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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 件の回答
  1. 7月31日 6:57

    @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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 Parameter Action works on sheet but not on dashboard — Tableau 2026.1

 

I have a sheet with 7 KPI rows built using Measure Names/Values (Measure Names on Rows, Measure Values on Text and Color). When I click a row ON THE SHEET, selection works fine.

I've created a Parameter Action at the dashboard level (Dashboard → Actions → Change Parameter):

  • Source: my KPI sheet
  • Run on: Select
  • Target Parameter: Selected SLA (string parameter with 7 values)
  • Source Field: Measure Names
  • Aggregation: None

What happens: When I click a KPI row on the dashboard, nothing happens — the parameter doesn't update and no navigation occurs.

What I've checked:

  • Nothing floating on top of the sheet
  • Action is created at dashboard level (Dashboard → Actions), not sheet level
  • Tableau version 2026.1.0
  • Sheet is connected to SharePoint data source
  • Mark type is Text (or tried Square — same result)
  • Tried putting a Metric Name calculated field on Rows (hidden header) instead of relying on Measure Names — same issue
  • No other actions conflicting on the same source sheet

What I want: Click a KPI row → set parameter → navigate to a detail page showing delayed orders for that metric.

What works:

 Parameter Action fires correctly when testing within the sheet itself (not on dashboard).  

 

#Tableau Community Updates

 

 

#Tableau Desktop & Web Authoring

10 件の回答
  1. 8月16日 7:54

    Hi, @Komal Borate 

    Thank you for reaching out.  

    Could you set up at least two KPI conditions in the workbook you shared?  

     

    I’d like to review and consider them based on your settings, since anything I create on my own might differ from what you actually want.  

    I appreciate your time and hope you can give it some thought. 

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Venkat M が「#Tableau Public」で質問

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 件の回答
  1. 7月31日 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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Venkat M が「#Tableau Agent」で質問

Hi Team, 

Requirement: Display data dynamically based on the selected Period Type parameter

  • Day
    • When the user selects Day in the Period Type parameter, the Order Date parameter should display all available dates.
    • The most recent available date should be selected by default.
  • Week
    • When the user selects Week, the Order Date parameter should display only the Monday date of each available week (e.g., 27-Jul-2026, 20-Jul-2026, 13-Jul-2026).
    • Upon selecting a week, the report should display data for the entire Monday-to-Sunday period corresponding to that week.
  • Month
    • When the user selects Month, the Order Date parameter should display all available months.
    • The latest available month (e.g., Jul-2026) should be selected by default.
  • Quarter
    • When the user selects Quarter, the Order Date parameter should display all available quarters.
    • The latest available quarter (e.g., 2026-Q3) should be selected by default.
  • Custom Dates
    • When the user selects Custom Dates, the following parameters should be displayed: 
      • Start Date
      • End Date
    • Report data should be filtered based on the chosen date range.
  • Lifetime
    • When the user selects Lifetime, all available data should be displayed without applying any date filters.
  • #Tableau Agent

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5 件の回答
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Hi Team, 

Below is the requirement. 

 

Display data based on the user's parameter selection: 

 

  • Day: When the user selects Period type Parameters Day, Order Data Set  paramters need display all available dates. By default, the latest date should be selected.
  • Week: When the user selects Period type Parameters Week, display only the Order Data Set  paramters Monday date of each week (e.g., 27-Jul-2026, 20-Jul-2026, 13-Jul-2026). When a week is selected, display data for all days within that Monday–Sunday period.
  • Month: When the user selects Period type Parameters Month, display all available months. By default, theOrder Data Set  paramters latest month should be selected (e.g., Jul-2026).
  • Quarter: When the user selects  Period type Parameters Quarter, display all available quarters. By default, the latest quarter should be selected (e.g., 2026-Q3).
  • Custom Dates:  When the user select Period type Parameters Display two parameters:
    • Start Date
    • End Date
  • The data should be filtered based on the selected date range.
  • Lifetime: When the user selects Lifetime, display all available data without any date restrictions.

I have attached the twbx file. 

Regards, 

Venkat​‌

 

 

 

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6 件の回答
  1. 7月29日 6:15

    Hi, 

    I hadn’t heard back from you after my previous reply — is it alright to consider that earlier question resolved? 

     

    If so, please close the previous thread (mark it as the Accepted Answer), and I’ll continue supporting you. 

     

    <Past article>  

    https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000jAN1c0AG

     

     

     

    Looking at your current requirements, it seems that when a date is selected, a list of dates should appear, and the latest date should already be selected. In this setup, will the date be a single‑select field? 

    Hi, I hadn’t heard back from you after my previous reply — is it alright to consider that earlier question resolved?

     

     

     

     

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Hi, 

I have been using tableau for over 5 years and for some reason, I am finding something funny happening with simple table calculations only today. 

When I try to use a dimension in the colour after selecting say table across on a horizontal bar chart with a % of total calculation, the total is not coming as what it should. 

Has something changed in tableau in the very recent past please? 

I tried by putting things as text and the calculation comes fine, when I make it a bar chart, then things change. 

