Skip to main content

#Tableau Desktop & Web Authoring186 discussing

A caption is necessarily quite long and I cannot reduce the font size enough to make it fit on the screen? How do I enable scrolling in the caption so all of it can be read?  

 

#Tableau Desktop & Web Authoring

4 answers
  1. Today, 9:17 AM

    Try moving the caption into a text box or component that supports scrolling. Most built-in caption fields have a fixed size and won’t scroll. Check for options like “overflow,” “scrollable text,” or “expand caption” depending on the software you’re using. 

0/9000

In tableau Pulse I have created 4 metric but now i want to reorder them according to 1,2,3,4 shown in the image  

can we do this or is there any option to do so without recreating the metrics? 

 

Can we change sequence or reorder the Pulse Metrics?

 

 

 

#Tableau Desktop & Web Authoring  #Tableau Pulse

2 answers
  1. Yesterday, 5:24 PM

    @Himshikha Purohit

     

    Unfortunatelly the only supported order by options are: 

     

    a. Recently Followed 

    b. Metric Definition 

    c. Data Source 

    d. Time Range. 

     

    Thus, maybe as a workaround you can unfollow all the metrics, then follow 4, then 3, then 2 and then 1.  Finally, sort by recently followed.  

    Unfortunatelly the only supported order by options are: a. Recently Followed b. Metric Definition c. Data Source d. Time Range.

     

    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 

0/9000
7 answers
  1. Jul 17, 12:42 PM

    Instead of data scaffolding, I would recommend pre-aggregating the data at the monthly level and calculating Rolling 12/Future 12 in the database (using SQL window functions/ETL layer). This avoids row explosion from the calendar scaffold, reduces query complexity, and typically provides much better Tableau performance. If scaffolding is required only to show missing months, consider using Tableau relationships rather than physical joins.

0/9000

Hi , 

 

I have created a tableau calculation with If else statement to define various categories  and below are the catgories i defined in the calculation Collaborations 

'Chugai' 

'pRED' 

'CICor Projects' 

Global Marketing & Medical Affairs' 

Local Medical Affairs' 

Business Enabling 

License to Operate' 

Productivity & Organizational Improvement' 

Training & Education 

Exploratory Research 

Pioneer Sciences 

Portfolio Enabling 

Portfolio Other 

ED  

Pipeline Other 

 

but some of the categories are not displaying due to other reasons like current phase and some other theme no are not existed in the data sources but i want to display all the categories mentioned in the formula as hard coded even if they have no data in the data source. 

 

Ifyou see the screenshot ,only few of the categories are showing , not all the defined categoies in the formula and i want to display or hard code the defined categories in the formula even if they do not have data in teh data source.  

Hard code the category for the missing data source values in tableau formula

 

How can achieve this in tableau , any one please advice. Thanks 

 

 

 

#Tableau Desktop & Web Authoring

3 answers
  1. Jul 14, 7:40 PM

    You could scaffold in all of your hard-coded values from a MS-excel worksheet:You could scaffold in all of your hard-coded values from a MS-excel worksheet: Then join the above with your calculation for RC2 in the Data Source tab: Left side is your RC2 calc, right side is the E

     

    Then join the above with your calculation for RC2 in the Data Source tab:

    Screenshot 2026-07-14 at 12.35.46 PM.png

     

    Left side is your RC2 calc, right side is the Excel worksheet Collaborations.  Then in the actual worksheet of the workbook, you'll not use your RC2 calculation to display the rows, you'll use the new Collaborations (MS-excel) worksheet values instead:

    Screenshot 2026-07-14 at 12.35.36 PM.png

     

    Assuming you want to count those values from RC2, that is used in the Marks Card.  As to why your results are null, well that's for you to correct.  Please do not ask us to refine your calculation; our role is to supply you with the information you originally posted/requested.  Attached is a mocked up workbook as we could not use your original workbook which is connected to Snowflake.

0/9000

I had homework using the same data in an excel file I was able to open the file I am now having issues with last night, then made the second file using the same data. I need to send the first file to my professor but now getting this error message when I try to open it. These are the only two files I have ever made so im very new to Tableau.   

File I had open last night now has an error message

 

 

Screenshot 2026-07-15 112649.png

 

 

 

#Tableau Desktop & Web Authoring

0/9000

I have a dashboard with a search bar parameter. It works great, but if someone makes a spelling mistake or searching something not in the database, it will not show any results. Can I add an error message if no search is found? I was hoping an IF THEN statement could work.  

My current code is: { FIXED [DISTRIBUTOR] : MAX( 

    IF CONTAINS(LOWER([PRODUCTS]), LOWER([Universal Search ])) 

    OR CONTAINS(LOWER([BRAND_FARM]), LOWER([Universal Search ])) 

    THEN 1  

    ELSE 0  

    END 

) } = 1

  

From what I understand, it is a Boolean, so if I add another option besides True/False, then my parameter filter on the Search Results does not work.  

 I tried putting the "Oops" message in the place of the 0, and it does not show up on Search Results.

I am not a coder and barely understand the basics. Can I add an error message to say "Opps...try again with a similar word" in the code? I feel like it should be possible, but I do not want to spend weeks learning code to do this task.  

