Creating parameters
by Matt Floyd, Ashley Ohmann, Ashutosh Nandeshwar, Jen Stirrup
Tableau: Creating Interactive Data Visualizations
- Tableau: Creating Interactive Data Visualizations
- Table of Contents
- Tableau: Creating Interactive Data Visualizations
- Tableau: Creating Interactive Data Visualizations
- Credits
- Preface
- 1. Module 1
- 1. A Short Dash to Dashboarding!
- 2. Summarizing Your Data for Dashboards
- 3. Interacting with Data for Dashboards
- 4. Using Dashboards to Get Results
- 5. Putting the Dash into Dashboards
- 6. Making Dashboards Relevant
- 7. Visual Best Practices
- 2. Module 2
- 1. Connecting to Data Sources
- Introduction
- Connecting to text files
- Connecting to Excel files
- Connecting to Access databases
- Connecting to a SQL Server
- Pasting from a clipboard
- Connecting to other databases
- Connecting to Windows Azure Marketplace
- Understanding dimensions and measures
- Changing data types
- Applying filters
- Merging multiple data sources
- 2. Creating Univariate Charts
- 3. Creating Bivariate Charts
- 4. Creating Multivariate Charts
- 5. Creating Maps
- 6. Calculating User-defined Fields
- 7. Customizing and Saving
- 8. Exporting and Sharing
- 9. Exploring Advanced Features
- 1. Connecting to Data Sources
- 3. Module 3
- 1. Getting Started with Tableau Public
- 2. Tableau Public Interface Features
- 3. Connecting to Data
- 4. Visualization – Tips and Types
- 5. Calculations
- 6. Level of Detail and Table Calculations
- 7. Dashboard Design and Styling
- 8. Filters and Actions
- 9. Publishing Your Work
- A. Bibliography
- Index
Parameters allow more interaction with the reader by allowing him/her to change certain values and see how this impacts other measures. By creating parameters, the reader can be put in charge of evaluating various what-if scenarios or given options to choose the number of items to view.
Let's use the sample file Sample – Superstore Sales (Excel). Open a new worksheet and select Sample – Superstore Sales (Excel) as the data source.
Once the data is loaded on the worksheet, perform the following steps to create a parameter, and use it to dynamically adjust the visualization:
- Click on the Show Me button to bring the Show Me toolbar on the screen.
- While holding the Ctrl key, click on Sub-Category and Region from Dimensions, and Profit from Measures.
- Click on the horizontal bars icon on the Show Me toolbar.
- Right-click on Profit from Measures and select Create Parameter.
- In the Create Parameter dialog box, enter
Profit Goalin the Name textbox. - Change the Display format to Currency (Standard) as shown in the following screenshot:
- Check the Step size checkbox and enter
1000. - Select OK.
- Right-click on the newly created parameter Profit Goal, and select Create Calculated Field.
- In the Calculated Field dialog box, in the Name textbox, enter
Met Profit. - In the Formula box, enter the
IF [Profit] >= [Profit Goal] THEN 'Y' ELSE 'N' ENDformula as shown in the following screenshot:
- Select OK.
- Drag-and-drop the newly created calculated field Met Profit Goal in the Color box into the Marks pane.
- Right-click on the Profit Goal parameter and select Show Parameter Control as shown in the following screenshot:
- Change the values of Profit Goal using the slider or left and right arrow buttons as shown in the following screenshot:
-
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