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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

4 answers
  1. Aug 12, 4:23 AM

    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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Hi, 

I have a Date filter, Month and year, i am showing the last month filter ex: showing the July 2026 data in Aug 2026 month , meaning previous month, if i use the relative filter as previous month in the filter, will the filter in the date(MY Month) will automatically change when month is changed ?? using this relative filter previous month automatically change the filter value in the next month, ex: Sep, it will automatically select the aug 2026 data when month starts. Anyone please clarify, Thanks 

Last month default to dashboard and month filter has to be changed automatically

 

 

 

#Tableau Desktop & Web Authoring  #Reports & Dashboards  #Tableau  #Formulas  #Tableau Prep

6 answers
  1. Aug 8, 12:32 AM

    This can be done by creating the below calculation, using LOOKUP() function:This can be done by creating the below calculation, using LOOKUP() function:For now, both July and August are in the view just so you can see that July's data for Quantity now lives in August's 'date'For now, both July and August are in the view just so you can see that July's data for Quantity now lives in August's 'date', as shown above.  But, we don't want to have to select two month's data at a time and yet, two month's of data MUST be in the view. somehow.  Screenshot 2026-08-07 at 5.18.22 PM.png

     

    So, we then change the Order Date filter that you originally had into again, a Relative Date filter, again displaying only most recent two months, as I did before:

    Screenshot 2026-08-07 at 5.19.54 PM.png

     

    Then, the question remains, how to show just the current month, but only with last month's data in the current month.  Again, another filter.  BTW, both of these are Table Calculations, so certain fields must be in the view somewhere in order for them to all function correctly and display correctly.  The new calculation will now filter the above result to only the last row in the view:

    Screenshot 2026-08-07 at 5.20.33 PM.pngIt is placed onto the Filters Card and in the dialog that pops up, it is set to TRUE.  So that you end up with a single row of data displaying the most current month's 'date' with the prior months 'data':Screenshot 2026-08-07 at 5.20.58 PM.pngExample workbook attached.  Again, these are table calculations, meaning they can be challenging to work with.  So, if you add additional dimensions, certain settings might need to be adjusted depending on what you end up actually doing with this method - that is accomplished by right-clicking the table calculation in the view and selecting Edit Table Calculation.

      

     

    As to it being automatic and adjusting for next month, it should based on the Relative Date filter..it would automatically adjust to September and pick up August's data. And so on. 

     

    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 know I am asking a question that has been answered in the negative before, and I wanted to find a simpler way to get this done. 

I have been teaching tableau for 4 years now, and I wanted to know if I could use multiple copies of measure values or measure names and change them independently. 

The idea is that we can then get around our dual axis limitation and customize each chart independently, currently the only other way to do more than 2 axis together is a pivot, and that does not allow me to customize each chart. 

 I did find this medium article below and it says we need to prepare a cross join equivalent and use it. 

https://medium.com/@TableauByChris/tableau-using-measure-values-twice-f4997cd66a5b

 

The other alternative I was thinking was to add some dimensions to colour and others to detail and switch it to colour. 

Is there a simpler alternative please? Maybe someone can tell me how to overcome this limitation? 

 

#Tableau

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how can i receive notification automatically via email or any other way whenever there is any new feature added in Tableau?  

 

#Tableau

4 answers
  1. Aug 5, 10:48 AM

    Hi @Vibhu Sharma You can automatically receive updates on new Tableau features by subscribing to the Tableau Release Notes and the Tableau Blog, both of which provide email notifications for new releases and product updates. You can also enable email preferences in your Tableau account and follow the Tableau Community for announcements. These are the easiest and most reliable ways to stay informed whenever Tableau introduces new features.

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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

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

5 answers
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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​‌

 

 

 

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

6 answers
  1. Jul 29, 6:15 AM

    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 Community! 

 

I am having an issue with my dashboard that uses a parameter action to create a hierarchical drill-down in my Region worksheet

 

My setup:

  • My Region worksheet uses a parameter + calculated field to create a drill-down hierarchy.
  • Other worksheets in the dashboard are being used as filters that impact the Region worksheet.
  • The drill-down works correctly when interacting only with the Region worksheet.
  • However, when I apply a filter from another worksheet, the Region worksheet resets back to the top level.

