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#Tableau Desktop & Web Authoring178 personnes en discutent

SSMK A (Self Employed) a posé une question dans #Tableau

Hello Everyone, 

 

I have a hierarchy table and the measure columns with labels like below keep changing their position depending on my hierarchy level. However, I want the labels to stay intact. Can someone help me here please. I attached the tableau workbook file 

 

How to retain the measure label in a hierarchy layout

 

#Tableau  #Tableau Desktop & Web Authoring  #Format Column  #Tableau Server

2 réponses
  1. Aujourd’hui, à 03:31

    @SSMK A You should probably show how you have created the chart and what you have in your row and column shelfs. That might also let us know if it is a product issue or a design issue.

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Hi  

 

My users wants 3 numbers to be within a cell in their download. 

The numbers are separated by a new line and are stored as 3 separate measure fields. 

 

For example,  

 

123  (from field 1) 

456  (from field 2) 

789  (from field 3) 

 

To achieve that I did something like this 

 

str([Field1]) + "  

  " + str([Field2]) + " 

  " + str([Field3]) 

 

It looks all good on the front end but when user downloads it to csv some of cells becomes a formula in the download and the numbers are not showing up correctly.  

 

I searched online and the AI suggested putting a prefix ' in the formula but it looks bad on the front end. 

 

Anyway around this without impacting the front end  ? 

 

Thank you 

 

 

 

#Tableau Desktop & Web Authoring

3 réponses
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Grace Kim a posé une question dans #Tableau Public

I'm hoping someone has seen this or can tell me if it's a known issue. 

 

The problem: Every dashboard I publish to Tableau Public shows an empty/blank thumbnail on my profile. The vizzes themselves open and render perfectly — it's only the thumbnail preview that's blank. This affects a workbook I published several months ago as well as brand-new ones. 

 

What I've confirmed it is NOT: 

- Not a browser/ad-blocker issue: thumbnails are blank in Chrome, Edge, on my phone, and in incognito. 

- Not empty data: the extract contains real data and the dashboards render fully when opened. 

- Not the background: I changed worksheet/dashboard backgrounds from transparent to a solid color, no change. 

- dashboard is a fixed size (1613x1000). 

 

The key finding: Single-worksheet vizzes get a correct thumbnail every time. Only Dashboards come out blank. And when I build a dashboard directly in the browser using web authoring, that dashboard gets a proper thumbnail. It's specifically dashboards authored in Tableau Desktop Public Edition (build 2026.2.1) and published that fail to generate a thumbnail. Simply opening the published workbook with Edit and re-saving doesn't help — the dashboard has to actually be rebuilt in the browser. 

 

My questions: 

1. Is this a known issue with the Tableau Public thumbnail service and dashboards published from the 2026.2.1 Desktop build? 

2. Is there any fix that doesn't require rebuilding every dashboard (and possibly every worksheet) in web authoring? 

 

#Tableau Public  #Tableau Desktop & Web Authoring

3 réponses
  1. Aujourd’hui, à 02:18

    Adding to Farhan's and Steve's helpful comments, I think your finding that a single worksheet works, a web-authored dashboard works, but a Desktop-authored dashboard does not gives us a very useful way to narrow this down further.

    Before rebuilding any existing dashboards, I would try creating a very small test workbook in Tableau Public Desktop 2026.2.1:

    1. Create one simple worksheet.
    2. Publish it and confirm that its thumbnail appears.
    3. In the same workbook, create a new dashboard containing only that worksheet.
    4. Publish again without adding any other dashboard objects, containers, images, extensions, etc.
    5. Check whether the thumbnail becomes blank.

    If the worksheet thumbnail works but the minimal dashboard becomes blank, that would be a particularly useful reproducible case because it removes most workbook-specific factors from the equation.

    I would also try publishing the same minimal workbook from a different Desktop Public version, if one is available to you. If the exact same workbook produces a thumbnail from another build but not from 2026.2.1, that would provide stronger evidence that the behavior is related to the Desktop build / publishing path rather than the dashboard design itself.

    One other thing I would avoid for now is rebuilding the production dashboards in Web Authoring just to fix the thumbnails. Since the published dashboards themselves render correctly, and Steve mentioned that a Tableau Public thumbnail issue is already being investigated, rebuilding could involve a lot of work for something that may ultimately be resolved on the service side.

    So, as a next step, I think a minimal reproducible workbook would be very valuable:

    Worksheet → thumbnail OK

     

    Same worksheet placed on Desktop-created Dashboard → thumbnail blank

     

    Equivalent Web-created Dashboard → thumbnail OK

    If that sequence is reproducible, it should give the Tableau team a very clean test case and may also help determine whether this is the same known thumbnail issue Steve mentioned or something specifically related to Desktop Public 2026.2.1.

    Hope this helps with the investigation!

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Hi all,

A bit of a complex one - and completely understand if Tableau is not the product for it, but I have users requesting the ability to select two Products (A and B) and want metrics and graphs derived based on their selection.

Has anyone done something similar to this?

