I tried asking this before but I dont think I asked it correctly.
I have a large text able. It has a single row (dates), and ALOT of columns (21 I think, to be exact). Its made to look like a simple spreadsheet.
This is for financial reporting. These 21 columns are in a single combined pill at the top (Measure Names).
The problem is that these financial metrics, are things not everyone understands, nor do they know what the abbreviations are. See Below...
Now... right now, in the tooltip, when you hover over any of the numbers.. it displays the Reporting date, measure name, and the measure value. It automatically switches the measure name when you hover over numbers in the different columns...
This is great... BUT...
I want it to also display what the actual "Measure Name" means in the tool tip, so if someone who is looking at this report has no idea what "Var MTD GWP" is, it will show them right in the tooltip "Variable Month To Date Gross Written Premium - This is a total of the gross written premium for all our customers in dollars, we define Gross Written Premium as..."
Now the only way I have seen that you can have the tooltip do this, is if you have a dual axis on your chart, and therefore have different markers for each measure... problem is, you can only have 2 axis on a chart... not 21...
I tried creating a calculated field that called "Description" That said
IF [Var MTD GWP] > -5 THEN "Variable Month To Date Gross..."
ELSEIF [# Policy Count] > 0 THEN "This is the total number of policies that were..."
ELSEIF.. etc etc.
I put that in the tooltip... but.. that didnt work, because it only reads along the Reporting Date axis... so as long as the first one is true.. all it displays is the description for the thirst column.. and it doesnt change..
I then tried to see if I could create a calculated field using <measure name>... that would make it SO EASY... but you cannot use <measure name> as a variable... its not an available option...
Any ideas?
Hi @Jaime Neufer -
You can make use of the set parameter action within Tableau. Lack of any mock up data, I am using Superstore below.
Sample model is attached. Let me know if you have any question.
- Create a string parameter to capture the name of the measure
- Add a set parameter action to your worksheet with the created string parameter as the target parameter.
- Create calculated field that will return the customized description of the measure and add it to tool tip.
