     

    Please excuse any unclear phrasing, as this message was generated using AI translation.  

     

    As Diego mentioned, it would be helpful if you could share the exact error message first, but here are a few possible reasons why this might be happening: 

     

    1. The owner of the failed workbooks was changed As explained in the documentation below, when you change the owner of a workbook on Tableau Cloud, the embedded credentials used to connect to the data source are cleared/lost. This could be causing the data source connection to fail. https://help.tableau.com/current/server/en-us/owner.htm

    If this is the case, you should be able to resolve the issue by editing the data source connection and re-embedding the credentials (the Oracle ID and password). 

     

    2. Multiple Oracle environments/networks are being used While this might be less likely, if you are using two or more Oracle databases located on different networks, you will need to set up a dedicated Tableau Bridge server for each network/pool. https://help.tableau.com/current/online/en-us/to_enable_bridge_live_connections.htm

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Gajanan Kadtan preguntó en #Tableau Desktop & Web Authoring
7 jul, 12:28
Multiple UserID logins for single user

Is there a way to have multiple user IDs associated with a single username or user account?

For example, if we have a participant with the username CH220, could that participant have multiple login user IDs, such as 220u1, 220u2

, etc., while all of those user IDs access the same participant data? 

 

#Tableau Desktop & Web Authoring  #Tableau Server

3 respuestas
  1. Emeric LE SAULNIER DE SAINT JOUAN (M2)
    Ayer, 23:05

    Hi @Gajanan Kadtan

     

    If you are purely talking about Tableau Server users sigin-in and related content objects, then no. One username equals one user "profile" within Tableau Server. One username being a named user, which is allocated one license. 

    If you are talking about some kind of Row level security approach for source data access, sure why not but then please more verbose about your requirements so we can comment.

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