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#Tableau Desktop & Web Authoring177 discussing

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.

4 answers
  1. Today, 10:50 AM

    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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I have simple stacked bar chart with negative values. The ask is to show total at the end of the bar. Please let me know is there a way to show labels at top of the bar.  

 

Total on top of stacked bar chart

 

 

 

#Tableau Desktop & Web Authoring

3 answers
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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

2 answers
  1. Yesterday, 3:13 PM

    @Himshikha Purohit

     

    Hi, starting november, you may use an advanced pulse definition to add your user filters: 

    https://help.tableau.com/current/online/en-us/pulse_intro.htm#added-november-6-2025Hi, starting november, you may use an advanced pulse definition to add your user filters: To create an advanced metric definition: Thus, you can create a simple expression like:[Territory Owner] = USE

    To create an advanced metric definition: 

    https://help.tableau.com/current/online/en-us/pulse_create_metrics.htm#advanced

     

     

    Thus, you can create a simple expression like:

    [Territory Owner] = USERNAME()

    Or you may create more intrincated logic where you have an all access group, and the other people will be applied the RLS

    IF ISMEMBEROF('Managers') THEN TRUE

    ELSE [Territory Owner] = USERNAME()

    END

    After you have created the filter (as a calculated field) in the advanced definion dialog, drag it into the filter shelf, drag a date to the time dimension shelf and a measure to measure shelf. Then select apply. 

     

    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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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

10 answers
  1. Yesterday, 1:49 PM

    Jumping back in on the 'highlight' part, Justin - the good news is the dynamic-default approach actually handles all three of your requirements together (show the previous month, highlight it, still fully selectable), and it keeps the month buttons you already built. 

     

    The highlight comes almost for free: if your month buttons are colored by whether the button's value equals the current parameter value - the usual way these button UIs show the 'active' one - then because 'Value when workbook opens' sets the parameter to the previous month on open, that previous-month button is automatically highlighted the moment the dashboard opens. Click any other month and the parameter changes, so the highlight moves with it. That's exactly the 'auto-highlight the previous month, but still selectable' behavior you described. 

     

    If your buttons aren't colored that way yet, add a calc like: 

    IF [Your Month Value] = [Time Shift Parameter] THEN 'Selected' ELSE 'Unselected' END 

    Drop it on Color on the buttons sheet and give 'Selected' your highlight color. Now whatever the parameter equals - the previous month on open, or whatever the user clicks - lights up. 

     

    So you don't have to choose between the two approaches: Don's relative-date method is great for a rolling window as a filter, but for your specific 'buttons, highlight the active one, default to last month' setup, the dynamic parameter default plus a match-the-parameter color calc gives you all of it while keeping the buttons you have. Hope that gets you there!

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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

3 answers
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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

3 answers
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I'm hoping someone has seen this or can tell me if it's a known issue. 

 

The problem: Every dashboard I publish to Tableau Public shows an empty/blank thumbnail on my profile. The vizzes themselves open and render perfectly — it's only the thumbnail preview that's blank. This affects a workbook I published several months ago as well as brand-new ones. 

 

What I've confirmed it is NOT: 

- Not a browser/ad-blocker issue: thumbnails are blank in Chrome, Edge, on my phone, and in incognito. 

- Not empty data: the extract contains real data and the dashboards render fully when opened. 

- Not the background: I changed worksheet/dashboard backgrounds from transparent to a solid color, no change. 

- dashboard is a fixed size (1613x1000). 

 

The key finding: Single-worksheet vizzes get a correct thumbnail every time. Only Dashboards come out blank. And when I build a dashboard directly in the browser using web authoring, that dashboard gets a proper thumbnail. It's specifically dashboards authored in Tableau Desktop Public Edition (build 2026.2.1) and published that fail to generate a thumbnail. Simply opening the published workbook with Edit and re-saving doesn't help — the dashboard has to actually be rebuilt in the browser. 

 

My questions: 

1. Is this a known issue with the Tableau Public thumbnail service and dashboards published from the 2026.2.1 Desktop build? 

