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#Tableau Desktop & Web Authoring토론 중인 항목 165개

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

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  1. 오늘 오전 8:17

    thank you everyone for your help! 

     

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SSMK A (Self Employed) 님이 #Tableau에 질문했습니다

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

답변 5개
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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

답변 4개
  1. 오늘 오전 12:58

    Hi, @Andrzej Polachow

    Thank you for reaching out. Using the technique I shared earlier, it's also possible to create multiple representations as shown in the attachment.  

     

    Please take a look. (The sample is kept simple for demonstration purposes.) 

     

    <sample>Hi, Thank you for reaching out. Using the technique I shared earlier, it's also possible to create multiple representations as shown in the attachment. Please take a look.

      

    It looks like the numbers, symbols, and numbers are right‑aligned properly.  

    What do you think?

    image.png 

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I have map with 2 layers, one for supplier at the top and for country . the issue is when user selects land in the dashboard everythings got filtered as desired. I use calculation that supplier point are visible only in case a land or other fileds from other sheets get selected. In the Dashboard the suppliers for the selected country are hidden cause the Tableau selection highlighting. 

 

you can see that if user select something on other sheet the daufalt map will get filtered and suppliers (blue icons) are visible. 

 

my cocnlusion is the highlighting feature doesn't allow me to see the supplier points when map is clicked. on the particular map sheet everything is visible. 

 

is there any option? 

 

 

#Tableau Desktop & Web Authoring

답변 12개
  1. 8월 22일 오후 6:39

    @Patrik Melichercik the outline feature really only outlines the borders of a geography.  The datavis.blog

    has a set of examples of what can be done with the fairly new OUTLINE() function if that's what you're asking for.  There are limitations. 

     

    What you're trying to do, which is now the first that I'm seeing it mentioned in the thread, is more of a drill-down process Region --> Country --> State/Province which is an entirely different concept and process.  They can be complicated, and not always work as intended.  You can look at

    @Yuri Fal who has his example and Andy Kriebel has an example

    as well. 

     

    Insofar as user-friendliness, this for me is more of a training issue than anything.  A notation in the dashboard would suffice to tell the user how to use the dashboard, and still get the functionality you're looking for.  They'll just need to hit the ESC key once/twice to exit out of a polygon that has been selected. 

     

    I don't currently see a method of using 'on select' at this point without a greater level of involvement and likely some type of additional layering which may or may not break things due to too many competing actions, whether filter action, highlight action, parameter action and so on. 

     

    Sorry that we weren't able to help.  Maybe those additional links will help point the way for you.  Best, Don

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I have 3 custom SQL's , they are all same queries but due to some filter conditions , i need to separate them into 3 custom SQL's rather than a single Custom SQL,. Is it possible to Union these 3 custom SQLs in tableau  Desktop?  They are from  the same database connection. Thanks

답변 6개
  1. 8월 12일 오전 4:23

    You can do the Union in your first Custom SQL script itself as shown below 

    SELECT A,B,C 

    FROM XYZ 

    WHERE Condition1  

    UNION ALL 

    SELECT A,B,C 

    FROM XYZ 

    WHERE Condition2 

    UNION ALL 

    SELECT A,B,C 

    FROM XYZ 

    WHERE Condition3  

     

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I have a line chart with running totals by group. To allow users to zoom in, I am attempting to follow this post from the Flerlage Twins to truncate the Y axis without overexaggerating the trends. I thought I had it working because the plot did shift up but, per the label on the reference line, the math ain't actually mathin'. I've tried various iterations of the calculation but can't get it to work. The calc I am using to get the plot below is

window_min(RUNNING_SUM(sum([Value])))-(window_max(RUNNING_SUM(sum([Value]))) - window_min(RUNNING_SUM(sum([Value])))) * 2 

Window calcs for running sums not working

By toggling the calculation in the reference line between min/max, I'm able to draw a line at the min and max of the entire plot, but I'm unable to actually isolate those points to use in calculations. I'd appreciate any help! 

