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Hey 🛑 Tableau and Salesforce users - Want to level-up your mapping game or not certain which chat type to use with your data?

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Hi, I have a table that has a large data set behind it that takes awhile to load. Is there a way to not have the table appear unless one of the filters is selected? I'm using tableau online. Thanks. 

 

#Tableau  #Tableau Cloud

7 个回答
  1. 8月31日 17:00

    For you to see the True option, make sure only 1 set has a member selected before you add the filter, or all sets do. You can edit set membership from the data pane.

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I have a tableau dashboard that looks like below 

 

How to compute ratio of a specific cell within a table

My objective is to do the below 

 

a) Compute the % of "Oneill Ltd" (from product family column) that makes up the total sales including other product family values 

 

b) I want to store that ratio output in a seperate calculated field. 

 

When I tried the tableau inbuilt feature table calculation, it is computing the ratio for all rows (which I don't want). I want to now the ratio/percentage of "Oneill ltd" only 

 

#Tableau  #Trailhead  #Tableau Desktop & Web Authoring  #Tableau Public

1 个回答
  1. 8月27日 22:03

    Hi, @SSMK A

    I may still not fully understand what you’re trying to achieve, but are the values shown in the Sample diagram what you’re referring to? 

    For checking purposes, I’ve displayed each value as well. 

     

    Since the processing is done with an LOD calculation, please be aware that if you need any filter operations, you’ll have to use a Context Filter. 

     

    <sample>Hi, I may still not fully understand what you’re trying to achieve, but are the values shown in the Sample diagram what you’re referring to? For checking purposes, I’ve displayed each value as well.

     

    <calc>image.pngimage.pngimage.png

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Tableauで長文コメントを表示する方法について相談です。 

 

ダッシュボードで、各グラフに対する報告コメントを表示したいと考えています。 

 

現在検討している運用は以下の通りです。 

・Excelで入力用フォーマットを作成する 

・フォーマットにはダッシュボード内の各グラフに対応する項目(グラフA、グラフB、グラフCなど)を持たせる 

・マネージャーがExcelにコメントを入力する 

・TableauでそのExcelをデータソースとして取り込み、コメント表示用のシートを作成する 

・ダッシュボード上ではコメント欄を表示/非表示できるように配置する 

 

また、上記の実現方法において以下の点を教えていただきたいです。 

 

①Excelに入力された長文コメントを、Tableau上でそのままテキスト表示できますか? 

②Excelセル内の改行はTableau上でも維持して表示できますか? 

③1つのグラフに対するコメントとして自然な見た目で表示できますか? 

 (複数段落や箇条書き、数行の所感コメントなど) 

④Tableau側で実質的な文字数制限や表示上の制約はありますか? 

⑤データソースはExcel(.xlsx)のまま利用するのが一般的でしょうか?それともCSV化した方がよいでしょうか? 

⑥CSVを利用する場合、カンマ以外にも入力時に注意すべき文字や制約はありますか? 

 

他にもおすすめのデータ構造や実現方法があればご教示いただきたいです。 

よろしくお願いします。 

 

----[English]------------------------------------------------------------------------------------------------------------------------------

I would like to display managerial comments for each chart in a Tableau dashboard.

Currently, I am considering the following approach:

  • Create an Excel template for comment entry.
  • The template would contain fields corresponding to each chart in the dashboard (e.g., Chart A, Chart B, Chart C, etc.).
  • Managers would enter their comments into the Excel file.
  • Tableau would use the Excel file as a data source and create a worksheet dedicated to displaying comments.
  • The comment section would then be placed on the dashboard and shown/hidden as needed.

I would appreciate your advice on the following points:

  1. Can long-form comments entered in Excel be displayed in Tableau as-is?
  2. If a user inserts line breaks within an Excel cell, will those line breaks be preserved when displayed in Tableau?
  3. Can comments be displayed in a way that looks natural for a single chart, such as: 
    • Multiple paragraphs
    • Bullet-point style comments
    • Several lines of narrative commentary
  4. Are there any practical character limits or display constraints in Tableau when showing long text?
  5. Is it more common to use an Excel (.xlsx) file directly as the data source, or would CSV be a better option for this use case?
  6. If CSV is recommended, are there any characters or formatting considerations (besides commas) that users should avoid when entering comments?
  7. Are there any recommended data structures or alternative approaches for implementing this type of comment management process?