2. Is there any fix that doesn't require rebuilding every dashboard (and possibly every worksheet) in web authoring? 

 

#Tableau Public  #Tableau Desktop & Web Authoring

3 answers
  1. Yesterday, 2:18 AM

    Adding to Farhan's and Steve's helpful comments, I think your finding that a single worksheet works, a web-authored dashboard works, but a Desktop-authored dashboard does not gives us a very useful way to narrow this down further.

    Before rebuilding any existing dashboards, I would try creating a very small test workbook in Tableau Public Desktop 2026.2.1:

    1. Create one simple worksheet.
    2. Publish it and confirm that its thumbnail appears.
    3. In the same workbook, create a new dashboard containing only that worksheet.
    4. Publish again without adding any other dashboard objects, containers, images, extensions, etc.
    5. Check whether the thumbnail becomes blank.

    If the worksheet thumbnail works but the minimal dashboard becomes blank, that would be a particularly useful reproducible case because it removes most workbook-specific factors from the equation.

    I would also try publishing the same minimal workbook from a different Desktop Public version, if one is available to you. If the exact same workbook produces a thumbnail from another build but not from 2026.2.1, that would provide stronger evidence that the behavior is related to the Desktop build / publishing path rather than the dashboard design itself.

    One other thing I would avoid for now is rebuilding the production dashboards in Web Authoring just to fix the thumbnails. Since the published dashboards themselves render correctly, and Steve mentioned that a Tableau Public thumbnail issue is already being investigated, rebuilding could involve a lot of work for something that may ultimately be resolved on the service side.

    So, as a next step, I think a minimal reproducible workbook would be very valuable:

    Worksheet → thumbnail OK

     

    Same worksheet placed on Desktop-created Dashboard → thumbnail blank

     

    Equivalent Web-created Dashboard → thumbnail OK

    If that sequence is reproducible, it should give the Tableau team a very clean test case and may also help determine whether this is the same known thumbnail issue Steve mentioned or something specifically related to Desktop Public 2026.2.1.

    Hope this helps with the investigation!

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I have this use case where I need to have an Apply All Filters button in all of my dashboards within a single workbook. The ask is if i select something on Dsb1 and click Apply All Filters, it should filter both Dsb 1 and Dsb 2. Also, if I go and do some new/change selection in dsb 2 and click on Apply All Filters, it should filter both Dsb 2 and Dsb 1. 

I can achieve one way Dsb 1->2...but when I applying the reverse it is weirdly navigating to the next dsb. Attaching a wbk, if anyone can solve this for me. 

4 answers
  1. Jul 31, 6:57 AM

    @Deepak Rai what u did the same thing I did..look closely..when u r clicking the apply button on first dashboard it is navigating to 2nd dashboard...it should stay in first dashboard..

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Hi, 

I am exploring context filters and I am seeing that when I try to select multiple options in the context filter, it is not showing correctly for me. 

For example, in the attached sheet, if I apply route type="BRTS" and put it in context and then filter for top 5 routes by km, it works. 

Similarly it works individually when I select route type as "Non-BRTS". 

However when I try putting a filter on route as top 5 by km and try to view it by route type, then I am only getting the top 5 routes and not top 5 in each category BRTS and Non-BRTS, even though I put route type in context. 

Ideally I should see 5 entries in BRTS and 5 in Non-BRTS, yet it shows me only the top 5 by route, so the context filter does not work as expected when I select more than one option in it. 

Can you help me understand why this is happening and how to fix this please? 

I am attaching the notebook with the sheets. 

 

#Tableau Desktop & Web Authoring

4 answers
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Hi,

I'm using Tableau to create flow for reports, and when I add output, it warned me that this output might conflict with other output nodes, I don't understand why this warning shows up, could anyone help me on this issue?

Error in Output- Tableau Prep

Many Thanks,

Lisa

5 answers
  1. Aug 17, 3:46 AM

    Old thread but in case this happens to anyone in the future...  

    This happened to me when I copy/pasted the output step first and changed the names. It must have retained some internal name during the copy.  

    Once I removed the copied output step and created from scratch instead it fixed the problem and it worked ok. 

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