Tableau includes parameter actions, which let you affect your visualizations based on the elements you identify. In this video, learn how to define a parameter action.
- [Instructor] Parameters let you control what data is displayed within a visualization. In this movie, I will show you how to create a parameter action, which is available for both worksheets and dashboards in Tableau 2020. My sample file is 1306 parameter actions. And you can find them in the chapter 13 folder of the exercise files collection. I'm currently on the sales by month worksheet, and I find it easier to demonstrate this technique on a worksheet but it works for both worksheets and dashboards. The first thing I need to do is to create a parameter, but I'm not tying it to any specific field, it's just a generally available parameter. To do that, I will go to the data panel of the task pane. And then next to dimensions there is a down arrow. I'll click that and the second item is create parameter, that displays the create parameter dialogue box. It's not tied to any particular field and the scenario that I have in mind is to use this parameter to control a reference line within a visualization. So I will call it Ref line, R-E-F L-I-N-E. And I will leave the data type as float, leave the current value of one, that current value will control where the line appears. We'll see that later. And I don't need to change anything else, I will have all allowable values instead of a list or a range. So I'll click OK. And there is the parameter. Now I can define a parameter action. I'm on a worksheet, so I will go to the worksheet menu, and about a third of the way down click Actions. There is an actions item on the dashboard menu as well. In the actions dialogue box, I'll click add action and click change parameter next to last. In the add parameter action dialogue box, I'll leave the name the same, parameter one, and then the source sheet will be sales by month, which is my current sheet. And then also, I can identify how I want to run the action. It can either be by hovering over a point by selecting a point, or by selecting from a menu. In this case, I want the line to stay in place after I click a point, so I'll stay with select. Now I need to identify my target parameter. That's the one I created earlier. So I'll click the target parameter controls down arrow and click rough line. And then we need to tie it to a field and an aggregation. In this case, it will be sales by month. So I click the down arrow. And we have sum of order total US sales by region. So there we have sum of and the aggregation will stay at sum, right everything looks good, so I can click OK. OK again, and we have the parameter available. Now we can add a reference line to the visualization. And this is what will eventually be controlled by the parameter. So I'll go to the Analytics tab of the navigation pane. Now I can go down to the custom section, and drag reference line onto the vis. And I want to make sure that it is positioned over the pill at the intersection of sum of order total, and table. So I have sum of order total and table release. As you can see in the background, the reference line appeared. But now I want to tie it to our parameter. So in the edit reference line band or box dialogue box, make sure that I'm on the line tab, I am. Now I need to identify the value I want to use. So instead of sum of order total, I'll click the down arrow and click ref line, which is one of my parameters. And then for the label, instead of having a computation. I will click Value. I don't want to change the formatting at the line in this case, although you certainly can, I'll click OK. And the reference line appears at the bottom of the vis at one, and that was the default value that we set earlier. However, because of the way that we have constructed the parameter, anytime I click a point that will serve as the basis for the reference line. So for example, if I click this point of 246,286 and click, then the reference line moves up, if I click here on this point at 361 146, then the reference line moves there as well. Parameter actions make one of tableau's best features parameters even more powerful. Getting the program exactly right can take a few tries, but I'm sure you'll find the effort is worth it in the long run.
- 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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