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M M a posé une question dans #Tableau Desktop & Web Authoring

Hi, 

 

I'd like to raise a client feedback regarding Tableau's native multi-select filter behavior where user is expecting like Excel, where you can search for a value and immediately select it without having to deselect "All" first. 

 

Scenario is In a Multi-Select Filter where all values are selected by default, when a user enters a keyword into the search box, for example "Ada", Tableau narrows the list of displayed values but retains the All selection state.

Tableau Multi-Select Filter Search

The user must then first deselect All before selecting the desired values. 

 

The client's view is that the search box gives the impression that they are beginning a filtering action, similar to Excel. As a result, users expect to be able to search for a value and immediately select it. 

 

We have given the client several options based on the current capability of tableau:

  • Wildcard filter
  • Single value dropdown
  • Multi-value custom list

All of which the client has said does not resolve his original concern. 

 

I understand this appears to be Tableau's intended behavior rather than a defect, I'm unable to find any official Tableau documentation that explains the rationale behind it.

 

If anyone could share/advise any documented explanation or product guidance on:

  • Why the search box only narrows the displayed values rather than updating the selection itself
  • The design rationale behind requiring users to deselect All before selecting a subset of values

 

Thanks 

 

#Tableau Desktop & Web Authoring  #Tableau Server  #Reports & Dashboards

1 réponse
  1. Aujourd’hui, à 15:41

    It's a bit interesting that when someone is developing out a filter using the Filters Card, the very feature you're looking to use is available just as you've described, the ability to search then select different values, then click apply (all values need to be deselected first):It's a bit interesting that when someone is developing out a filter using the Filters Card, the very feature you're looking to use is available just as you've described, the ability to search then selHowever, the end-user doesnt' necessarily see that feature, they'll only see what's given to them in a multi-select list as you've noted.  Perhaps the closest you could get to the above would be to right-click the filter on the View (where it is traditionally placed on the right side); then, from the list of options, select Customize, then select or rather check Show Apply Button.Screenshot 2026-08-06 at 8.26.00 AM.png

     

    In that manner a filter that is already pre-deselected, then the user can use a wildcard search on the filter, the click apply per each selection.  So for example, Region is used from Sample Superstore data in a filter and it is already displayed with all values unselected.  The apply button has been invoked.  User searches for Central and selects that value then clicks Apply button:

    Screenshot 2026-08-06 at 8.32.54 AM.pngThe user then searches for another region of 'eas' and gets the following which is then checked and then click Apply button again:Screenshot 2026-08-06 at 8.33.39 AM.pngWhich would then return:Screenshot 2026-08-06 at 8.33.43 AM.png

    I think that would be the closest you're going to get to that type of Excel-like search and apply feature.  Obviously, the end-user would need to again deselect all for their next instance of using it.  But if the workbook is initially saved in a deselected state, then it will reflect as much when the user invokes use of it. 

     

    I haven't searched for it, but you could also create an Idea in the

    Idea Exchange

    for the same feature to be developed in the future.  As to the why's/wherefores, sorry I don't have any good explanations for you as to how/why this was originally developed out. 

     

    If this response answered your question, please mark it as an Accepted Answer? 

    This way, others searching for similar solutions will find the answer faster in the future.

     

    Best, Don Wise (Tableau Ambassador)

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Abhishek Tiwari a posé une question dans #Tableau Cloud

I have a use case on priority where I am facing issue while downloading an excel file from Tableau Cloud. I am creating some manual sheets and attaching them in the dashboard as a header. Below a particular header, I have 3 sub-headers. When I download the excel, the manually added sheets are not appearing properly as shown in my dashboard because it is added manually so it is not coming in excel, but I tried by adding the created fields in the sheet I am downloading but still it is not coming in a way I want.  Suggest me some possible ways to achieve it.    Regards,  Abhishek Tiwari   

3 réponses
  1. Aujourd’hui, à 14:30

     You might also be able to apply the method of renaming the dimension to your desired export name using "Rename." 

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 Hi, 

Could you please give me a

hint

on how to center (if possible) all values in the table? 

I want to

align them all vertically. Right now it depends on

the width of the numbers. 