 

#Tableau Desktop & Web Authoring

5 answers
  1. Jul 16, 1:36 PM

    OK. I understood the situation. 

     Instead of floating layouts, we can achieve this using new work sheet. 

    Step 1: Create an Error Message Sheet 

    1. Create a new calculated field named [Error Message Text] and simply write your message in quotes: "Oops...try again with a similar word" 

    2. Open a new worksheet (let's call it Error Sheet). And drag your new [Error Message Text] field onto the Text card. 

    3. Add your current search filter code to the Filters shelf, but set it to only show when the results are 0 (or False) 

     

    Step 2: Use a Vertical Container on the Dashboard 

    Drag a Vertical Container onto your dashboard as a Tiled object (not floating) 

    Inside this container, drag your Search Results Sheet and your Error Sheet so they sit stacked on top of each other.

0/9000

I have created the two parameters in the attached TWBX file.

Requirement:

  1. Parameter 1: Allows users to select a year.
  2. Parameter 2: Displays the year selected in Parameter 1 and shows the corresponding data for the selected year.
  3. At the dashboard level, whenever a user selects a year in the parameter-2, the dashboard should dynamically display the data related to the selected year. 

     

I have attached image and workbook.I created two parameters in Tableau. When a user selects a value in the first parameter, the data available in the second parameter is updated accordingly.

 

 

 

#Tableau Cloud  #Tableau Desktop & Web Authoring  #Tableau Public

5 answers
  1. Jul 15, 9:50 AM

    Sorry but the parameter list are set independently - i.e. they can not be change or culled based on the value selected from a different parameter - at least out of the box - there is a dasboard extension that can be used in some siturations - see https://jimdehner.com/2021/10/04/sets-and-filters-the-condition-and-top-n-tabs-what-do-they-do/

      read the entire post then focus on the 7th example - 

    That said most users will use a mix of a single parameter and a relative value set or a single parameter and a set - they are easier to set up  

    the choice is yours 

0/9000

I have a dashboard

that I created in Tableau Desktop that I successfully published to Tableau Public. I made updates to it, and went to republish it to Tableau Public, but when I try to sign-in to Tableau Public, I receive this error: 

Publishing Dashboard to Tableau Public - 403 ERRORScreenshot 2026-07-14 at 10.37.27 AM.png

 

The Tableau Desktop version I'm using is 2024.2.24 (20242.26.0606.0326). 

 

 

#Tableau Public  #Tableau Desktop & Web Authoring

2 answers
  1. Jul 14, 7:57 PM

    Hi -- I have tried to sign-in using both my home and work networks, with a VPN and without a VPN, I updated Tableau Desktop -- all of which have not resolved the problem. 

0/9000

It seems like E-A-V architecture makes a lot of sense for our data, as different events have different properties, but I haven't worked with E-A-V database in Tableau before. It seems like it would create a mess of Joins, or I'd have to have a pretty over-the-top flow in Tableau Prep to shape it. Searching forums it doesn't look like there's much on using Tableau with Segment,io or E-A-V in general.

 

Does anyone have any thoughts or experience? What Database architecture would you use if not E-A-V, or how did you manage E-A-V with Tableau?

2 answers
  1. Jul 14, 10:44 AM

    did you end up building the flat table Peter suggested? If so, how did you handle events with very different property sets, like page views vs purchases?

0/9000

Hi Tableau Community,

I’m experiencing some challenges in combining data to create a hyper file, as I believe this would simplify the process of updating a 3-line chart with a new Excel worksheet each month. In Tableau Prep, one of the worksheets contains a unique column that differs from the others, which I need to retain for comparison purposes. However, when I connect it to Tableau Desktop, the data doesn’t read correctly.

Additionally, I’ve created a bar chart to compare the total number of documents (Actual Submission Total and Publish Date Total). However, it appears a bit unusual because all the months are displayed, which I suspect is due to the way the data is structured.

Could you please assist me with both of these issues?

Thank you! 

 

#Tableau Desktop & Web Authoring  #Tableau Prep

3 answers
  1. Jul 13, 5:00 PM

    @Viviane Dornelas

    hello and welcome back.   

     

    Probably best to start from the beginning as it's been awhile since I last looked at the data.  As I recall, there were a number of 'weekly' reports that were posted with your question, but really only the most recent one is likely useable because it adds new data to the historical data, so the latest one is the best one. 

     

    So, if using the one dated 2026-06-01, for June 1, 2026 for example, are you joining that worksheet called 'Complete List' with any other data from your post in Tableau Prep? Such as 'Report' worksheet from  UPDATED Published Documents Report STEM_SB?  If yes, what are you joining it on?  Or could you post the packaged workbook as .tflx file format so that we better understand what you're trying to do. 

     

    Let's start with that question...as I wasn't able to open your originally posted Prep Flow to understand what has been done already, hence this first question.  I think, based on what I'm seeing from the .hyper file is that a lot of your data is unioned in Prep and you'll probably only need to use the most recent weekly file, not all of them. 

     

    But we need to start with the basics first in understanding what's being joined to what in Prep...it might be simpler than originally believed.

0/9000