 

#Tableau Desktop & Web Authoring

답변 2개
  1. 8월 20일 오후 11:18

    Hi,  @Xin Yuen

    Kevin’s method produces the following results: the minimum value across the entire view is 85,951, and the maximum is 131,994. 

     

    85,951 − (131,994 − 85,951) × 2 = −6,135 

     

    Since the article takes the larger of this value and 0, the lower bound of the Y‑axis becomes 0 in this case. 

     

    Here, I’m introducing an alternative workaround. This approach assumes that all values used in the RUNNING_SUM are positive and that the cumulative values do not decrease along the Timepoint. 

     

    Under this assumption, the overall minimum of the cumulative values can be taken from the first Timepoint of each Year, and the overall maximum can be taken from the yearly totals. These can be obtained using LOD calculations and then applied to the same formula used in the article. Please refer to the sample. 

     

    <sample>Hi, Kevin’s method produces the following results: the minimum value across the entire view is 85,951, and the maximum is 131,994.

    <calc>image.pngimage.pngimage.png

     

     

     Also, since unverified AI‑generated answers are increasingly being posted, please be cautious with responses that do not include concrete samples. 

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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

답변 9개
  1. 8월 20일 오후 6:29

    Hi,

    Yes, this can be achieved in Tableau Pulse.

    The recommended approach is to implement Row-Level Security (RLS) on the underlying Tableau data source, rather than trying to apply RLS directly inside the Pulse metric.

    For example, suppose you have:

    Rep | Territory | Sales

    • John → North
    • Sarah → South
    • Mike → West

    You can create an entitlement/security mapping between the Tableau user and Territory, and use USERNAME() / FULLNAME() or a Data Policy to restrict the rows each user can access.

    Then create the Pulse metric from this secured data source.

    So when John views the Pulse metric, the metric and its insights are calculated only from the North territory data available to John. Sarah would see South, and Mike would see West.

    This is particularly useful for sales organizations where every rep should follow the same Pulse metric definition but only see their own territory.

    Tableau's documentation also confirms that Tableau Pulse metrics respect RLS applied to the underlying published data source.

    Reference: https://help.tableau.com/current/online/en-us/pulse_set_up.htm

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Tony Stark 님이 #Trailhead Challenges에 글을 올렸습니다

What’s your favorite Salesforce feature for improving productivity?  

I’m exploring different Salesforce features and looking for ways to make everyday workflows more efficient. There are so many tools available that it can be difficult to know which ones are actually worth using.

What Salesforce feature, automation, or integration has made the biggest difference in your day-to-day work? 

 

#Trailhead Challenges  #Trailhead  #Agentforce  #Salesforce Developer  #Tableau Desktop & Web Authoring  #TrailblazerCommunity

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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

답변 11개
  1. 8월 19일 오후 6:32

    Hi, 

     

    Yes, this can be achieved using a dynamic calculated field with TODAY() instead of hardcoding M1, M2, etc.

    For example:

    DATEADD('month', -1, DATETRUNC('month', TODAY()))

    This will automatically return:

    • Aug 2026 → Jul 2026
    • Sep 2026 → Aug 2026
    • Oct 2026 → Sep 2026

    You can then use a parameter action for the button-style month selection while limiting the selector to the current + previous quarter months. This keeps the solution dynamic as the months/quarters change.

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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.

답변 4개
  1. 8월 19일 오전 10:50

    Hi, 

    I’m not sure whether this adds anything to @寛奈 阿藤  ’s detailed explanation above, but there is one point to keep in mind regarding how NULL values are handled when calculating the difference between Product A and Product B. 

     

    For example, if a missing value should be treated as zero, you can use ZN(): 

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

     

    If you don’t handle NULLs, the result of the subtraction will also become NULL whenever either side evaluates to NULL. 

     

    Of course, whether NULL should be converted to zero depends on the business meaning of the data, but it may be worth considering when using this approach. 

     

    ex) 

    // Difference

     

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

     

    or: 

     

    // B vs A %

     

    IF [Product A Sales] <> 0 THEN 

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

        / [Product A Sales] 

    END

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