I know it's not strictly a table as it's continuous, but it must stay as is  

 

#Tableau Desktop & Web Authoring  #Trailhead  #Salesforce

2 réponses
  1. Aujourd’hui, à 13:55

     I understand that your goal is to align the "▼" or "▲" symbols vertically.

    While I am not sure if this completely meets all your requirements, here is a method you can try:

    1.  Create separate calculated fields for the values before and after the symbol
    • Example 1 (For Numerical Value): A calculation that displays -33.0
    • Example 2 (For Symbol & Rate): A calculation that displays ▼-7.3%

    2. Split the placeholder into two fixed values

    Create two dummy fields with slightly shifted X-axis coordinates to separate the position of the "Numerical Value" and the "▼ Growth Rate".

    • Example 1 (For Numerical Value): placeholder_1 $\rightarrow$ Formula: 0
    • Example 2 (For Symbol & Rate): placeholder_2 $\rightarrow$ Formula: 0.2 (or a slightly larger value like 1 to place it on the right)

    Place both on the Columns shelf as a Dual Axis:

    Place AVG(placeholder_1) and AVG(placeholder_2) side-by-side on the Columns shelf, then set the second one to Dual Axis.

    Edit both axes and set a Fixed Range (e.g., -1 to 1).

     (Note: Using SUM on the Columns shelf can cause positions to shift depending on data row counts, so AVG is recommended. Changing placeholder to AVG only controls the layout position and will not affect the actual values displayed in your text marks.

    3. Adjust the layout (text alignment) on each Marks Card

    • placeholder_1 (Left Axis / Numerical Value):
      • Place only the "Numerical Value" into the Text mark.
      • Set alignment to Right (so numbers expand to the left).
    • placeholder_2 (Right Axis / Symbol & Rate):
      • Place only the "▲/▼ Growth Rate" into the Text mark (do not include the numerical value).
      • Set alignment to Left (so "▼" starts at the fixed 0.2 line and expands to the right).

    If the text overlaps at 0.2, please adjust the dummy value as needed. Note that changing the value might automatically reset the fixed axis range back to "Automatic," so if that happens, please re-edit the axis range to "Fixed." 

     In my test, setting placeholder_2 to 

    1.1 and fixing the axis range from -1 to 2

     worked very well.   

     

    I understand that your goal is to align the

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Danh Nguyen The a posé une question dans #Tableau Server

 I am using a dynamic axis title controlled by a parameter (e.g., QTD, YTD) along with a subtitle (e.g., Actual, Prior, Growth). While it displays correctly in the default, unfiltered view, an issue occurs after publishing to Tableau Server version 2026.2.2 (20262.26.0625.1400). 

 

Specifically, the subtitle disappears under two conditions: 

 

When a user applies a filter. 

 

When a user with restricted access (Row-Level Security) views the dashboard. 

 

Under these conditions, only the main axis title is visible, and the subtitle is entirely missing. 

 

Axis subtitle disappears when filters or RLS are applied.

 

Filters or RLS applied.

Screenshot 2026-07-13 085908.png

  I am utilizing the MIN(0) dual-axis workaround. Could this setup be causing the rendering bug?  

 

Screenshot 2026-07-13 091706.png

 

 

 

#Tableau Server

1 réponse
  1. 26 juil., 15:42

    Hi Danh, 

     

    Good catch mentioning the MIN(0) workaround — that's likely the real cause here, not a Server bug. 

     

    Why it happens: With MIN(0), the subtitle is just a text label on a hidden dummy mark, not a true axis property. If a filter or RLS reduces the data for that pane to zero rows (or the underlying calc returns NULL), Tableau simply has nothing to plot — so the label silently disappears. Your main title stays because it's likely a straight parameter reference, not dependent on a mark being drawn.

    Common triggers:

    • The subtitle calc (Actual/Prior/Growth) returns NULL once rows are filtered/RLS-restricted
    • RLS often behaves like a context filter, which can affect even FIXED LOD calcs
    • "Growth" especially needs a prior period — if that period gets filtered out, there's nothing to compare

    How to confirm:

    Reproduce the same filter/RLS condition in Desktop. If the subtitle disappears there too, it confirms it's a data issue, not a Server rendering bug. 