Can someone guide me on where I am going wrong please? This looks very simple and we use it everyday, yet for some reason I am seeing something missing today. 

I am attaching the workbook, please check the last sheet.  

This issue appears to occur only with some dimensions, with other dimension it works well. 

So what is it that I am missing here?  

 

 

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3 件の回答
  1. 7月27日 11:19

    I do know what you are trying to do - the point is not necessarily to use an lod - I jsut did that to isolate the problem - which is some data is at a DATE level other data is at a level that is not date dependent and when you created your data model you effectively duplicated the data across dates - In the LOD model I just applied some year and month filtering to illustrate the problem

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Umesh Chorge が「#Tableau Server」で質問

I updated the Athena DB connection credentials (username/password) in a Tableau workbook, and the extract refresh was working successfully after the update.

After around 5 days, I performed a web edit on the dashboard and made some changes. During this process:

  • Tableau did not prompt for credentials
  • While republishing, only the “Embed credentials” option was available

However, after republishing the workbook, the scheduled extract job started failing with an incorrect username/password error.

This is confusing because the credentials were already updated earlier and were working fine before the web edit.

 

My queries:

  • Why is Tableau not asking for credentials during web edit or republish?
  • Does web edit/republish overwrite or remove previously saved credentials?
  • Why would the extract fail with incorrect credentials even though they were updated earlier?
  • Is there any known limitation or behavior with Athena connections in such scenarios?
  • does role affect?

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8 件の回答
  1. 6月12日 7:25

    Hi @Umesh Chorge

     

    dealing with WebEditing and credentials can be a bit unstable. I've seen a lot of instances over the years were credentials for some mysterious reasons were not committed or using old ones or using credentials from another tenants while the Analysts were working daily on multiples tenants.  

    This is one example: 

    https://help.salesforce.com/s/issue?id=a02Ka00000lYbc8IAC

     

    As you seem to work with embedded data source directly in the workbook, as Diego said in his earlier post, use published data sources. To keep your datasource stable and modify your workbook content irrelevant of Athena connections even in WebEdit. 

    And ideally you modify your published data sources using Tableau Desktop if you can.

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Umesh Chorge が「#Tableau Server」で質問

Hi Team,

We are trying to build a detailed dashboard that shows data source–wise field information, including all columns and calculated fields for published data sources on Tableau Server.

From the PostgreSQL repository (workgroup database), we are using the fields table to fetch metadata. However, we observed the following issue:

  • Some calculated fields are visible in the fields table
  • But many calculated fields are missing / not reflecting

Because of this, we are unable to build a complete dashboard covering all calculated fields across all data sources. 

 

Our Questions:

  1. Why does the PostgreSQL repository (fields table) not return all calculated fields?
  2. Are there any limitations or filters in the Tableau repository schema that exclude certain calculated fields?
  3. Is there any alternative table or approach in PostgreSQL to get all calculated fields?
  4. If PostgreSQL cannot provide complete metadata, what is the recommended approach to extract all field-level details (including calculated fields)?

 

 

 

 

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2 件の回答
  1. 6月18日 15:35

    Hi, as Diego said, the official go-to for metadata information is the Tableau MetaData API. For MetaData, the old approach to rely on Postgres schema "recommendations" or "nlp" doesn't work anymore since respectively 2023.1 and 2024.2, as these tables (like nlp.fields) are based on features that have retired. 

    If you are absolutely focused on Postgres approach only, then you can read the workbook or datasource xml from the Postgres Blobs directly, but that's not supported and at your own risk. Here is an old answer of mine: 

    https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000kQj0G0AS

     

    Though for lineage you can still use the asset tables like database_assets, table_assets, column_assets, table_asset_sources.

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I Tableau server .hyper published data source, getting this issue. I have whitlisted all the shared folders in the Tableau server by using the TSM commands, still I'm facing this issue    This job failed on Apr 17, 2026, 4:02 PM after running for 0.4 min because of: com.tableausoftware.server.status.reporting.TableauRuntimeException: [SQLSTATE:58S01] error opening database 'pricing_analytics_db_data': There was an error during loading database: The specified storage resource cannot be accessed: The directory of the specified storage resource is not whitelisted. DatabaseId: "hyper.file://altableau02/ftp/pricing_analytics_db_data.hyper" Unable to connect to the Tableau Data Extract server "". Check that the server is running and that you have access privileges to the requested database.   

4 件の回答
  1. 5月6日 10:22

    And an addition to @DIEGO FERNANDO MARTINEZ RODRIGUEZs comments. The options set in tsm needs to match exactly the format used in the workbooks. If you are using both \\server\folder\file and \\server.domain\\folder\file, you will need add both \\server and \\server.domain

    to the whitelist.  

    Any subfolders to the specified folder are automatically whitelisted so if you add

    \\server\ to whitelist, that will allow both \\server\folder1 and \\server\folder2. If you only want to allow files from folder1 but not folder2, you should add \\erver\folder1 to whitelist instead. And don't use mapped letters in datasources, the server is running under a separate acccount that does not necessarily have the remote folders mapped under the same letter or at all, use the URI instead

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