Space on a dashboard is limited, too many sheets into a single dashboard creates a complicated mess. One way to reduce the number of sheets is to use the dynamic selection of dimensions or measures being displayed, such as swapping sales for profit, country for product. Tableau Zen Master Matt Francis demonstrates how to create a parameter and use it to switch dimensions and measures, reducing the number of sheets thereby streamlining the dashboard
- [Voiceover] Parameters will take an input from the user…and allows to change the entire look of the dashboard.…In this example we can use a parameter…to create a dimension selector and then use…that to choose which dimensions we're going to look at.…First we need to create the parameter.…We'll call it Selected Dimension.…The data set we can change to a string…and we want to have a list of values.…So we're going to use region, category and segment.…
Do okay, we have our parameter which…we're going to our view.…The change in this doesn't do anything…because we need to create a calculated field…based on the value of that parameter.…To do that we click create calculated field.…We'll give it a name and now we need to use a formula…to decide which value of our parameter we're going to use.…So we'd use the case function.…
It's important that the value within the quotes…is the exact same as the value we use for the parameter.…If not the parameter isn't going to function correctly.…Now we have our new calculation.…We can add this to our view,…
The training starts with one of the most important features in Tableau: the difference between the green and blue pills (discrete and continuous data) and how this affects every single action Tableau performs. Then find out how to add new maps and create more effective dashboards that maximize screen real estate. Discover how actions can link together sheets and provide greater levels of interactivity and performance, and how formatting can make an ordinary dashboard demand attention. Plus, get some bonus tips on performing date and time calculations in Tableau. This course deep-dives into the practical, applicable, and essential skills that anyone doing data visualization and analytics in a professional setting needs to have.
- Green vs. blue pills
- Using filters, colors, and dates
- Connecting to data
- Extracting data
- Cleaning and prepping data
- Pivoting data
- Merging and joining data
- Highlighting data
- Using the Analytics pane
- Creating new maps
- Creating calculations based on parameters
- Designing dashboards
Skill Level Intermediate
Q. Thise course was updated 04/21/2017. What changed?
A. Videos were added to cover features in Tableau 10.2.
1. Green and Blue Pills
2. Connect and Extract Data
3. Transform Data
5. Map Your Data
7. Dashboard Design
8. Useful Calculations
9. Tableau 10.2 Updates
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