     

    Fixes to try:

    1. Wrap the subtitle calc in ZN()/IFNULL() so it always returns a value
    2. Check if your filters/RLS are set as context filters — this can break FIXED LOD assumptions
    3. Make sure the field driving the MIN(0) mark always has at least one row, regardless of filter/RLS state
    4. Alternatively, skip MIN(0) and insert the calculated field directly into the worksheet title — titles aren't tied to marks being drawn, so this failure mode goes away entirely

    Try it in Desktop first — that'll tell you which fix is needed.

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 I have installed Tableau version 2024.3 and placed the esri-jdbc-driver-0.76.0.jar file inside the Tableau Drivers folder. Even with an active Esri account and the correct driver in place, I am unable to connect to the URL and receive error code FAB9A2C5

. Please let me know how to fix this.  

 

#Tableau Desktop & Web Authoring

1 réponse
  1. Hier, à 18:47

    @shweta jadhav this question/post has been asked before on the Slack Channel for Tableau.  As already recommended, please contact Support and file a support case for resolution.  This is not immediately resolvable. Open a Support Case:  Submit a case

     

     

    If this response answered your question, please mark it as an Accepted Answer? 

    This way, others searching for similar solutions will find the answer faster in the future.

     

    Best, Don Wise (Tableau Ambassador)

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I'm trying to build a chart in Tableau that combines a side-by-side bar chart with a line chart.

Currently, my view shows Sales as side-by-side bars:

  • Current Year Sales
  • Previous Year Sales

I would like to add a line that represents the Year-over-Year (YoY) % difference for each month, calculated as:

(Current Year Sales - Previous Year Sales) / Previous Year Sales

For example:

  • January: Compare January CY vs January PY and plot the YoY %
  • February: Compare February CY vs February PY and plot the YoY %
  • ...and so on for each month.

My goal is to build this as a Dual Axis chart, where:

  • The bars represent Current Year and Previous Year Sales.
  • The line represents the monthly YoY % difference.

However, I'm running into an issue when calculating the YoY %. The values displayed in the line chart don't seem to be correct, and I suspect it's related to the level of detail or the table calculation, but I haven't been able to figure it out.

Has anyone built a similar visualization before? Is there a recommended approach for calculating the monthly YoY % correctly in a dual-axis side-by-side bar chart? Any guidance or example workbook would be greatly appreciated. 

 

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

3 réponses
  1. Hier, à 09:06

    Hi @Wiwit Setyaningsih

    I'll reiterate both yours and @Gohar Clients thoughts on the compute by - definitely on the right track. Here's where I can take things by working on that and a small tweak and additional calc: Hi I'll reiterate both yours and thoughts on the compute by - definitely on the right track.Workbook re-attached.

     

    First thing you'll see is a new calc: YoY (Latest Year  Only)

    IF LAST()=0THEN [YoY]END

    (NB: I also renamed your "Calculation 3" to YoY). 

    The new calc just says "only return a value for the last year* in the view". We do have to tell Tableau that we care about the year for this part of the calc. And what we end up with is a nested table calc where the compute by for one part is different to the other! 

    Right click and edit the table calculation pill on Rows:

    image.png

    First up I'm working on the "Latest Year Only" calc as you can see in the top drop down. And I tell it to compute by specific dimensions and year only. So the latest year should be the last (LAST()=0) in the window. 

    Now I change the drop down to the "YoY" calc and tell this to compute by specific dimensions again, but this time Year and Month (in that order)

    image.png

    NB: Show calculation assistance is quite handy here as I can check that I am indeed seeing values 13-24 in the window. Now you might be thinking "hang on, how did my lookup -1 work in that case?!?"  and you'd be right! I also changed the lookup to be a lookup by -12 so now we're looking back to the month 12 months ago. 

    The lack of an ELSE in the second calc is what supresses the previous year from showing ... it's still available to the calc as we've "filtered" using a table calc so that happens late in the order of operations ... and those are the "nulls" shown by the >12 nulls indicator. 

