Adding drop-down selectors
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
It is useful to give the readers some control over the visualization, and using quick filters is a great way of doing so. Drop-drown selectors are good if you want the reader to select one value without the risk of misspelling.
Let's use the sample file Sample – Coffee Chain (Access). Open a new worksheet and select Sample – Coffee Chain (Access) as the data source.
Once the data is loaded on the worksheet, perform the following steps to create a drop-down selector on your visualization:
- Click on the Show Me button to bring the Show Me toolbar on the screen.
- While holding the Ctrl key, click on Market and Type from Dimensions and Profit from Measures.
- Click on the circle views icon on the Show Me toolbar.
- Right-click on Product from Dimensions, and select Show Quick Filter as shown in the following screenshot:
- On the Product filter box, click on the small drop-down arrow to open the filter properties menu as shown in the following screenshot:
- From this menu, select Compact List to create a drop-down selector box. The final visualization will look similar to the one shown in the following screenshot:
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