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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 

 

#Tableau Desktop & Web Authoring  #Tableau Server  #Tableau Cloud  #Tableau Public  #Tableau  #Tableau Next  #Tableau Community Updates  #Tableau Pulse  #Tableau Mobile  #Tableau Agent

1 resposta
  1. Ontem 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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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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Vaibhav Singh publicou em #Mcp

How to do the enterprise level setup of Tableau MCP with Claude. Say if I have 200 claude licenses do I need to do configuration on all those 200 devices for the same site in order to have my MCP client running? @tableau AI

#Mcp #Tableau Agent #Tableau #Tableau Cloud
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4 respostas
  1. 11 de jul. de 2025, 13:45

    @Ciara Brennan​ ,

    I need some inputs in creating chatbot for tableau that anwsers end users questions using NLP and AI tools.

     

    Regards,

    Raju

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Hi , i would like to try Tableau with agenforce ,how can i get acess of sandbox environment ,also i am planning to do a MVP minimal viable product for my company ,what licenses do i need to get

 

My goal is to build a Custom agent with Tableau and Saleforce Agentforce

1 resposta
  1. 22 de jan. de 2025, 15:30

    Hi,

    Tableau: It is included in Tableau Cloud (free trial): Try Tableau for Free You'd have a 14-day period in which to perform whatever actions you need to for your presentation for your company. No purchase necessary. The license expires automatically at the end of the trial period.

    Reference: https://www.tableau.com/trial/tableau-agent-trial

     

    Salesforce (AgentForce): Suggest you contact them directly for licensing/trialing:  Contact us

    Reference: https://www.salesforce.com/agentforce/pricing/

     

    Best, Don Wise -

    Please don’t forget to upvote and/or Select as Best by clicking the hyperlink below in the response that answered your question

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What is the difference between Tableau Agent and Ask Data? How to get the Tableau Agent and how much it cost?

1 resposta
  1. 28 de dez. de 2024, 09:06

    Hi @Vibhu Sharma​ 

    Please find the below articles related to Tableau Agent and Ask Data:

    Explore Your Data with Tableau Agent - Tableau

    Tableau’s New Ask Data Feature – A Primer

     

    To use the Tableau Agent feature, you must have Tableau+, and AI in Tableau must be turned on in your site settings. If you don't have Tableau+ but want to try Tableau Agent features, you can sign up for a Tableau Cloud free trial which now includes Tableau Agent features.

     

    Let me know if you need any additional information.

     

    "If my replies were helpful, please upvote them and mark them as the best."

     

    Regards,

    Ashish Bansal (Tableau Forums Ambassador 2024)

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🔵 To prepare for the move to Trailblazer Community, the Tableau Forums will be in read-only mode starting October 24, 2025 🔵

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