    Finally I CTRL+click and drag the pill from Rows onto Mark Text too so that I don't need to repeat the nested compute by there. 

    Let me know if this helps!  

    Compute by is often fiendish enough without (a) nesting; and (b) your great workaround for side-by-side without a discreet pill on Columns! 

    Ta, Steve

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YU shyke a posé une question dans #Tableau Desktop & Web Authoring

I have a Tableau report file that cannot display the tool tip page properly when opened in the latest version of Tableau Desktop for Windows (as shown below) 

 

The latest version of Tableau desktop's tooltip page cannot display tooltip pages properly

 

 

In version 2024.2.24, the same file and computer environment can open and display the tool tip page normally. 

So it is possible that there are errors in the new version that need to be fixed in a timely manner.1.png

 

 

 

 

 

 

#Tableau Desktop & Web Authoring

4 réponses
  1. Hier, à 13:22

    @YU shyke

     

    Hi, maybe you are affected by this issue: 

    https://help.salesforce.com/s/issue?id=a02g70000066Rq5AAE&title=viz-in-tooltip-may-not-render-when-double-clicking-a-twbx-file-in-tableau-desktop-on-windows-11

     

     

    If the provided solutions don't work for you, consider creating a support case: 

    https://help.salesforce.com/s/cases

     

     

    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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My Tableau workbook is on a server embedded in our company website. On the website, one of my dashboard tabs shows as Automatic fit to the screen size. The other two dashboard tabs have a fixed desktop size. All three have a fixed size on the desktop file and on the server file. Why is it not a fixed size on the website? 

 

#Tableau Desktop & Web Authoring  #Tableau Server  #Size Requirements  #Trailhead

1 réponse
  1. 5 août, 21:38

    @Kelsie Jacob

     

    I am confused. You said: " On the website, one of my dashboard tabs shows as Automatic fit to the screen size. The other two dashboard tabs have a fixed desktop size." 

     

    Then you say: 

    " All three have a fixed size on the desktop file and on the server file." 

     

    Thus my main question is what do you think "automatic fit" involves in the website. If you have your embed code, and explain which part of the code does the "automatic" fit. 

     

    Other questions: 

    a. I don't think it is possible to have automatic fit in website and fixed in server.  There is only one fit, the one the workbook in Tableau Server/Tableau cloud is configured. 

     

    b. If your workbook has several dashboards, the iframe that the embed code uses will be set up to the maximum of the widths of the dashboards, and to the maximum of the height of the dashboards.  This means, that the div/table parent container (the div-table should be big enough to handle the size of the children tableau-viz object) 

     

    c. If a dashboard is set to automatic, then in your website you need to create a parent div/table, and set the height and width of the element, so the children element (the tableau-viz component) fills the parent container. 

     

    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 get the error "An error occurred while communicating with the data source all inputs to union must have matching column types" when running my flow. I was using it without problems all 2024, but now I modified it because I had a date filter (show only 2024) that I needed to update. I even rolled back my filter but keep getting the error. Talked to the DB administrator and he says they haven´t made any changes to sources (variable names, columns, DB types). Is it a known error? Please help.

 

PS: I get the error in desktop and in web.

3 réponses
  1. 5 août, 21:02

    For me it was that one of my tables in the union had a spatial column and the other one didn't. Once I removed the spatial column it worked. 

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Nate Laning a posé une question dans #Tableau APIs & Embedding

I have roughly 120 data sources that use a connector to link directly to my data warehouse. I'm changing the password for the user that is used with this connector, but I'm trying to find an alternative to opening each data source in the Tableau Cloud IT, update the password, and republish. Is there any way to do this with the Tableau REST API? If so, how? 

 

#Tableau APIs & Embedding

5 réponses
  1. Hier, à 11:05

    Hi @Nate Laning Yes, but not by directly updating the embedded password through the Tableau REST API. The recommended approach is to use the Update Data Source Connection REST API endpoint to update the connection credentials for each published data source. You can automate this by writing a script that authenticates to Tableau Cloud, retrieves the list of data sources, and updates the username and password for each connection. If all data sources use the same credentials, this is much faster than manually republishing every data source.

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