If anyone has implemented a similar solution for management reporting or executive dashboards, I would greatly appreciate any recommendations, lessons learned, or best practices.

Thank you in advance for your help. 

 

#Tableau Desktop & Web Authoring  #Tableau

2 个回答
  1. 8月25日 12:55

    @Kasumi Kikugawa unfortunately you will be constrained / limited by an internal character limit in Tableau.  Depending on the data source it is 255 to 1024 characters maximum.  There may be a workaround to extend that using a solution from Interworks: https://interworks.com/blog/tmccullough/2013/12/20/displaying-long-text-fields-tableau-excel or changing the DB/SQL Server type to a larger value: https://furtherrandomthunks.wordpress.com/2012/12/13/tableau-and-the-1k-string-limiting-with-sql-server/

     

     

    Another option might be in the Tableau Exchange Gallery, using a Write Back extension in the dashboard.  There are several, but you'll need to explore with each developer as to any constraints or limitations:

    https://exchange.tableau.com/search?q=write+back

      Those are probably your better options. 

     

    Ref:

    https://kb.tableau.com/QuickFix?id=kA432000000PMmR⟨=en-gb

     

     

    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 have several dashboards based on region. I would like to combine them to be one dashboard with the ability to filter by region, object, etc. 

 

I haven't found a way to do this as of yet. I'm in analtyics studio and I'm not sure how to connect the dashboards. 

 

Help please. 

 

#CRM Analytics  #Tableau  #Dataset Recipe

1 个回答
  1. 8月19日 14:49

    In CRM Analytics you do not actually 'connect' separate dashboards, the pattern is to build ONE dashboard and use Global Filters to slice it by region/object/etc. How you get there depends on whether your regional dashboards sit on the same dataset or different ones: 

     

    If they are all on the same dataset (the easy case): 

    Create a single new dashboard on that dataset, add the charts/widgets you want, then add Global Filters (the filter panel in the dashboard editor) on Region, Object, and any other fields. Widgets built on the same dataset facet together automatically, so one Region selection filters everything at once. That gives you the 'one global dashboard, filter by region' behaviour you are describing. 

     

    If each region is a separate dataset: 

    You first need them in one dataset, otherwise a single Region filter has nothing common to filter on. Use a Recipe (Data Prep) to UNION the regional datasets into one combined dataset, and if a 'Region' column is not already on each, add it in the recipe so every row is tagged with its region. Then build your single dashboard on that combined dataset and add the Global Filters as above. Since you tagged Dataset Recipe, this is likely your path. 

     

    A couple of pointers: 

    - Global Filters live in the dashboard's filter panel and apply to every widget bound to that dataset, pin them so they persist. 

    - If you keep widgets from more than one dataset in the same dashboard they will not auto-facet, you connect them with bindings, or cleaner, unify into one dataset via the recipe so faceting just works. 

     

    Net: do not try to link the existing dashboards, rebuild as one dashboard on a single (recipe-combined, if needed) dataset, then Global Filters give you the region/object slicing. 

     

    If this helps, please mark it as the Best Answer so it helps the next person. Thanks :)

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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
1 条评论
  1. 8月24日 18:15

    Hi Vaibhav, 

     

    You won't need to touch all 200 devices individually. You'd configure the Tableau MCP connection once, centrally, and push it out to devices via your org's device-management solution. Each user still authenticates to Tableau individually, so they'll only see the content they're already authorized for. 

    Also, for Tableau Cloud, Tableau is moving to a hosted Tableau MCP — no self-hosting or maintaining a server on your end. It uses OAuth 2.1 and is built for enterprise-scale deployment. 

    So the flow becomes: 

    Admin → Central MCP configuration → Claude users → OAuth → Tableau Cloud 

    Not 200 separate setups — one centralized config, with individual auth and permissions still intact. 

     

    Regards 

    Rajneesh 

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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

5 个回答
  1. 8月12日 04:23

    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  

     

0/9000

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

5 个回答
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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

2 个回答
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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 个回答
  1. 8月8日 00:32

    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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