 

So if a user selects Product A and Product B, based on the data for each product, it will generate a table with a composition of characteristics comparing both, noting that some metrics use complex business logic.

 

I vaguely remember seeing a workbook shared here which used user parameters to write into an embedded SQL query which might be able to accomplish this? I thought I'd post here in case anyone had a better idea.

 

I have freedom transforming data to whatever structure is required to have this work - as well as access to a SQL database for storage / querying.

3 réponses
  1. Aujourd’hui, à 02:13

    Building on Steve's parameter approach and Keisuke's suggestion for keeping Product A and Product B in a consistent display order, I would like to add one more option that may be useful when the requirement goes beyond simply displaying the two products side by side.

    The two parameters can also be used directly inside calculated fields. This makes it possible to create comparison metrics such as the difference, ratio, or percentage change between the selected products.

    For example, assuming the parameters are [Select Product A] and [Select Product B]:

    // Product A Sales

    SUM(

    IF [Product Name] = [Select Product A]

    THEN [Sales]

    END

    )

    and:

    // Product B Sales

    SUM(

    IF [Product Name] = [Select Product B]

    THEN [Sales]

    END

    )

    We can then create calculations such as:

    // Difference

    [Product B Sales] - [Product A Sales]

    or:

    // B vs A %

    IF [Product A Sales] <> 0 THEN

    ([Product B Sales] - [Product A Sales])

    / [Product A Sales]

    END

    This can be particularly useful when the dashboard needs to answer questions such as:

    • How much higher/lower is Product B than Product A?
    • What is the percentage difference?
    • Which characteristics differ the most between the two selected products?
    • How do the two products compare across several business-specific KPIs?

    The same pattern is not limited to Sales. The conditional logic can be incorporated into more complex calculated fields, so in many cases the business logic can remain in Tableau rather than requiring the parameter values to be passed into custom SQL.

    For a comparison table with many characteristics, another approach I have found useful is to structure the data so that the characteristics are represented as rows, for example:

    CharacteristicProduct AProduct BDifference

    Sales | ... | ... | ... 

    Profit | ... | ... | ... 

    Margin | ... | ... | ... 

    Volume | ... | ... | ...

    This gives us a fairly flexible "Product A vs Product B" comparison framework: the parameters define what to compare, Keisuke's labeling technique controls how A and B are displayed, and calculated fields define how they are compared.

    One additional consideration is the level of detail of each metric. If some KPIs need to be calculated at a specific grain before Product A and Product B are compared, LOD expressions can also be combined with this approach. This is especially important for ratios or other non-additive metrics where simply summing the underlying values may produce an incorrect result.

    So I would probably try the parameter + calculated-field approach first before moving to parameterized SQL. Custom SQL can certainly be useful, but keeping the comparison logic in Tableau generally makes the workbook easier to interact with and maintain when the underlying dataset is already at an appropriate level of detail.

    Hope this provides another useful variation for anyone building a dynamic two-product comparison dashboard. 

     

    Kanna Ato

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Hello Everyone,

I need your help with a requirement.

My requirement is to have a button-style Month Selection on the dashboard where users can select a month and view the corresponding data. However, when the workbook is opened, it should automatically select the previous month of the current month by default.

For example:

  • In August 2026, the default selected month should be July 2026.
  • In September 2026, it should automatically select August 2026.
  • When moving to the next quarter, such as October 2026, it should automatically select September 2026.

The month selection should always display only the current quarter months and previous quarter months.

To meet this requirement, I have created this sheet and a Time Shift Parameter, where:

  • M1, M2, M3 represent the current quarter months.
  • M-1, M-2, M-3 represent the previous quarter months.

Could you please review this approach and suggest how I can make the month selection automatically default to the previous month while still limiting the available selections to the current and previous quarter months?

 

 

How to Auto-Select Previous Month by Default in a Month Selection Dashboard?

 

 

 

#Tableau Desktop & Web Authoring

4 réponses
  1. 17 août, 19:43

     

    @Justin Besch  You'll be better served should you move away from strings as 'dates' and use actual dates.  The below converts your Fiscal Month ID string to an actual date (Fiscal Month):You'll be better served should you move away from strings as 'dates' and use actual dates.Then drag the above to the Filters Card, and in the options that present themselves, select Relative Dates.  Set the selection to Months, and the parameter to Last 7 Months.Screenshot 2026-08-17 at 12.35.25 PM.pngThat effort will display the most current 7 months of data including the current month.  To filter that out, a new calculation (Table Calc) using LAST() function will return T|F.Screenshot 2026-08-17 at 12.35.39 PM.pngDrag that to Filters Card and select TRUE then check Exclude check box to exclude the result it finds which will be August.  Screenshot 2026-08-17 at 12.35.52 PM.pngYou'll only then be displaying the most recent 6 months of data, starting with the most previous month.  Because we're using a Relative Date filter, that will automatically adjust next month so that when September arrives, it will then show August and the most recent 5 months prior.Screenshot 2026-08-17 at 12.36.01 PM.pngThe user can then select the month they want in the dashboard to filter the data thereafter.Screenshot 2026-08-17 at 12.36.14 PM.png

    Hope that points the way for you. See the green tabs in the reattached .twbx workbook. 

