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#Tableau Server81 人がディスカッション中

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

3 件の回答
  1. 8月6日 17:19

    I understand, so you could create an underlying text box that essentially says 'Start by filtering in the filter selection pane to the right' and/or have a distinct starting value that is always selected as a starting point.   

     

    We don't know what you're actually working with, but those would be some options to consider.  If you have the link to the idea, could you post it in this thread so that others can upvote it? 

     

    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 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 件の回答
  1. 7月26日 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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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 件の回答
  1. 8月5日 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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Has anyone encountered a situation where a specific workbook loads very slowly on Tableau Server, but only on the initial (bootstrap) opening by each user? 

Additional details:

  • First access to any dashboard in the workbook adds an initial time of 20-30 seconds. Any operation after that (filtering, switching dashboard, etc.) is OK, 10-15 seconds in total - which is good enough taking into account the volume and complexity of the data (multi-fact, >100 million records).
  • I can see in a Performance Recording that this time is spent sending 100+ queries to the metadata, nothing to the actual (published) data sources.
  • The same happens on Dev, Test and Prod servers (versions 2025.1, 2024.2).
  • There are 10 dashboards in the workbook. A different workbook with 18 dashboards (for example) loads within 2 seconds.
  • The uncompressed .twb file is 5Mb, so not too large.
  • Splitting the workbook into several smaller ones reduces the time, but it's still slow and really hurts the functionality (navigating between dashboards).

Any ideas? I'll open a support case anyway... 

 

Thanks 

 

Dan Chissick

Senior BI Consultant | Tableau Ambassador

 

#Tableau Server

3 件の回答
  1. 8月4日 13:38

    @Dan Chissick

     

    Hi, I am trying to give you my best advice of what might be happenning. I got a similar case in the past that I was able to solve following the advices I just gave to you. 

     

    It was a strange case, and metadata related. In the record performance I don't remember if the event was recorded as hundred or more parsing xml events, or simply was not recorded. 

     

    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 

0/9000

Does anyone know the which files / folders need exemptions from the Anti Virus scans.  Deployments are on the D drive.. 

 

#Tableau Server  #Security

1 件の回答
  1. 8月3日 15:08

    @Patrick Chinery

     

    You may take a look of: 

    https://help.salesforce.com/s/articleView?id=001466887&type=1

     

     

    Basically, you need to add the complete folder (e.g.

    D:\Tableau)

    to the exceptions. 

     

    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 

0/9000

On premise Tableau. 

 

The scheduled extract runs but does not pick upp additional csv files. 

 

I use desktop to point a datasource at a folder with csv files. The datasource is published and extract scheduled. 

 

To update the datasource with new csv files I have to run an extract from desktop. 

 

Should the scheduled extract pick upp new csv files? 

 

#Tableau Server

12 件の回答
  1. 8月3日 13:13

    Hi again Emeric, 

     

    Thank you for your suggestions earlier. I have now followed them and my system works better but one issue remains. 

     

    Current configuration: 

    1. Runas now uses a domain account "tableausa" with admin rights on the tableau server 

    2. The csv files are on the tableau server shared with

    \\tableausa\folder

    syntax. The tableausa account has permissions on the share. 

    3. 

    \\tableausa\folder\xxx

    has been added to the allowlist 

     

    I created a new datasource using tableau desktop based on one of the csv files via the fileshare, and converted to a join with a wildcard with no filtering. This works fine and if I add/remove files this is reflected in desktop workbook and datasource. 

     

    I then published the datasource without attached files. When the published datasource is opened via browser the published files are found and can be refreshed. 

     

    Then my luck ran out. I created a workbook via browser based on the new datasource. It opens and finds the published files, but I can not get it to update when files change. It can see all the data and files in the datasource as published, but refreshing to show new data does not work - I have tried F5, menu option to refresh the datasource in "sheet 1" and in the Data Source tab, and opening a new browser. 

     

    My expectation was that when opened the workbook would retrieve data from the files currently in the folder, and that the workbook user could update using menus or F5 when new files were added, but that does not work. 

     

    Do I have the wrong expectations or am I making some mistake? Is it always necessary to edit the datasource when files are added to the wildcard folder? 

     

    -Arvid

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Hello 

SnowFlake offers 2 types of OAuth  -  Standard OAuth and External OAuth with an IDP 

 

OnPrem Tableau Server 2025.1 requires user upon expiration to refresh Credentials under MyAccountSettings. 

 

Is there any configurations/alternatives  where users do

not

have to refresh tokens manually in MyAccountSettings with OAuth?  

 

#Tableau Server

5 件の回答
  1. 8月1日 13:27

    With v. 2025.1, no difference for expiration mechanism; For example between EntraId and Snowflake as authorization server. You have a 90 days hard limit and that's it. With v. 2025.3 you can enable single-use refresh token to have at least 90 days rolling limit. With v. 2026.2 you can enable client credentials. It all depends on your use case and Tableau Server version. So External OAuth, like EntraId, is always better.

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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

#Tableau Desktop & Web Authoring  #Tableau Server  #Tableau Cloud  #Tableau Public  #Tableau  #Tableau Prep  #Tableau Community Updates

5 件の回答
0/9000

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

10 件の回答
  1. 7月29日 14:52

    In case anyone else runs into this:  

    I learned from our IT department that we have both  internal and public server spaces. I had originally (unknowingly) published to the internal server and later was (unknowingly) viewing content on the internal server, which is why the dashboards didn't appear. The only way to distinguish the 2 spaces is the URL. 

     

    Thanks to all who weighed in. 

     

0/9000

Hi,  

I'm trying to embed a Tableau Dashboard into a Sharepoint page. I have ironed out connection and permissions issues and all is now working well.. expcept.. when somebody first lands on the Sharepoint page instead of seeing the dashboard they see a "Sign in to Tableau" server message / button. If they press this, the dashboard is then displayed, without the need for them to enter any further credetials. So its not a huge issue, but also not a great user experience. Does anybody know a way I can prevent the Tableau sign in page stage please? 

 

#Tableau Server

2 件の回答
  1. 7月29日 12:31

    Hi @Nigel Smith

     

    Do you have SAML authentication with Microsoft EntraId enabled on your Tableau Server Instance?

    If yes, then try this command. 

    tsm configuration set -k wgserver.saml.iframed_idp.enabled -v true 

    If you have another use case, Trusted Authentication or Connected Apps authentication would help.

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