The issue:

  1. I drill down in the Region worksheet (for example: Region → State).
  2. I select a value from another worksheet that is being used as a filter.
  3. The Region worksheet refreshes, and the drill-down collapses back to the top level.
  4. The filters that were applied are also reset.

My goal is to keep the filter applied while maintaining the current drill-down level, so that I can continue drilling down and selecting states within the Region worksheet. 

 

Is there a way to fix this so that the selecting the drilldown doesn't reset my filters? 

 

Thanks! 

 

How Can I Fix a Parameter-Driven Drill-Down From Resetting When Using Worksheet Filters in Tableau?

 

 

 

#Tableau Desktop & Web Authoring

4 answers
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Hi. When working on a visualization in Tableau Public, an error suddenly appeared. I closed the visualization I was working on and tried to reopen it. However, this error keeps popping up:Error After Trying to Open a Visualization

Is there anything I could do to fix this error? 

 

 

#Tableau Server  #Tableau Public  #Tableau

2 answers
  1. Jul 26, 4:53 AM

    Hello @Etsuro Tabata.  

     

    I'm sorry, I should have commented on this before, but after a few hours, the error message stopped popping up, and I could edit my visualizations again. Also, I wasn't using Tableau Desktop, as I was using the Tableau Public website to make visualizations. Thank you for answering though! 

     

    Nicky

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Hello all, 

 

I'm using a CIS L1 Hardened Image of Amazon Linux 3 and installed Tableau Server 2026 on it.  After running the Tableau init script post-install, which makes the default user apart of the TSMAdmin group in the process, I visited the GUI portal to try to activate our license.  Now, the issue is when logging into the portal is I get an Invalid Username or Password error.  When trying the CLI after inputting tsm login -u <adminuser> -p <passwordofadminuser> I get: authentication error. Incorrect username or password, or username not member of administrative group? 

 

I've tried creating a separate account and adding it to the tsmadmin group and tableau group with no luck, same error. 

 

Any ideas to what could be going on? 

 

Thank you. 

 

#Tableau  #Tableau Server

1 answer
  1. Jul 23, 11:12 PM

    @Rob Ilagan

     

    Hi, sometime ago I had a problem.  The third solution of this article help me on that (it was pam.d config problem): 

    https://help.salesforce.com/s/articleView?id=001472907&type=1

     

     

    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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**Edit** I have updated the files that I have attached and made sure to add the data files.

 

I am attempting to create an interactive dashboard for my team and have gotten most of it by myself. However, I am self taught and there are a couple of asks that I cannot seem to figure out how to accomplish. The file I have attached is a paired down edited file that I can share (all identifying features for our company have been removed). 

 

The first thing that I cannot figure out is how to apply the "Measure Name" filter to all of the views on the dashboard. I have preset the basics, however, sometimes we need to look at other fields (e.g. Plan Change or SNP Conversion). I want to make it so that if that is selected it updates all of the worksheets on the dashboard not just the one I pulled it from, like a linked filter. I am using the built in "Measure Name" field because I want all of the formulas that I created from 2 different fields to be present and filterable. I want to be able to see all of those formulas or a sub-section of those formulas based on what is selected in a drop down filter.

 

 The second thing is the dashboard is fully interactive, so if you click an item it filters the rest using actions. However, the bar graph that I have set up does weird things when it tries to filter. There are some 30 distinct items in the graph and I only want to see the top 10-15 items. I also want it to update the graph when filtering, though now it does but doesn't keep 10-15 items it only shows a subsection of them. If I could be really greedy, I would also want to add a % of total on the graph, instead of the count. With the % being of the entire total, not just what is shown, and have that update to whatever is filtered.    Any and all ideas and help are appreciated.      

 

#Tableau Public

3 answers
  1. Jul 23, 3:00 PM

    This latest response is unfortunately a ChatGPT post. Based on the number of responses overnight and through today, the effort might even be automated. We have a BAN on any A.I. posts due to the high error rate.  So, we're considering these posts as spam. Apologies for any inconvenience this may have caused.

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