     

    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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Avishek Dey a posé une question dans #Tableau Community Updates

I have this use case where I need to have an Apply All Filters button in all of my dashboards within a single workbook. The ask is if i select something on Dsb1 and click Apply All Filters, it should filter both Dsb 1 and Dsb 2. Also, if I go and do some new/change selection in dsb 2 and click on Apply All Filters, it should filter both Dsb 2 and Dsb 1. 

I can achieve one way Dsb 1->2...but when I applying the reverse it is weirdly navigating to the next dsb. Attaching a wbk, if anyone can solve this for me. 

4 réponses
  1. 31 juil., 06:57

    @Deepak Rai what u did the same thing I did..look closely..when u r clicking the apply button on first dashboard it is navigating to 2nd dashboard...it should stay in first dashboard..

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I have simple stacked bar chart with negative values. The ask is to show total at the end of the bar. Please let me know is there a way to show labels at top of the bar.  

 

Total on top of stacked bar chart

 

 

 

#Tableau Desktop & Web Authoring

2 réponses
  1. 12 août, 02:43

    Hi @Hideaki Shiihara

     

    Thank you for sharing the attachment and the suggested approach. 

     

    I reviewed it, and yes, this appears to be what I am trying to achieve. The dual-axis method for displaying the total value on the Total bar looks good.

    However, my primary concern is avoiding LOD calculations, as they can have a noticeable impact on dashboard performance, especially with larger datasets. Since the solution in the attachment still leverages an LOD calculation, I am looking for an alternative approach that delivers the same result without using LODs.

    If you have any recommendations using table calculations or other performance-friendly techniques, I would appreciate your suggestions.

    Thank you for your help.

     

     

    Thank you  

    Chitti

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Hi, 

I am exploring context filters and I am seeing that when I try to select multiple options in the context filter, it is not showing correctly for me. 

For example, in the attached sheet, if I apply route type="BRTS" and put it in context and then filter for top 5 routes by km, it works. 

Similarly it works individually when I select route type as "Non-BRTS". 

However when I try putting a filter on route as top 5 by km and try to view it by route type, then I am only getting the top 5 routes and not top 5 in each category BRTS and Non-BRTS, even though I put route type in context. 

Ideally I should see 5 entries in BRTS and 5 in Non-BRTS, yet it shows me only the top 5 by route, so the context filter does not work as expected when I select more than one option in it. 

Can you help me understand why this is happening and how to fix this please? 

I am attaching the notebook with the sheets. 

 

#Tableau Desktop & Web Authoring

4 réponses
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some of the rep wantes to see their territory data on Pulse metrics. 

Is it possible to do this on Tableau Pulse ? 

or is their any capability of pulse we can achieve. 

can you share a scenario or solution if I can achieve this? 

 

#Tableau Desktop & Web Authoring  #Tableau Pulse

1 réponse
  1. 17 août, 14:49

    Hi Himshikha - yes, this is doable, but the key thing is that you don't set up RLS 'in Pulse' itself - Pulse metrics inherit the row-level security of the published data source they're built on. So you implement RLS on the underlying data source, then build the Pulse metric on it, and each rep automatically sees only their territory's numbers (including in their Pulse insights and email digests). 

     

    Two ways to implement the RLS on the source: 

     

    1) Virtual Connection + Data Policy (the modern, recommended way). In Tableau Cloud, create a Virtual Connection to your data and add a Data Policy that filters rows by the logged-in user - typically by joining to an entitlement table (a user-to-territory mapping) and matching on USERNAME(). Because the policy lives on the virtual connection, it's enforced everywhere that connection is used - Pulse included - and you maintain it in one place. 

     

    2) Data source filter / user filter (simpler, classic). On the published data source, add a calculated field like [Territory Owner] = USERNAME() (or join to an entitlement table keyed on USERNAME()/USERUSERNAME()) and apply it as a data source filter, then publish. Pulse metrics built on that source inherit the filter. 

     

    End-to-end scenario: build and maintain a user-to-territory entitlement table, apply RLS via option 1 or 2 on the data source, create the Pulse metric on that secured source, and then each rep who follows the metric sees only their territory's value, trend, and insights. 

     

    Two gotchas: make sure the Tableau user identity actually maps to your territory field (via USERNAME()/USERUSERNAME() or a group), and test it by previewing as a specific user (the user-filter dialog lets you confirm what each user sees) before rolling it out. 

     

    Hope that helps!

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Hi,

I'm using Tableau to create flow for reports, and when I add output, it warned me that this output might conflict with other output nodes, I don't understand why this warning shows up, could anyone help me on this issue?

Error in Output- Tableau Prep

Many Thanks,

Lisa

5 réponses
  1. Hier, à 03:46

    Old thread but in case this happens to anyone in the future...  

    This happened to me when I copy/pasted the output step first and changed the names. It must have retained some internal name during the copy.  

    Once I removed the copied output step and created from scratch instead it fixed the problem and it worked ok. 

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