Tableau uses dialog boxes to control how and where data appears. In this video, learn how to create calculations in dialog boxes.
- The tableu documentation calls the technique I'm about to teach you, creating calculations and dialog boxes. But what you're really doing is creating a formula-based filter. I want you to be able to find this technique in the online help if you need to search for it so I've stayed with creating a calculation in a dialog box as the movie title. My sample file is 0406 calc in dialog box and you can find it in the chapter four folder of the exercise files collection. In this visualization, I have a text table with sales broken down by product category. And let's say that I want to create a formula-based filter, based on product category, so I only see the items from e-books to training videos in alphabetical order. So in other words, I want to exclude blue prints, drone kits, and drones. To create this type of filter, I can go up to the product category pill that I have on the rows shelf. Click it's down arrow and then at the very top, I'll click filter. Now I need to establish a condition for this type of filter so I'll click the condition tab and then about halfway down in the dialog box, I will select the by-formula radio button and here I can define a formula that will create my filter. So I will click in the by-formula box and the filter that I will create will look at product category, greater than or equal to e-books. So I will type a less square bracket and then the field name is product category so I will click that to highlight it so there I have product category and I want names greater than or equal to e-books. So type greater than or equal to, then a space, then I'll actually drag the dialog box to the right a little bit so that I can see the exact spelling. I'm searching against the string so I'll type double quotes, and then E, capital B-O-O-K-S. And then a second double quote to close out the string. Everything looks good. I want to leave the product category filter dialog box open so I'll click apply. And you can see that the filter was applied correctly. If I want to change the filter, for example, to make it robot kits, then I can edit the text here so I will delete e-books and then type robot, space, kits and apply. So the filter updated. If I want to remove the filter entirely, I can select the none radio button, click apply and I'm back to all of my original data. I can continue making changes but in this case, I'm done. So I'll go ahead and click okay.
- Explain where a user would navigate to seek specific help in Tableau.
- Determine the best approach for using Excel in Tableau.
- Interpret how to use the features and functions of Tableau when creating charts.
- Describe how best to manage data in a worksheet or visualization.
- Explain how to create a selection filter for certain values.
- Explain how to manage data for different chart formats.
Skill Level Beginner
1. Introducing Tableau
2. Managing Data Sources and Visualizations
3. Managing Tableau Worksheets and Workbooks
4. Creating Custom Calculations and Fields
5. Analyzing Data
6. Sorting and Filtering Tableau Data
7. Defining Groups and Sets
8. Creating and Pivoting Crosstabs
9. Creating Basic Visualizations
10. Formatting Tableau Visualizations
11. Annotating and Formatting Visualizations
12. Mapping Geographic Data
13. Creating Dashboards and Actions
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